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AES
AES

Overview Fund Activity

689 hedge funds and large institutions have $18.2B invested in AES in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 239 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+59
Holders Change %
+9.37%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
132
Increased
239
Reduced
223
Closed
61
Calls
$66.3M
Puts
$29.1M
Net Calls
+$37.1M
Net Calls Change
-$2.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$600M
2
BlackRock
BlackRock
New York
$1.3B
3
Capital World Investors
Capital World Investors
California
$2B
4
UBS AM
UBS AM
Illinois
$126M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
$52.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
3
ECP
Electron Capital Partners
New York
$253M
4
MGIM
M&G Investment Management
United Kingdom
$116M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
526
Islay Capital Management
Texas
$175K -$5.75K -200 -3%
GMA
527
Glassy Mountain Advisors
Maryland
$173K +$173K +6,000 New
Pacer Advisors
528
Pacer Advisors
Pennsylvania
$159K -$572K -19,884 -78%
LC
529
Lindbrook Capital
California
$157K -$18.5K -643 -11%
EWM
530
Evermay Wealth Management
Virginia
$152K – – –
CMF
531
Counterpoint Mutual Funds
California
$149K +$149K +5,180 New
IA
532
IFP Advisors
Florida
$146K +$87.9K +7,349 +151%
USCWA
533
U.S. Capital Wealth Advisors
Texas
$144K +$144K +5,000 New
CS
534
Comerica Securities
Michigan
$136K +$136K +4,714 New
DMBA
535
Deseret Mutual Benefit Administrators
Utah
$131K -$92.7K -3,224 -42%
SIM
536
Sentry Investment Management
Wisconsin
$126K +$11.4K +398 +10%
S
537
SignatureFD
Georgia
$124K +$6.41K +223 +5%
CFGS
538
Concourse Financial Group Securities
Alabama
$118K +$118K +4,112 New
QCG
539
Quadrant Capital Group
Ohio
$118K +$26.5K +921 +29%
CHA
540
Carmichael Hill & Associates
Maryland
$117K – – –
WSCM
541
Wellington Shields Capital Management
New York
$115K – – –
BAM
542
Belpointe Asset Management
Nevada
$115K +$115K +3,993 New
S
543
Seeyond
France
$105K -$644K -22,406 -86%
PA
544
Parallel Advisors
California
$103K +$15.8K +549 +18%
HI
545
Harbour Investments
Wisconsin
$101K +$15.2K +527 +18%
TAIM
546
TD Ameritrade Investment Management
Nebraska
$95K +$27K +939 +40%
TPCW
547
TD Private Client Wealth
New York
$92.9K +$8.86K +308 +11%
TWC
548
TD Waterhouse Canada
Ontario, Canada
$84.3K -$5.68K -202 -6%
FMTCOCP
549
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K – – –
Dimensional Fund Advisors
550
Dimensional Fund Advisors
Texas
$71.4K +$936 +32,530 +1%
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