672 hedge funds and large institutions have $15.3B invested in AES in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 239 increasing their positions, 259 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-17
Holders Change %
-2.47%
% of All Funds
10.76%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
75
Increased
239
Reduced
259
Closed
83
Calls
$44.4M
Puts
$10.6M
Net Calls
+$33.8M
Net Calls Change
-$3.38M
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
526
Wellington Shields Capital Management
New York
$96.3K
HI
527
Harbour Investments
Wisconsin
$95.6K +$11K +457 +13%
S
528
SignatureFD
Georgia
$93.9K -$10.1K -418 -10%
OAM
529
Ostrum Asset Management
France
$90.7K +$90.7K +3,765 New
QCG
530
Quadrant Capital Group
Ohio
$85.4K -$13.3K -551 -13%
AAS
531
Ameritas Advisory Services
Nebraska
$79K +$79K +3,281 New
IA
532
IFP Advisors
Florida
$75.9K -$51.7K -4,952 -41%
PA
533
Parallel Advisors
California
$73.2K -$13.3K -552 -15%
GFL
534
Granite FO LLC
New Hampshire
$71K +$71K +3,000 New
BTI
535
Blue Trust Inc
Georgia
$69K +$2.72K +95 +4%
GRP
536
Global Retirement Partners
California
$61.9K +$11.5K +512 +23%
TAIM
537
TD Ameritrade Investment Management
Nebraska
$61K -$19.1K -789 -24%
FMTCOCP
538
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K
CT
539
Colonial Trust
South Carolina
$57.2K
WTA
540
Washington Trust Advisors
Massachusetts
$54.1K -$3.01K -125 -5%
EWA
541
EverSource Wealth Advisors
Alabama
$51.4K +$2.5K +104 +5%
ASN
542
Advisory Services Network
Georgia
$51.2K -$353K -14,667 -87%
BAAM
543
Baker Avenue Asset Management
California
$49.3K -$515K -21,400 -91%
CSPIA
544
Cary Street Partners Investment Advisory
Virginia
$48.7K +$10.1K +421 +26%
HWA
545
Heritage Wealth Advisors
Virginia
$45.2K
SWM
546
Spire Wealth Management
Virginia
$45.1K +$36K +1,496 +399%
QL
547
Quarry LP
New York
$44.6K +$44.6K +1,851 New
CAL
548
Capital Advisors Ltd
Ohio
$44K -$3.58K -150 -8%
BWM
549
BerganKDV Wealth Management
Minnesota
$43.6K +$43.3K +1,799 +13,838%
PTC
550
Private Trust Company
Ohio
$41.9K -$9.97K -414 -19%