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AES
AES

Overview Fund Activity

615 hedge funds and large institutions have $9.57B invested in AES in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 210 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-18
Holders Change %
-2.84%
% of All Funds
9.81%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
73
Increased
246
Reduced
210
Closed
83
Calls
$75M
Puts
$35.2M
Net Calls
+$39.8M
Net Calls Change
+$252K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$560M
2
Capital International Investors
Capital International Investors
California
$1.02B
3
Millennium Management
Millennium Management
New York
$61.1M
4
BlackRock
BlackRock
New York
$735M
5
Franklin Resources
Franklin Resources
California
$45.6M

Top Sellers

1
AM
AGF Management
Ontario, Canada
$0
2
Capital World Investors
Capital World Investors
California
$613M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$246M
4
CM
Corvex Management
New York
$0
5
Man Group
Man Group
United Kingdom
$6.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
526
Institutional & Family Asset Management
Colorado
$10.4K – – –
GWM
527
Geneos Wealth Management
Colorado
$10.3K +$1.14K +75 +13%
GWS
528
Glassman Wealth Services
Virginia
$10.2K +$4.82K +317 +89%
OP
529
ORG Partners
Indiana
$9.94K -$15 -1 -0.2%
Fidelity International
530
Fidelity International
Bermuda
$9.65K +$395 +26 +4%
FRA
531
Front Row Advisors
California
$9.12K – – –
PCM
532
Peregrine Capital Management
Minnesota
$8.66K – – –
PO
533
Private Ocean
California
$8.3K -$152 -10 -2%
WIM
534
Westside Investment Management
California
$7.77K – – –
VAG
535
VisionPoint Advisory Group
Texas
$7.69K +$7.69K +506 New
EARNEST Partners
536
EARNEST Partners
Georgia
$7.6K – – –
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$7.42K – – –
PWMG
538
Prestige Wealth Management Group
New Jersey
$7.4K – – –
WTA
539
Washington Trust Advisors
Massachusetts
$7.1K -$2.71K -178 -28%
HWP
540
Highline Wealth Partners
California
$7.05K +$7.05K +464 New
FPFS
541
First Personal Financial Services
North Carolina
$6.96K -$3.65K -240 -34%
UB
542
UMB Bank
Missouri
$6.2K -$380 -25 -6%
MIM
543
Macroview Investment Management
Maryland
$6.1K +$6.1K +401 New
ST
544
Smithfield Trust
Pennsylvania
$6K – – –
FHA
545
First Horizon Advisors
Tennessee
$5.7K – – –
SWM
546
Spire Wealth Management
Virginia
$5.64K -$23K -1,511 -80%
SCA
547
Stonebridge Capital Advisors
Minnesota
$5.64K -$14.3K -938 -72%
MCM
548
MV Capital Management
Maryland
$5.24K +$2.46K +162 +89%
Robeco Institutional Asset Management
549
Robeco Institutional Asset Management
Netherlands
$4.88K -$2.1M -137,916 -100%
SWA
550
Sutton Wealth Advisors
Florida
$4.79K +$350 +23 +8%
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