628 hedge funds and large institutions have $12.9B invested in AES in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 210 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
9.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
105
Increased
235
Reduced
210
Closed
84
Calls
$138M
Puts
$116M
Net Calls
+$22.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
526
UMB Bank
Missouri
$16.9K +$9.05K +470 +115%
CT
527
Cambridge Trust
Massachusetts
$16.4K
MA
528
Montag & Associates
Georgia
$16.2K
BIA
529
Bell Investment Advisors
California
$15.8K +$11.7K +607 +284%
AP
530
Aspect Partners
Virginia
$15.8K +$15.8K +820 New
FHA
531
First Horizon Advisors
Tennessee
$15.8K +$8.55K +444 +118%
DWMG
532
DB Wealth Management Group
California
$15.2K
S
533
Sachetta
Massachusetts
$14.5K +$14.5K +751 New
IFAM
534
Institutional & Family Asset Management
Colorado
$14.4K +$1.31K +68 +10%
FCA
535
FinTrust Capital Advisors
South Carolina
$13.5K
CAL
536
Capital Advisors Ltd
Ohio
$13K -$21.1K -1,086 -62%
BGAI
537
Bruce G. Allen Investments
Colorado
$12.9K +$12.9K +672 New
FRA
538
Front Row Advisors
California
$11.6K
FWM
539
FSA Wealth Management
Massachusetts
$11K +$11K +592 New
PO
540
Private Ocean
California
$10.5K
CA
541
Clearstead Advisors
Ohio
$10.4K -$30.9K -1,606 -75%
WIM
542
Westside Investment Management
California
$9.84K
TFIPS
543
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.63K +$9.63K +500 New
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$9.39K
PWMG
545
Prestige Wealth Management Group
New Jersey
$9.38K
SN
546
Sittner & Nelson
Oregon
$9.32K +$9.32K +484 New
WTA
547
Washington Trust Advisors
Massachusetts
$8.99K
MCM
548
Manchester Capital Management
Vermont
$8.99K +$7.66K +398 +577%
HWP
549
Highline Wealth Partners
California
$8.93K
FFC
550
First Financial Corp
Indiana
$8.87K +$8.01K +416 +924%