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AES
AES

Overview Fund Activity

650 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 190 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
105
Increased
272
Reduced
190
Closed
74
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$822M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$123M
4
Millennium Management
4
Millennium Management
New York
$148M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$103M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$454M
2
Morgan Stanley
2
Morgan Stanley
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.59M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$64.4M
5
State Street
5
State Street
Massachusetts
$583M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
526
EntryPoint Capital
New York
$62.2K +$36.9K +2,060 +146%
PAM
527
Palisade Asset Management
Minnesota
$61K +$61K +3,400 New
EWA
528
EverSource Wealth Advisors
Alabama
$54.3K -$35K -1,956 -39%
HI
529
Harbour Investments
Wisconsin
$53.6K -$8.64K -482 -14%
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.8K +$1.55K +83 +4%
PTC
531
Private Trust Company
Ohio
$43.6K -$4.3K -240 -9%
CA
532
CoreCap Advisors
Michigan
$39.4K +$39.4K +2,200 New
QC
533
Quent Capital
New York
$38.6K -$1.58K -88 -4%
AF
534
Allworth Financial
California
$37.3K -$18.5K -1,030 -33%
BTI
535
Blue Trust Inc
Georgia
$37.2K +$13.6K +759 +58%
PS
536
Principal Securities
Iowa
$36.8K -$16.7K -933 -31%
SSB
537
Sandy Spring Bank
Maryland
$34.9K +$31.3K +1,748 +874%
HWA
538
Heritage Wealth Advisors
Virginia
$33.6K – – –
ETC
539
Exchange Traded Concepts
Oklahoma
$33.4K +$33.4K +1,864 New
RTC
540
Riverview Trust Company
Washington
$33.2K +$33.2K +1,851 New
AWM
541
Avior Wealth Management
Nebraska
$32.1K +$31.7K +1,769 +8,041%
IA
542
IFP Advisors
Florida
$23K +$735 +41 +3%
PCM
543
Peregrine Capital Management
Minnesota
$23K +$4.48K +250 +24%
CA
544
Crewe Advisors
Utah
$19.1K +$19.1K +1,065 New
IFAM
545
Institutional & Family Asset Management
Colorado
$18.2K +$4.72K +263 +35%
CWP
546
Concord Wealth Partners
Virginia
$17.9K – – –
MMG
547
Monetary Management Group
Missouri
$17.9K – – –
HSA
548
Hussman Strategic Advisors
Maryland
$17.9K – – –
NSIM
549
North Star Investment Management
Illinois
$17.5K +$179 +10 +1%
MCM
550
MV Capital Management
Maryland
$17.2K -$1.17K -65 -6%
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