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AES
AES

Overview Fund Activity

586 hedge funds and large institutions have $16.6B invested in AES in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 231 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+27
Holders Change %
+4.83%
% of All Funds
10.32%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
91
Increased
182
Reduced
231
Closed
56
Calls
$15M
Puts
$11.8M
Net Calls
+$3.26M
Net Calls Change
-$12.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.6B
2
Capital International Investors
Capital International Investors
California
$1.19B
3
OAG
Orbis Allan Gray
Bermuda
$208M
4
SCA
Southpoint Capital Advisors
New York
$161M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$192M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.43B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
3
Ameriprise
Ameriprise
Minnesota
$680M
4
PI
Putnam Investments
Massachusetts
$139M
5
CANY
Caxton Associates (New York)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
551
Regal Wealth Group
California
$4K +$29 +1 +0.7%
DWP
552
Destiny Wealth Partners
Florida
$4K +$4K +134 New
AP
553
Atwood & Palmer
Missouri
$4K +$4K +141 New
RA
554
Resolute Advisors
California
$4K +$4K +186 New
CAGAS
555
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
CCM
556
Copeland Capital Management
Pennsylvania
$3K – – –
FMP
557
Financial Management Professionals
Texas
$3K – – –
PFGIA
558
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$24 +1 +0.8%
ADIM
559
Alpha DNA Investment Management
Maryland
$3K +$366 +16 +14%
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$809 +31 +37%
PP
561
Pacifica Partners
Canada
$2K -$229K -9,750 -99%
BWM
562
Baystate Wealth Management
Massachusetts
$2K – – –
Fidelity International
563
Fidelity International
Bermuda
$2K – – –
CCA
564
Column Capital Advisors
Indiana
$2K – – –
MLFP
565
MPS Loria Financial Planners
Illinois
$2K – – –
EW
566
Evoke Wealth
California
$2K – – –
LC
567
Lindbrook Capital
California
$2K +$413 +19 +26%
HPC
568
HM Payson & Co
Maine
$2K +$2K +60 New
GFPC
569
Global Financial Private Client
Florida
$1.57K +$1.57K +58 New
SWA
570
SOA Wealth Advisors
New York
$1K -$164 -10 -14%
VNA
571
Valley National Advisers
Pennsylvania
$1K – – –
LWP
572
Laurel Wealth Planning
Minnesota
$1K – – –
GI
573
Gradient Investments
Minnesota
$1K – – –
RIA
574
RPG Investment Advisory
California
$1K – – –
FPS
575
Fieldpoint Private Securities
Connecticut
$1K – – –
21 22
23
24 25