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597 hedge funds and large institutions have $13.2B invested in AES in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 250 increasing their positions, 181 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $85.1M | Put options by funds: $12.5M

38% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 181

1.92% more ownership

Funds ownership: 93.27%95.19% (+1.9%)

2% less funds holding

Funds holding: 612597 (-15)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

17% less capital invested

Capital invested by funds: $15.9B → $13.2B (-$2.7B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
597
Holders Change
-15
Holders Change %
-2.45%
% of All Funds
10.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.24%
New
69
Increased
250
Reduced
181
Closed
77
Calls
$85.1M
Puts
$12.5M
Net Calls
+$72.6M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
551
Allworth Financial
California
$4K -$21.9K -1,003 -83%
SSB
552
Sandy Spring Bank
Maryland
$4K -$7.86K -360 -64%
JWA
553
JFS Wealth Advisors
Pennsylvania
$4K -$851 -39 -18%
MCM
554
Manchester Capital Management
Vermont
$4K -$524 -24 -12%
FBT
555
First Bank & Trust
South Dakota
$4K
HS
556
Horan Securities
United States
$4K
RA
557
Rise Advisors
New York
$4K +$22 +1 +0.5%
IAMOG
558
Investors Asset Management of Georgia
Georgia
$4K +$4.6K +211 New
GEA
559
Glen Eagle Advisors
New Jersey
$3.41K +$22 +1 +0.6%
EWA
560
EverSource Wealth Advisors
Alabama
$3K +$829 +38 +37%
GKIM
561
GW&K Investment Management
Massachusetts
$3K +$1.09K +50 +71%
FPS
562
Fieldpoint Private Securities
Connecticut
$3K +$2.31K +106 +193%
LFG
563
Larson Financial Group
Missouri
$3K +$2.81K +129 New
NMG
564
New Millennium Group
Utah
$3K +$2.92K +134 New
MCM
565
MV Capital Management
Maryland
$2K -$349 -16 -14%
CCM
566
Copeland Capital Management
Pennsylvania
$2K
ME
567
McIlrath & Eck
Washington
$2K
PP
568
Pacifica Partners
Canada
$2K
S
569
Surevest
California
$2K
VNA
570
Valley National Advisers
Pennsylvania
$2K
FWM
571
Focused Wealth Management
New York
$2K +$22 +1 +1%
SC
572
Schubert & Co
Texas
$2K +$1.64K +75 +250%
VWM
573
Valley Wealth Managers
New Jersey
$2K +$1.92K +88 New
BIA
574
Bell Investment Advisors
California
$2K +$2.2K +101 New
MHR
575
Matthew Hamilton Rosenberg
$2K +$2.23K +102 New