AES icon

AES
AES

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$562M
3
BlackRock
3
BlackRock
New York
$1.04B
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$99.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$124M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$162M
2
PI
2
Putnam Investments
Massachusetts
$0
3
ECP
3
Electron Capital Partners
New York
$97.7M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$616K
5
Squarepoint
5
Squarepoint
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
551
First Personal Financial Services
North Carolina
$8.82K – – –
ST
552
Smithfield Trust
Pennsylvania
$8K – – –
GKIM
553
GW&K Investment Management
Massachusetts
$8K +$2.43K +122 +44%
SWM
554
Spire Wealth Management
Virginia
$7.31K +$1.05K +62 +17%
WIA
555
Wetzel Investment Advisors
Indiana
$7K +$7K +340 New
RCM
556
Raleigh Capital Management
North Carolina
$6.12K +$3.56K +185 +139%
CP
557
Castleview Partners
Texas
$5.66K +$5.66K +294 New
JWA
558
JFS Wealth Advisors
Pennsylvania
$5.53K +$4.6K +239 +498%
BCM
559
Blume Capital Management
California
$5.45K – – –
CTC
560
Central Trust Company
Missouri
$5.24K – – –
CMP
561
Coston McIsaac & Partners
Maine
$5K – – –
FUBT
562
First United Bank & Trust
Maryland
$4.99K +$4.99K +259 New
TIM
563
Thompson Investment Management
Wisconsin
$4.81K – – –
TH
564
TCTC Holdings
Texas
$4.58K +$4.58K +238 New
GWM
565
Geneos Wealth Management
Colorado
$4.25K -$8.74K -454 -67%
PP
566
Pacifica Partners
Canada
$4.22K – – –
PPC
567
Park Place Capital
Alabama
$4.2K +$39 +2 +0.9%
FMP
568
Financial Management Professionals
Texas
$4K +$1.46K +71 +57%
AAP
569
Arax Advisory Partners
Colorado
$3.95K +$2.87K +149 +266%
SSB
570
Sandy Spring Bank
Maryland
$3.85K – – –
SIS
571
Strategic Investment Solutions
Illinois
$3.79K +$3.79K +197 New
GEA
572
Glen Eagle Advisors
New Jersey
$3.65K +$38 +2 +1%
HCP
573
Hexagon Capital Partners
Arkansas
$3.52K +$1.08K +56 +44%
IPW
574
Impact Partnership Wealth
Georgia
$3.39K – – –
TAM
575
Tucker Asset Management
Colorado
$3.29K – – –
21 22
23
24 25