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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 %
CLG
551
Cooperman Leon G
$16.1K – – –
UB
552
UMB Bank
Missouri
$15.7K – – –
CT
553
Cambridge Trust
Massachusetts
$15.2K – – –
MA
554
Montag & Associates
Georgia
$15.1K – – –
AP
555
Aspect Partners
Virginia
$14.7K – – –
SAM
556
Smartleaf Asset Management
Massachusetts
$14.6K +$12.8K +744 +715%
Jones Financial Companies
557
Jones Financial Companies
Missouri
$14.5K +$14.5K +810 New
S
558
Sachetta
Massachusetts
$14.5K – – –
IBOK
559
Independence Bank of Kentucky
Kentucky
$14.3K +$14.3K +800 New
BIA
560
Bell Investment Advisors
California
$14.2K -$520 -29 -4%
RA
561
Rise Advisors
New York
$14K +$14K +779 New
CAL
562
Capital Advisors Ltd
Ohio
$13K +$1.42K +82 +12%
FCA
563
FinTrust Capital Advisors
South Carolina
$12.6K – – –
RCM
564
Raleigh Capital Management
North Carolina
$12.6K +$6.85K +382 +120%
WTA
565
Washington Trust Advisors
Massachusetts
$12.4K +$4K +223 +48%
FRA
566
Front Row Advisors
California
$10.8K – – –
TSMHT
567
Thurston Springer Miller Herd & Titak
Indiana
$10.7K +$10.7K +598 New
FWM
568
FSA Wealth Management
Massachusetts
$10.6K – – –
FIM
569
Fernwood Investment Management
Massachusetts
$10.4K +$10.4K +582 New
VCM
570
Versant Capital Management
Arizona
$10.4K +$9.09K +507 +714%
FHA
571
First Horizon Advisors
Tennessee
$10.1K -$4.55K -254 -31%
RS
572
Rakuten Securities
Japan
$10K +$8.07K +450 +409%
PO
573
Private Ocean
California
$9.79K – – –
SWM
574
Spire Wealth Management
Virginia
$9.72K +$1.96K +109 +25%
WWP
575
WR Wealth Planners
Missouri
$9.41K +$9.41K +525 New
21 22
23
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