698 hedge funds and large institutions have $13.9B invested in AES in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 282 increasing their positions, 240 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
10.1%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
94
Increased
282
Reduced
240
Closed
83
Calls
$191M
Puts
$146M
Net Calls
+$45.1M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
551
Sentry Investment Management
Wisconsin
$66K
BTI
552
Blue Trust Inc
Georgia
$64.8K +$26.5K +1,509 +69%
EWA
553
EverSource Wealth Advisors
Alabama
$64.5K +$1.42K +71 +2%
HI
554
Harbour Investments
Wisconsin
$64.3K -$2.37K -118 -4%
BIG
555
Brooklyn Investment Group
New York
$62.8K +$62.8K +3,133 New
PGAM
556
Princeton Global Asset Management
New Jersey
$60.2K
PTC
557
Private Trust Company
Ohio
$53.1K +$13.2K +658 +33%
GRP
558
Global Retirement Partners
California
$52.8K -$32.2K -1,604 -38%
DMBA
559
Deseret Mutual Benefit Administrators
Utah
$52.1K -$28.4K -1,415 -35%
ACA
560
Atlas Capital Advisors
Wyoming
$50.3K -$98.6K -4,914 -66%
CA
561
CoreCap Advisors
Michigan
$49.3K +$4.96K +247 +11%
QC
562
Quent Capital
New York
$45K +$1.16K +58 +3%
NC
563
nVerses Capital
Florida
$44.1K +$6.02K +300 +16%
PS
564
Principal Securities
Iowa
$42.1K -$8.35K -416 -17%
ACM
565
Aster Capital Management
United Arab Emirates
$41.8K +$41.8K +2,082 New
HWA
566
Heritage Wealth Advisors
Virginia
$40.2K +$2.55K +127 +7%
RAM
567
Ramirez Asset Management
New York
$40.1K +$40.1K +2,000 New
AF
568
Allworth Financial
California
$39K -$201 -10 -0.5%
RTC
569
Riverview Trust Company
Washington
$37.1K
CH
570
Cromwell Holdings
Wyoming
$34.6K +$12.8K +640 +59%
Fidelity International
571
Fidelity International
Bermuda
$33K +$5.52K +275 +20%
RA
572
Rise Advisors
New York
$30.4K +$321 +16 +1%
Optiver Holding
573
Optiver Holding
Netherlands
$30.3K +$12.5K +622 +70%
UB
574
UMB Bank
Missouri
$29.4K -$6.18K -308 -17%
WWP
575
WR Wealth Planners
Missouri
$29.4K +$17.6K +878 +149%