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AES
AES

Overview Fund Activity

608 hedge funds and large institutions have $16B invested in AES in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+22
Holders Change %
+3.75%
% of All Funds
10.61%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
80
Increased
212
Reduced
226
Closed
54
Calls
$99.9M
Puts
$19.4M
Net Calls
+$80.4M
Net Calls Change
+$77.2M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.39B
2
OAG
2
Orbis Allan Gray
Bermuda
$320M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$60.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$132M
5
Millennium Management
5
Millennium Management
New York
$120M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$413M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.33B
3
ICP
3
Inclusive Capital Partners
California
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$79M
5
PC
5
PointState Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
576
CVA Family Office
Colorado
$3K -$2.59K -95 -46%
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$24 -1 -0.8%
CAGAS
578
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
CCM
580
Copeland Capital Management
Pennsylvania
$3K – – –
FMP
581
Financial Management Professionals
Texas
$3K – – –
EBSAM
582
Eubel Brady & Suttman Asset Management
Ohio
$3K +$3K +100 New
TCA
583
Tortoise Capital Advisors
Kansas
$3K +$3K +104 New
WPA
584
West Paces Advisors
Georgia
$2.92K +$2.92K +112 New
H
585
HoyleCohen
California
$2.72K -$8 -305 -0.3%
LC
586
Lindbrook Capital
California
$2K -$521 -19 -21%
HPC
587
HM Payson & Co
Maine
$2K – – –
PP
588
Pacifica Partners
Canada
$2K – – –
CCA
589
Column Capital Advisors
Indiana
$2K – – –
BWM
590
Baystate Wealth Management
Massachusetts
$2K +$22 +1 +1%
SWA
591
SOA Wealth Advisors
New York
$2K +$416 +16 +26%
CA
592
Clearstead Advisors
Ohio
$2K +$2K +63 New
SFSIG
593
San Francisco Sentry Investment Group
California
$2K +$2K +67 New
EW
594
Evoke Wealth
California
$1K -$214 -12 -18%
RIA
595
RPG Investment Advisory
California
$1K – – –
VCM
596
Versant Capital Management
Arizona
$1K – – –
LWP
597
Laurel Wealth Planning
Minnesota
$1K – – –
VNA
598
Valley National Advisers
Pennsylvania
$1K – – –
GI
599
Gradient Investments
Minnesota
$1K – – –
SFO
600
Standard Family Office
South Dakota
$1K – – –
22 23
24
25 26