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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
SFG
576
Steward Financial Group
Texas
$2K +$2.73K +125 New
PMFA
577
Plante Moran Financial Advisors
Michigan
$1K -$3.95K -181 -72%
CCA
578
Column Capital Advisors
Indiana
$1K
HPC
579
HM Payson & Co
Maine
$1K
LWP
580
Laurel Wealth Planning
Minnesota
$1K
SIS
581
Sound Income Strategies
Florida
$1K
TFA
582
Toth Financial Advisory
Virginia
$1K
UFF
583
USA Financial Formulas
Michigan
$1K
VCM
584
Versant Capital Management
Arizona
$1K
TFA
585
Transamerica Financial Advisors
Florida
$1K +$22 +1 New
EW
586
Evoke Wealth
California
$1K +$196 +9 +16%
HCP
587
Hexagon Capital Partners
Arkansas
$1K +$742 +34 New
AW
588
Avion Wealth
Texas
$1K +$1.31K +60 New
ACA
589
Atlas Capital Advisors
Wyoming
$378
FGAM
590
Financial Gravity Asset Management
Texas
$313 -$415 -19 -9%
BPC
591
Banque Pictet & Cie
Switzerland
$238 -$10.7K -492 -4%
WA
592
WestEnd Advisors
North Carolina
$147 +$153 +7 New
WIM
593
Westside Investment Management
California
$10
Parnassus Investments
594
Parnassus Investments
California
-$95.2M -3,698,870 Closed
CET
595
Clean Energy Transition
United Kingdom
-$31.8M -1,235,853 Closed
ACG
596
Aventail Capital Group
New York
-$10.5M -406,774 Closed
NRCM
597
Northern Right Capital Management
Connecticut
-$9.19M -357,267 Closed
BA
598
Bridgewater Associates
Connecticut
-$6.5M -252,542 Closed
4WM
599
44 Wealth Management
Oregon
-$6.05M -235,261 Closed
KWILP
600
Kiwi Wealth Investments Limited Partnership
New Zealand
-$5.64M -219,295 Closed