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AES
AES

Overview Fund Activity

630 hedge funds and large institutions have $14.3B invested in AES in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 225 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+35
Holders Change %
+5.88%
% of All Funds
10.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
95
Increased
210
Reduced
225
Closed
54
Calls
$74.4M
Puts
$35.1M
Net Calls
+$39.2M
Net Calls Change
-$33.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$386M
2
ECP
Electron Capital Partners
New York
$234M
3
Capital International Investors
Capital International Investors
California
$1.39B
4
Capital World Investors
Capital World Investors
California
$1.54B
5
Ameriprise
Ameriprise
Minnesota
$421M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$90.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$197M
3
Holocene Advisors
Holocene Advisors
New York
$37.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$785M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
576
Baystate Wealth Management
Massachusetts
$6K +$43 +2 +0.7%
SWM
577
Spire Wealth Management
Virginia
$6K +$706 +30 +13%
BFAG
578
Blackston Financial Advisory Group
Florida
$6K +$6K +233 New
BCM
579
Blume Capital Management
California
$6K +$6K +283 New
PI
580
PFS Investments
Georgia
$5.22K +$1.84K +81,449 +54%
IAMOG
581
Investors Asset Management of Georgia
Georgia
$5K – – –
SSB
582
Sandy Spring Bank
Maryland
$5K – – –
SFA
583
Semmax Financial Advisors
North Carolina
$5K – – –
RA
584
Rise Advisors
New York
$5K +$47 +2 +0.9%
WWP
585
WR Wealth Planners
Missouri
$4.41K – – –
GEA
586
Glen Eagle Advisors
New Jersey
$4.13K +$474 +21 +13%
MCM
587
Manchester Capital Management
Vermont
$4K -$47 -2 -1%
HS
588
Horan Securities
United States
$4K – – –
SC
589
Schubert & Co
Texas
$4K +$1.44K +59 +56%
AF
590
Allworth Financial
California
$3K -$1.83K -80 -38%
NMG
591
New Millennium Group
Utah
$3K – – –
CCM
592
Copeland Capital Management
Pennsylvania
$3K – – –
HCP
593
Hexagon Capital Partners
Arkansas
$3K +$2.16K +87 +256%
DIP
594
DT Investment Partners
Pennsylvania
$3K +$3K +125 New
TJHA
595
Thomas J. Herzfeld Advisors
Florida
$3K +$3K +148 New
ME
596
McIlrath & Eck
Washington
$2K – – –
PP
597
Pacifica Partners
Canada
$2K – – –
MHR
598
Matthew Hamilton Rosenberg
$2K – – –
VNA
599
Valley National Advisers
Pennsylvania
$2K – – –
VWM
600
Valley Wealth Managers
New Jersey
$2K – – –
22 23
24
25 26