672 hedge funds and large institutions have $15.3B invested in AES in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 239 increasing their positions, 259 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-17
Holders Change %
-2.47%
% of All Funds
10.76%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
75
Increased
239
Reduced
259
Closed
83
Calls
$44.4M
Puts
$10.6M
Net Calls
+$33.8M
Net Calls Change
-$3.38M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
576
Cambridge Trust
Massachusetts
$20.5K
MA
577
Montag & Associates
Georgia
$20.2K
FCA
578
FinTrust Capital Advisors
South Carolina
$20.1K
DWMG
579
DB Wealth Management Group
California
$19K
FPFS
580
First Personal Financial Services
North Carolina
$16.8K
AP
581
Arlington Partners
Alabama
$14.8K +$14.8K +613 New
CFO
582
CVA Family Office
Colorado
$14.7K +$482 +20 +3%
CA
583
Clearstead Advisors
Ohio
$14.1K +$11.4K +473 +422%
FRA
584
Front Row Advisors
California
$14K
CA
585
Crewe Advisors
Utah
$13.8K -$3.25K -135 -19%
PCM
586
Peregrine Capital Management
Minnesota
$13.7K -$5.06K -210 -27%
AWM
587
Accel Wealth Management
Iowa
$13.5K
PO
588
Private Ocean
California
$13.1K +$13.1K +546 New
GWM
589
Geneos Wealth Management
Colorado
$13K
ACA
590
Atlas Capital Advisors
Wyoming
$12.5K
WIM
591
Westside Investment Management
California
$12.3K
EARNEST Partners
592
EARNEST Partners
Georgia
$12K
AIP
593
Ahrens Investment Partners
Louisiana
$12K +$12K +500 New
DGAM
594
Desjardins Global Asset Management
Quebec, Canada
$12K +$12K +518 New
PWMG
595
Prestige Wealth Management Group
New Jersey
$11.7K
WPA
596
West Paces Advisors
Georgia
$11.3K
ADL
597
Asset Dedication LLC
California
$11K
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$10.5K
UB
599
UMB Bank
Missouri
$10.4K -$3.44K -143 -25%
ST
600
Smithfield Trust
Pennsylvania
$10K