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AES
AES

Overview Fund Activity

628 hedge funds and large institutions have $12.9B invested in AES in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 210 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
9.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
105
Increased
235
Reduced
210
Closed
84
Calls
$138M
Puts
$116M
Net Calls
+$22.2M
Net Calls Change
-$17.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$562M
3
BlackRock
3
BlackRock
New York
$1.04B
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$99.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$124M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$162M
2
PI
2
Putnam Investments
Massachusetts
$0
3
ECP
3
Electron Capital Partners
New York
$97.7M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$616K
5
Squarepoint
5
Squarepoint
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
576
EdgeRock Capital
Colorado
$3.02K +$3.02K +176 New
SFA
577
Semmax Financial Advisors
North Carolina
$3.01K – – –
AW
578
Avion Wealth
Texas
$3K +$1.69K +77 +128%
VNA
579
Valley National Advisers
Pennsylvania
$3K +$1.45K +95 +94%
HCM
580
Hollencrest Capital Management
California
$2.89K +$2.89K +150 New
RTL
581
Red Tortoise LLC
Georgia
$2.83K – – –
AGWCA
582
Annis Gardner Whiting Capital Advisors
Florida
$2.77K +$1.29K +67 +87%
AA
583
Addison Advisors
Vermont
$2.6K – – –
NMG
584
New Millennium Group
Utah
$2.58K – – –
CWC
585
Carolinas Wealth Consulting
North Carolina
$2.37K – – –
Kayne Anderson Rudnick Investment Management
586
Kayne Anderson Rudnick Investment Management
California
$2.35K +$1.12K +58 +91%
DIP
587
DT Investment Partners
Pennsylvania
$2.12K – – –
RS
588
Rakuten Securities
Japan
$2.12K +$2.12K +110 New
MTIC
589
Missouri Trust & Investment Company
Missouri
$2.04K – – –
SAM
590
Smartleaf Asset Management
Massachusetts
$2.01K +$2.01K +104 New
LIWM
591
Long Island Wealth Management
New York
$2K +$2K +120 New
MSG
592
Main Street Group
Virginia
$1.98K +$1.98K +102 New
BWM
593
Baystate Wealth Management
Massachusetts
$1.86K +$19 +1 +1%
VWA
594
Valued Wealth Advisors
Utah
$1.84K +$1.84K +121 New
AIM
595
Anchor Investment Management
South Carolina
$1.73K – – –
DGAM
596
Desjardins Global Asset Management
Quebec, Canada
$1.6K – – –
ME
597
McIlrath & Eck
Washington
$1.46K – – –
JFGIW
598
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41K +$1.41K +73 New
VCM
599
Versant Capital Management
Arizona
$1.37K -$712 -37 -34%
VWM
600
Venturi Wealth Management
Texas
$1.37K +$1.37K +71 New
22 23
24
25 26