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AES
AES

Overview Fund Activity

650 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 190 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
105
Increased
272
Reduced
190
Closed
74
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$822M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$123M
4
Millennium Management
4
Millennium Management
New York
$148M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$103M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$454M
2
Morgan Stanley
2
Morgan Stanley
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.59M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$64.4M
5
State Street
5
State Street
Massachusetts
$583M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
576
Westside Investment Management
California
$9.16K – – –
TFIPS
577
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.97K – – –
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$8.75K – – –
PWMG
579
Prestige Wealth Management Group
New Jersey
$8.73K – – –
SN
580
Sittner & Nelson
Oregon
$8.68K – – –
MCM
581
Manchester Capital Management
Vermont
$8.37K – – –
HWP
582
Highline Wealth Partners
California
$8.32K – – –
FFC
583
First Financial Corp
Indiana
$7.87K -$394 -22 -5%
BGAI
584
Bruce G. Allen Investments
Colorado
$7.51K -$4.54K -253 -38%
GKIM
585
GW&K Investment Management
Massachusetts
$7K – – –
WIA
586
Wetzel Investment Advisors
Indiana
$5.53K – – –
CTC
587
Central Trust Company
Missouri
$5.51K +$628 +35 +13%
HNB
588
Hilltop National Bank
Wyoming
$5.38K +$5.38K +300 New
CP
589
Castleview Partners
Texas
$5.27K – – –
BCM
590
Blume Capital Management
California
$5.08K – – –
CMP
591
Coston McIsaac & Partners
Maine
$5K – – –
W
592
WealthCollab
Washington
$4.99K +$4.99K +278 New
AAP
593
Arax Advisory Partners
Colorado
$4.77K +$1.09K +61 +30%
FGAM
594
Financial Gravity Asset Management
Texas
$4.76K +$4.15K +232 +682%
TCOV
595
Trust Company of Vermont
Vermont
$4.48K +$4.48K +250 New
LTI
596
Laffer Tengler Investments
Tennessee
$4.48K +$4.48K +250 New
TIM
597
Thompson Investment Management
Wisconsin
$4.48K – – –
TH
598
TCTC Holdings
Texas
$4.27K – – –
GWSA
599
Global Wealth Strategies & Associates
Colorado
$4.03K +$4.03K +225 New
ST
600
Smithfield Trust
Pennsylvania
$4K -$3.41K -190 -46%
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