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AES
AES

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.19B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.4M
3
Capital World Investors
Capital World Investors
California
$1.73B
4
EIP
Energy Income Partners
Connecticut
$56.6M
5
Morgan Stanley
Morgan Stanley
New York
$280M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$585M
2
Capital International Investors
Capital International Investors
California
$1.37B
3
SCA
Southpoint Capital Advisors
New York
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$355M
5
UBS AM
UBS AM
Illinois
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
601
Financial Management Professionals
Texas
$9K +$2.57K +102 +40%
Fidelity International
602
Fidelity International
Bermuda
$8.89K +$7.92K +329 +823%
FHA
603
First Horizon Advisors
Tennessee
$8.81K -$1.16K -48 -12%
GWS
604
Glassman Wealth Services
Virginia
$8.12K -$409 -17 -5%
CWC
605
Carolinas Wealth Consulting
North Carolina
$7.41K +$48 +2 +0.7%
BCM
606
Blume Capital Management
California
$6.82K – – –
TWA
607
TCI Wealth Advisors
Arizona
$6.74K -$2.7K -112 -29%
AA
608
Ancora Advisors
Ohio
$6.67K – – –
CTC
609
Central Trust Company
Missouri
$6.55K – – –
TIM
610
Thompson Investment Management
Wisconsin
$6.02K +$6.02K +250 New
CMP
611
Coston McIsaac & Partners
Maine
$6K – – –
TWM
612
Tradition Wealth Management
Minnesota
$6K +$6K +231 New
PPC
613
Park Place Capital
Alabama
$5.85K +$987 +41 +20%
PP
614
Pacifica Partners
Canada
$5.71K – – –
AF
615
Allworth Financial
California
$5.44K -$13.3K -553 -71%
RA
616
Rise Advisors
New York
$5.23K +$24 +1 +0.5%
PB
617
Pinnacle Bancorp
Nebraska
$5.23K +$5.23K +217 New
SWA
618
Sutton Wealth Advisors
Florida
$5.13K -$10.1K -418 -66%
IG
619
ING Group
Netherlands
$4.91K +$4.91K +204 New
SSB
620
Sandy Spring Bank
Maryland
$4.82K – – –
WWP
621
WR Wealth Planners
Missouri
$4.7K – – –
CFD
622
Creative Financial Designs
Indiana
$4.67K +$4.67K +194 New
HS
623
Horan Securities
United States
$4.58K – – –
JWA
624
JFS Wealth Advisors
Pennsylvania
$4.46K -$3.3K -137 -43%
GEA
625
Glen Eagle Advisors
New Jersey
$4.45K +$24 +1 +0.5%
23 24
25
26 27