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AES
AES

Overview Fund Activity

633 hedge funds and large institutions have $13.1B invested in AES in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-39
Holders Change %
-5.8%
% of All Funds
9.98%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
46
Increased
248
Reduced
247
Closed
80
Calls
$60M
Puts
$20.4M
Net Calls
+$39.6M
Net Calls Change
+$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$429M
3
Marshall Wace
Marshall Wace
United Kingdom
$50.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$551M
5
MGIM
M&G Investment Management
United Kingdom
$141M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$966M
2
Jennison Associates
Jennison Associates
New York
$15.5M
3
OCAM
Owl Creek Asset Management
New York
$0
4
Truist Financial
Truist Financial
North Carolina
$8.21M
5
CM
Corvex Management
New York
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
601
Tucker Asset Management
Colorado
$2.51K – – –
AWM
602
Abound Wealth Management
Tennessee
$2.37K +$519 +25 +28%
MTIC
603
Missouri Trust & Investment Company
Missouri
$2.2K +$2.2K +106 New
CFO
604
CVA Family Office
Colorado
$2.18K -$10.5K -505 -83%
MHR
605
Matthew Hamilton Rosenberg
$2.11K – – –
TCA
606
Trifecta Capital Advisors
Illinois
$2.07K – – –
RCM
607
Raleigh Capital Management
North Carolina
$2.07K +$21 +1 +1%
SHIM
608
Stone House Investment Management
Pennsylvania
$2.01K +$2.01K +97 New
BWM
609
Baystate Wealth Management
Massachusetts
$1.97K +$21 +1 +1%
AIM
610
Anchor Investment Management
South Carolina
$1.87K – – –
ME
611
McIlrath & Eck
Washington
$1.58K – – –
UFF
612
USA Financial Formulas
Michigan
$1.53K – – –
Kayne Anderson Rudnick Investment Management
613
Kayne Anderson Rudnick Investment Management
California
$1.33K +$1.24K +60 +1,500%
EBA
614
Eagle Bay Advisors
New York
$1.27K – – –
GI
615
Gradient Investments
Minnesota
$1.1K +$684 +33 +165%
VCM
616
Versant Capital Management
Arizona
$1.06K – – –
TFA
617
Transamerica Financial Advisors
Florida
$1K – – –
AW
618
Avion Wealth
Texas
$1K – – –
VF
619
VitalStone Financial
Texas
$1K +$1K +60 New
FFC
620
First Financial Corp
Indiana
$932 -$953 -46 -51%
AA
621
Addison Advisors
Vermont
$747 – – –
CCA
622
Column Capital Advisors
Indiana
$601 -$62 -3 -9%
FCAG
623
First Capital Advisors Group
New Jersey
$580 +$580 +28 New
SIC
624
SJS Investment Consulting
Ohio
$519 -$457 -22 -47%
AWM
625
Avior Wealth Management
Nebraska
$456 -$25.9K -1,250 -98%
23 24
25
26 27