AES icon

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 %
DPW
601
DiNuzzo Private Wealth
Pennsylvania
$1.27K +$1.27K +66 New
TCA
602
Trifecta Capital Advisors
Illinois
$1.25K -$674 -35 -35%
TCM
603
TD Capital Management
Tennessee
$1.21K +$1.21K +63 New
EBA
604
Eagle Bay Advisors
New York
$1.17K – – –
CCA
605
Criterion Capital Advisors
Tennessee
$1.16K +$1.16K +60 New
SWM
606
Sugarloaf Wealth Management
Georgia
$1.09K -$215K -11,252 -99%
CTA
607
Colonial Trust Advisors
South Carolina
$1.02K -$1.69K -88 -62%
TFA
608
Transamerica Financial Advisors
Florida
$1K – – –
DF
609
Dunhill Financial
United Kingdom
$904 +$904 +47 New
WWM
610
Wolff Wiese Magana
California
$867 – – –
SIC
611
SJS Investment Consulting
Ohio
$790 -$462 -24 -37%
WPA
612
West Paces Advisors
Georgia
$712 +$712 +37 New
OCM
613
Orion Capital Management
California
$655 – – –
FDCP
614
Foster Dykema Cabot & Partners
Massachusetts
$597 +$597 +31 New
FGAM
615
Financial Gravity Asset Management
Texas
$562 +$281 +17 +100%
AWM
616
Avior Wealth Management
Nebraska
$423 – – –
ACA
617
Atlas Capital Advisors
Wyoming
$346 – – –
TWD
618
True Wealth Design
Ohio
$270 -$96 -5 -26%
WA
619
WestEnd Advisors
North Carolina
$212 -$116 -6 -35%
LFG
620
Larson Financial Group
Missouri
$212 +$58 +3 +38%
CPG
621
Cornerstone Planning Group
New Jersey
$154 – – –
TWP
622
TFO Wealth Partners
Ohio
$154 – – –
GI
623
Gradient Investments
Minnesota
$135 +$135 +7 New
M
624
MOTCO
Texas
$96 – – –
MSWM
625
McGlone Suttner Wealth Management
Wisconsin
$60 +$60 +3 New
23 24
25
26 27