AES icon

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 %
VNA
601
Valley National Advisers
Pennsylvania
$4K +$813 +50 +26%
GWM
602
Geneos Wealth Management
Colorado
$3.96K – – –
PP
603
Pacifica Partners
Canada
$3.86K – – –
SFA
604
Semmax Financial Advisors
North Carolina
$3.75K – – –
AGWCA
605
Annis Gardner Whiting Capital Advisors
Florida
$3.66K +$1.08K +60 +42%
GEA
606
Glen Eagle Advisors
New Jersey
$3.44K +$36 +2 +1%
JWA
607
JFS Wealth Advisors
Pennsylvania
$3.28K -$1.87K -104 -36%
IPW
608
Impact Partnership Wealth
Georgia
$3.16K – – –
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$3.13K +$935 +52 +43%
TAM
610
Tucker Asset Management
Colorado
$3.07K – – –
RTL
611
Red Tortoise LLC
Georgia
$2.64K – – –
VWM
612
Venturi Wealth Management
Texas
$2.49K +$1.22K +68 +96%
DIP
613
DT Investment Partners
Pennsylvania
$2.24K – – –
FMP
614
Financial Management Professionals
Texas
$2K -$1.15K -71 -36%
AW
615
Avion Wealth
Texas
$2K -$740 -37 -27%
SC
616
SouthState Corp
Florida
$1.88K +$1.88K +105 New
MSG
617
Main Street Group
Virginia
$1.88K +$36 +2 +2%
CPG
618
Cornerstone Planning Group
New Jersey
$1.85K +$1.7K +91 +1,138%
HCP
619
Hexagon Capital Partners
Arkansas
$1.7K -$1.58K -88 -48%
CA
620
Continuum Advisory
Idaho
$1.62K +$1.62K +81 New
AIM
621
Anchor Investment Management
South Carolina
$1.61K – – –
DWA
622
Delos Wealth Advisors
Texas
$1.61K +$1.61K +90 New
CTA
623
Colonial Trust Advisors
South Carolina
$1.51K +$556 +31 +58%
CWC
624
Carolinas Wealth Consulting
North Carolina
$1.42K -$789 -44 -36%
LI
625
LRI Investments
Florida
$1.4K +$1.4K +78 New
23 24
25
26 27