703 hedge funds and large institutions have $8.45B invested in AES in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
9.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
120
Increased
262
Reduced
250
Closed
106
Calls
$128M
Puts
$226M
Net Calls
-$97.9M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
601
Sunbelt Securities
Texas
$9.82K +$9.82K +776 New
BIA
602
Bell Investment Advisors
California
$9.76K -$1.76K -137 -15%
SIS
603
Sound Income Strategies
Florida
$9.55K +$9.55K +742 New
PGAM
604
Princeton Global Asset Management
New Jersey
$9.4K -$29.2K -2,270 -76%
CWM
605
CarsonAllaria Wealth Management
Illinois
$9.06K
LOIP
606
Live Oak Investment Partners
Texas
$8.86K -$587K
W
607
WealthCollab
Washington
$8.39K +$4.81K +374 +135%
TC
608
Truvestments Capital
Florida
$8.25K -$1.84K -143 -18%
BBHC
609
Brown Brothers Harriman & Co
New York
$8.06K +$721 +56 +10%
TCM
610
TruNorth Capital Management
Michigan
$8.03K -$3.68K -286 -31%
KBFS
611
Kohmann Bosshard Financial Services
Ohio
$7.87K +$7.87K +612 New
FRA
612
Front Row Advisors
California
$7.72K
FWM
613
FSA Wealth Management
Massachusetts
$7.62K
PWMG
614
Prestige Wealth Management Group
New Jersey
$7.26K -$386 -30 -5%
SWM
615
Spire Wealth Management
Virginia
$7.12K +$579 +45 +9%
CA
616
Continuum Advisory
Idaho
$6.92K +$2.87K +223 +71%
WTA
617
Washington Trust Advisors
Massachusetts
$6.6K -$3.85K -299 -37%
MCM
618
MV Capital Management
Maryland
$6.53K -$5.84K -454 -47%
TFIPS
619
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.44K
WWM
620
Wolff Wiese Magana
California
$6.31K -$386 -30 -6%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$6.28K
HWP
622
Highline Wealth Partners
California
$5.97K
SIS
623
Strategic Investment Solutions
Illinois
$5.83K +$2.61K +203 +81%
GKIM
624
GW&K Investment Management
Massachusetts
$5K -$1.98K -143 -28%
DIP
625
DT Investment Partners
Pennsylvania
$4.88K