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AES
AES

Overview Fund Activity

689 hedge funds and large institutions have $18.2B invested in AES in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 239 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+59
Holders Change %
+9.37%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
132
Increased
239
Reduced
223
Closed
61
Calls
$66.3M
Puts
$29.1M
Net Calls
+$37.1M
Net Calls Change
-$2.08M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$600M
2
BlackRock
2
BlackRock
New York
$1.3B
3
Capital World Investors
3
Capital World Investors
California
$2B
4
UBS AM
4
UBS AM
Illinois
$126M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$52.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$934M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.41B
3
ECP
3
Electron Capital Partners
New York
$253M
4
MGIM
4
M&G Investment Management
United Kingdom
$116M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
626
Spire Wealth Management
Virginia
$11K +$3.52K +120 +47%
GWS
627
Glassman Wealth Services
Virginia
$10.2K +$489 +17 +5%
VCM
628
Vigilant Capital Management
Maine
$10K -$22.9K -784 -70%
JWA
629
JFS Wealth Advisors
Pennsylvania
$9.26K +$777 +27 +9%
CWC
630
Carolinas Wealth Consulting
North Carolina
$8.8K +$8.14K +283 +1,230%
BCM
631
Blume Capital Management
California
$8.14K – – –
BWM
632
Baystate Wealth Management
Massachusetts
$8K +$29 +1 +0.4%
AA
633
Ancora Advisors
Ohio
$8K +$8K +277 New
CTC
634
Central Trust Company
Missouri
$7.82K – – –
FMP
635
Financial Management Professionals
Texas
$7K – – –
PP
636
Pacifica Partners
Canada
$6.78K +$4.33K +150 +176%
RA
637
Rise Advisors
New York
$6.21K +$29 +1 +0.5%
PPC
638
Park Place Capital
Alabama
$6K +$6K +202 New
SSB
639
Sandy Spring Bank
Maryland
$5.75K – – –
WWP
640
WR Wealth Planners
Missouri
$5.61K – – –
FA
641
Fiduciary Alliance
South Carolina
$5.52K +$5.52K +192 New
HS
642
Horan Securities
United States
$5.46K – – –
SC
643
Schubert & Co
Texas
$5.32K +$604 +21 +13%
GEA
644
Glen Eagle Advisors
New Jersey
$5.28K +$29 +1 +0.5%
SFA
645
Semmax Financial Advisors
North Carolina
$5K – – –
MCM
646
Manchester Capital Management
Vermont
$4.29K -$575 -20 -12%
TJHA
647
Thomas J. Herzfeld Advisors
Florida
$4.26K – – –
RTL
648
Red Tortoise LLC
Georgia
$4.23K +$4.23K +147 New
MCM
649
MV Capital Management
Maryland
$3.97K +$978 +34 +33%
HWMA
650
Heritage Wealth Management (Arizona)
Arizona
$3.97K +$3.97K +138 New
24 25
26
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