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AES
AES

Overview Fund Activity

672 hedge funds and large institutions have $15.3B invested in AES in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 239 increasing their positions, 259 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-17
Holders Change %
-2.47%
% of All Funds
10.76%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
75
Increased
239
Reduced
259
Closed
83
Calls
$44.4M
Puts
$10.6M
Net Calls
+$33.8M
Net Calls Change
-$3.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.19B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.4M
3
Capital World Investors
Capital World Investors
California
$1.73B
4
EIP
Energy Income Partners
Connecticut
$56.6M
5
Morgan Stanley
Morgan Stanley
New York
$280M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$585M
2
Capital International Investors
Capital International Investors
California
$1.37B
3
SCA
Southpoint Capital Advisors
New York
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$355M
5
UBS AM
UBS AM
Illinois
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
626
Harvest Fund Management
China
$4K -$20.8K -884 -84%
SFG
627
Steward Financial Group
Texas
$4K +$2.11K +104 +112%
MCM
628
Manchester Capital Management
Vermont
$3.59K – – –
TJHA
629
Thomas J. Herzfeld Advisors
Florida
$3.56K – – –
RTL
630
Red Tortoise LLC
Georgia
$3.54K – – –
NMG
631
New Millennium Group
Utah
$3.23K – – –
SC
632
Schubert & Co
Texas
$3.18K -$1.28K -53 -29%
CTA
633
Colonial Trust Advisors
South Carolina
$2.94K -$72 -3 -2%
EC
634
Elequin Capital
New York
$2.94K +$2.94K +122 New
TAM
635
Tucker Asset Management
Colorado
$2.91K +$2.91K +121 New
DIP
636
DT Investment Partners
Pennsylvania
$2.9K – – –
MCM
637
MV Capital Management
Maryland
$2.82K -$506 -21 -15%
VWM
638
Venturi Wealth Management
Texas
$2.72K +$2.72K +113 New
MHR
639
Matthew Hamilton Rosenberg
$2.46K – – –
TCA
640
Trifecta Capital Advisors
Illinois
$2.41K – – –
RCM
641
Raleigh Capital Management
North Carolina
$2.38K +$2.38K +99 New
BWM
642
Baystate Wealth Management
Massachusetts
$2.27K -$4.45K -184 -66%
CFB
643
Cullen/Frost Bankers
Texas
$2.24K +$1.45K +60 +182%
FFC
644
First Financial Corp
Indiana
$2.19K – – –
AIM
645
Anchor Investment Management
South Carolina
$2.17K -$24.1K -1,000 -92%
AWM
646
Abound Wealth Management
Tennessee
$2.14K – – –
VNA
647
Valley National Advisers
Pennsylvania
$2K – – –
SIA
648
SkyView Investment Advisors
New Jersey
$2K +$2K +77 New
TWC
649
TD Waterhouse Canada
Ontario, Canada
$1.9K -$69.5K -2,920 -97%
BIA
650
Bell Investment Advisors
California
$1.83K +$217 +9 +13%
24 25
26
27 28