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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 %
ME
626
McIlrath & Eck
Washington
$1.36K – – –
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.31K – – –
NCTC
628
New Covenant Trust Company
Indiana
$1.26K +$1.26K +70 New
TCA
629
Trifecta Capital Advisors
Illinois
$1.17K – – –
TCM
630
TD Capital Management
Tennessee
$1.14K +$18 +1 +2%
EBA
631
Eagle Bay Advisors
New York
$1.09K – – –
SWM
632
Sugarloaf Wealth Management
Georgia
$1.03K – – –
DF
633
Dunhill Financial
United Kingdom
$1.01K +$162 +9 +19%
TFA
634
Transamerica Financial Advisors
Florida
$1K – – –
HGERS
635
Householder Group Estate & Retirement Specialist
Arizona
$915 +$18 +1 +2%
SIC
636
SJS Investment Consulting
Ohio
$664 -$72 -4 -10%
AA
637
Addison Advisors
Vermont
$646 -$1.78K -99 -73%
OCM
638
Orion Capital Management
California
$610 – – –
DPW
639
DiNuzzo Private Wealth
Pennsylvania
$538 -$646 -36 -55%
WWM
640
Wolff Wiese Magana
California
$538 -$269 -15 -33%
ECM
641
Everence Capital Management
Indiana
$400 – – –
VWA
642
Valued Wealth Advisors
Utah
$325 -$1.86K -103 -85%
ACA
643
Atlas Capital Advisors
Wyoming
$322 – – –
TWD
644
True Wealth Design
Ohio
$305 +$54 +3 +21%
HFS
645
Horizon Financial Services
North Carolina
$305 +$305 +17 New
LFG
646
Larson Financial Group
Missouri
$197 – – –
WA
647
WestEnd Advisors
North Carolina
$179 -$18 -1 -9%
TWP
648
TFO Wealth Partners
Ohio
$143 – – –
BCWM
649
Bartlett & Co Wealth Management
Ohio
$54 +$54 +3 New
EWP
650
Elevation Wealth Partners
California
$9 -$8 – –
24 25
26
27 28