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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 %
NMG
651
New Millennium Group
Utah
$3.85K – – –
DIP
652
DT Investment Partners
Pennsylvania
$3.6K – – –
CTA
653
Colonial Trust Advisors
South Carolina
$3.6K +$3.6K +125 New
HPC
654
HM Payson & Co
Maine
$3.48K +$1.75K +61 +102%
CA
655
Clearstead Advisors
Ohio
$3.22K +$3.22K +112 New
AAP
656
Arax Advisory Partners
Colorado
$3.11K +$3.11K +108 New
MHR
657
Matthew Hamilton Rosenberg
$2.93K – – –
TCA
658
Trifecta Capital Advisors
Illinois
$2.88K +$2.88K +100 New
FFC
659
First Financial Corp
Indiana
$2.62K – – –
AWM
660
Abound Wealth Management
Tennessee
$2.56K +$518 +18 +25%
AWM
661
Accurate Wealth Management
Florida
$2.32K +$2.32K +85 New
ME
662
McIlrath & Eck
Washington
$2.19K – – –
VNA
663
Valley National Advisers
Pennsylvania
$2K – – –
SFG
664
Steward Financial Group
Texas
$2K +$2K +93 New
BIA
665
Bell Investment Advisors
California
$1.93K +$29 +1 +2%
EBA
666
Eagle Bay Advisors
New York
$1.75K – – –
SIC
667
SJS Investment Consulting
Ohio
$1.75K +$1.04K +36 +144%
TWP
668
TFO Wealth Partners
Ohio
$1.66K +$1.66K +12 New
LWP
669
Laurel Wealth Planning
Minnesota
$1.58K – – –
HCP
670
Hexagon Capital Partners
Arkansas
$1.47K -$2.01K -70 -58%
VCM
671
Versant Capital Management
Arizona
$1.47K – – –
RBC
672
Romano Brothers & Co
Illinois
$1.27K +$1.27K +44 New
Fidelity International
673
Fidelity International
Bermuda
$1.15K +$1.15K +40 New
GI
674
Gradient Investments
Minnesota
$1.06K +$489 +17 +85%
AA
675
Addison Advisors
Vermont
$1.04K – – –
25 26
27
28 29