698 hedge funds and large institutions have $13.9B invested in AES in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 282 increasing their positions, 240 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
10.1%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
94
Increased
282
Reduced
240
Closed
83
Calls
$191M
Puts
$146M
Net Calls
+$45.1M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
651
Semmax Financial Advisors
North Carolina
$2.53K
Kayne Anderson Rudnick Investment Management
652
Kayne Anderson Rudnick Investment Management
California
$2.3K
MSG
653
Main Street Group
Virginia
$2.12K +$20 +1 +1%
FMP
654
Financial Management Professionals
Texas
$2K
HPC
655
HM Payson & Co
Maine
$1.95K +$1.95K +97 New
CWC
656
Carolinas Wealth Consulting
North Carolina
$1.89K +$100 +5 +6%
AIM
657
Anchor Investment Management
South Carolina
$1.81K
CPG
658
Cornerstone Planning Group
New Jersey
$1.64K
RFS
659
Richardson Financial Services
Massachusetts
$1.39K +$696 +37 +100%
CA
660
Clearstead Advisors
Ohio
$1.37K +$1.37K +68 New
TCA
661
Trifecta Capital Advisors
Illinois
$1.3K
TCM
662
TD Capital Management
Tennessee
$1.3K +$20 +1 +2%
EBA
663
Eagle Bay Advisors
New York
$1.22K
SWM
664
Sugarloaf Wealth Management
Georgia
$1.17K
LI
665
LRI Investments
Florida
$1.09K
VWA
666
Valued Wealth Advisors
Utah
$1.09K +$462 +23 +74%
CPA
667
Capital Performance Advisors
California
$1.02K +$1.02K +51 New
AW
668
Avion Wealth
Texas
$1K +$394 +26 +65%
HFS
669
HBC Financial Services
Washington
$1K +$1K +84 New
SIC
670
SJS Investment Consulting
Ohio
$923 +$40 +2 +5%
SIC
671
Salem Investment Counselors
North Carolina
$923 +$923 +46 New
DPW
672
DiNuzzo Private Wealth
Pennsylvania
$863 +$60 +3 +8%
CTC
673
Central Trust Company
Missouri
$783 +$80 +4 +11%
BWP
674
Baldwin Wealth Partners
Massachusetts
$762 +$762 +38 New
AA
675
Addison Advisors
Vermont
$723