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AES
AES

Overview Fund Activity

703 hedge funds and large institutions have $8.45B invested in AES in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
9.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
120
Increased
262
Reduced
250
Closed
106
Calls
$128M
Puts
$226M
Net Calls
-$97.9M
Net Calls Change
-$143M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$122M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$633M
3
Ameriprise
Ameriprise
Minnesota
$367M
4
Invesco
Invesco
Georgia
$205M
5
SSM
Sound Shore Management
Connecticut
$69.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$347M
2
Barclays
Barclays
United Kingdom
$19.4M
3
DZ Bank
DZ Bank
Germany
$0
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$6.71M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
651
WPG Advisers
Maryland
$1.78K +$1.78K +138 New
NMG
652
New Millennium Group
Utah
$1.73K – – –
OW
653
Olistico Wealth
Oklahoma
$1.66K – – –
CH
654
Cromwell Holdings
Wyoming
$1.65K -$20.5K -1,595 -93%
FMP
655
Financial Management Professionals
Texas
$1.6K – – –
LFG
656
Larson Financial Group
Missouri
$1.57K -$425 -33 -21%
SIM
657
Synergy Investment Management
Florida
$1.52K +$1.52K +118 New
MSWM
658
Mowery & Schoenfeld Wealth Management
Illinois
$1.4K +$1.4K +109 New
CMA
659
Cedar Mountain Advisors
Oregon
$1.29K +$1.29K +100 New
SWA
660
SOA Wealth Advisors
New York
$1.29K +$1.29K +100 New
AIM
661
Anchor Investment Management
South Carolina
$1.16K – – –
LI
662
LRI Investments
Florida
$1K – – –
HFS
663
HBC Financial Services
Washington
$1K – – –
NWM
664
Navigoe Wealth Management
California
$1K +$1K +135 New
SO
665
Sierra Ocean
California
$938 +$938 +72 New
VWA
666
Valued Wealth Advisors
Utah
$865 +$168 +13 +24%
TCM
667
TD Capital Management
Tennessee
$845 +$13 +1 +2%
TCA
668
Trifecta Capital Advisors
Illinois
$837 – – –
EBA
669
Eagle Bay Advisors
New York
$785 – – –
GBT
670
Grove Bank & Trust
Florida
$759 +$759 +59 New
CPG
671
Cornerstone Planning Group
New Jersey
$755 -$378 -33 -33%
SWM
672
Sugarloaf Wealth Management
Georgia
$655 -$90 -7 -12%
PWA
673
Physician Wealth Advisors
Utah
$644 +$644 +50 New
MCM
674
Manchester Capital Management
Vermont
$605 -$5.41K -420 -90%
WCM
675
WealthTrak Capital Management
Virginia
$515 +$515 +40 New
25 26
27
28 29