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AES
AES

Overview Fund Activity

633 hedge funds and large institutions have $13.1B invested in AES in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-39
Holders Change %
-5.8%
% of All Funds
9.98%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
46
Increased
248
Reduced
247
Closed
80
Calls
$60M
Puts
$20.4M
Net Calls
+$39.6M
Net Calls Change
+$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$429M
3
Marshall Wace
Marshall Wace
United Kingdom
$50.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$551M
5
MGIM
M&G Investment Management
United Kingdom
$141M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$966M
2
Jennison Associates
Jennison Associates
New York
$15.5M
3
OCAM
Owl Creek Asset Management
New York
$0
4
Truist Financial
Truist Financial
North Carolina
$8.21M
5
CM
Corvex Management
New York
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
676
Atria Wealth Solutions
New York
– -$226K -9,367 Closed
IWA
677
Inspirion Wealth Advisors
Illinois
– -$223K -9,246 Closed
FNT
678
First National Trust
Pennsylvania
– -$222K -9,212 Closed
BPC
679
Banque Pictet & Cie
Switzerland
– -$220K -9,154 Closed
SCA
680
Snowden Capital Advisors
New York
– -$217K -8,999 Closed
LCM
681
LCM Capital Management
Illinois
– -$214K -8,885 Closed
BCM
682
Brookstone Capital Management
Illinois
– -$216K -8,868 Closed
UH
683
Unigestion Holding
Switzerland
– -$202K -8,583 Closed
RCA
684
Ranch Capital Advisors
Florida
– -$206K -8,539 Closed
WSTAM
685
Wilbanks Smith & Thomas Asset Management
Virginia
– -$205K -8,513 Closed
CBTWT
686
Community Bank & Trust (Waco, Texas)
Texas
– -$202K -8,383 Closed
DI
687
Diligent Investors
California
– -$201K -8,349 Closed
HIIFS
688
Harel Insurance Investments & Financial Services
Israel
– -$167K -7,079 Closed
SFM
689
Systematic Financial Management
New Jersey
– -$164K -6,814 Closed
UAML
690
US Asset Management LLC
Pennsylvania
– -$156K -6,474 Closed
BAM
691
Belpointe Asset Management
Nevada
– -$142K -5,904 Closed
SOW
692
State of Wyoming
Wyoming
– -$101K -4,200 Closed
AAS
693
Ameritas Advisory Services
Nebraska
– -$79K -3,281 Closed
ASN
694
Advisory Services Network
Georgia
– -$51.2K -2,127 Closed
QL
695
Quarry LP
New York
– -$44.6K -1,851 Closed
BWM
696
BerganKDV Wealth Management
Minnesota
– -$43.6K -1,812 Closed
GC
697
Gould Capital
Washington
– -$38.3K -1,590 Closed
JIR
698
James Investment Research
Ohio
– -$37K -1,540 Closed
TFGT
699
TS Financial Group (TSFG)
Illinois
– -$30K -1,250 Closed
PP
700
Paloma Partners
Connecticut
– -$26.8K -1,114 Closed
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