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 %
A
676
AlphaQuest
New York
$682 -$56.3K -2,807 -99%
TCG
677
Transcendent Capital Group
Oklahoma
$642
LIS
678
Legacy Investment Solutions
Idaho
$627 +$627 +46 New
LWMI
679
Legacy Wealth Management (Idaho)
Idaho
$627 +$627 +46 New
CIAS
680
CBIZ Investment Advisory Services
Ohio
$621 +$621 +31 New
TWD
681
True Wealth Design
Ohio
$602 +$100 +5 +20%
AWM
682
Avior Wealth Management
Nebraska
$601 +$601 +30 New
OC
683
Oakworth Capital
Alabama
$562 +$562 +28 New
FPFS
684
First Personal Financial Services
North Carolina
$482 +$482 +24 New
VAMG
685
Voisard Asset Management Group
Michigan
$462 +$462 +23 New
FFC
686
First Financial Corp
Indiana
$461
KFI
687
Key Financial Inc
Pennsylvania
$421 +$421 +21 New
PCWA
688
Pacific Capital Wealth Advisors
California
$401 +$401 +20 New
HFS
689
Horizon Financial Services
North Carolina
$341
RI
690
Ridgewood Investments
New Jersey
$281
AFS
691
Annapolis Financial Services
Maryland
$207 +$207 +10 New
WA
692
WestEnd Advisors
North Carolina
$201 +$20 +1 +11%
WBC
693
West Branch Capital
Massachusetts
$201 +$201 +10 New
MFG
694
Mendota Financial Group
Wisconsin
$121 +$121 +6 New
NL
695
NVWM LLC
Pennsylvania
$100 -$200 -10 -67%
BCWM
696
Bartlett & Co Wealth Management
Ohio
$60
CJ
697
Caitlin John
Michigan
$41 -$3.83K -280 -99%
EWP
698
Elevation Wealth Partners
California
$10 -$9
CMP
699
Coston McIsaac & Partners
Maine
$5
DWM
700
Dogwood Wealth Management
Kansas
$1 -$1