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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 %
LIS
676
Legacy Investment Solutions
Idaho
$487 – – –
LWMI
677
Legacy Wealth Management (Idaho)
Idaho
$487 – – –
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$477 -$77 -6 -14%
GJIA
679
Glass Jacobson Investment Advisors
Maryland
$477 +$477 +37 New
RFS
680
Richardson Financial Services
Massachusetts
$476 -$476 -37 -50%
CTC
681
Central Trust Company
Missouri
$451 -$52 -4 -10%
OCM
682
Orion Capital Management
California
$438 +$438 +34 New
TCG
683
Transcendent Capital Group
Oklahoma
$412 – – –
AGWCA
684
Annis Gardner Whiting Capital Advisors
Florida
$387 +$387 +30 New
NL
685
NVWM LLC
Pennsylvania
$386 +$322 +25 +500%
CWM
686
Copia Wealth Management
Oregon
$373 +$373 +29 New
OC
687
Oakworth Capital
Alabama
$360 – – –
FFC
688
First Financial Corp
Indiana
$296 – – –
TWD
689
True Wealth Design
Ohio
$271 -$116 -9 -30%
KFI
690
Key Financial Inc
Pennsylvania
$270 – – –
PWA
691
Principia Wealth Advisory
Texas
$270 +$270 +21 New
NC
692
NewSquare Capital
Pennsylvania
$245 +$245 +19 New
ACA
693
Atlas Capital Advisors
Wyoming
$231 -$31.9K -2,489 -99%
HFS
694
Horizon Financial Services
North Carolina
$219 – – –
RI
695
Ridgewood Investments
New Jersey
$180 – – –
GFPC
696
Global Financial Private Client
Florida
$167 +$167 +13 New
NS
697
NBC Securities
Alabama
$153 -$169K -12,125 -100%
WW
698
Winnow Wealth
Texas
$133 +$133 +11 New
JWA
699
JFS Wealth Advisors
Pennsylvania
$116 -$3.24K -251 -97%
CSWM
700
Cassady Schiller Wealth Management
Ohio
$51 +$51 +4 New
26 27
28
29 30