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AES
AES

Overview Fund Activity

672 hedge funds and large institutions have $15.3B invested in AES in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 239 increasing their positions, 259 reducing their positions, and 83 closing their positions.

Holders
672
Holders Change
-17
Holders Change %
-2.47%
% of All Funds
10.76%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
75
Increased
239
Reduced
259
Closed
83
Calls
$44.4M
Puts
$10.6M
Net Calls
+$33.8M
Net Calls Change
-$3.38M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$74.4M
3
Capital World Investors
3
Capital World Investors
California
$1.73B
4
EIP
4
Energy Income Partners
Connecticut
$56.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$280M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$585M
2
Capital International Investors
2
Capital International Investors
California
$1.37B
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$355M
5
UBS AM
5
UBS AM
Illinois
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
701
B. Riley Wealth Advisors
Florida
– -$451K -15,691 Closed
DU
702
Delphia (USA)
Ontario, Canada
– -$421K -14,643 Closed
WAM
703
Wakefield Asset Management
Colorado
– -$353K -12,270 Closed
Capital Fund Management (CFM)
704
Capital Fund Management (CFM)
France
– -$347K -12,054 Closed
CC
705
Callan Capital
California
– -$323K -11,216 Closed
WPC
706
Wedmont Private Capital
Pennsylvania
– -$277K -10,464 Closed
MAM
707
Meeder Asset Management
Ohio
– -$301K -10,453 Closed
DWA
708
Dorsey Wright & Associates
California
– -$283K -9,830 Closed
CGL
709
Clarius Group LLC
Washington
– -$277K -9,630 Closed
Lord, Abbett & Co
710
Lord, Abbett & Co
New Jersey
– -$259K -9,000 Closed
SIG
711
Stonegate Investment Group
Alabama
– -$250K -8,688 Closed
CBNLCF
712
Cognios Beta Neutral Large Cap Fund
Kansas
– -$240K -8,341 Closed
MAS
713
Meeder Advisory Services
Ohio
– -$234K -8,147 Closed
IFU
714
iSAM Funds (UK)
United Kingdom
– -$234K -8,138 Closed
CI
715
Cigna Investments
Connecticut
– -$232K -8,078 Closed
MMA
716
Miracle Mile Advisors
California
– -$231K -8,038 Closed
SAM
717
Smithbridge Asset Management
Pennsylvania
– -$222K -7,730 Closed
HIMC
718
Heritage Investors Management Corp
Maryland
– -$221K -7,700 Closed
HAIM
719
Hunter Associates Investment Management
Pennsylvania
– -$218K -7,576 Closed
BL
720
Balentine LLC
Georgia
– -$215K -7,478 Closed
FMAEN1
721
Fund Management at Engine No 1
California
– -$212K -7,356 Closed
IAIM
722
International Assets Investment Management
Florida
– -$210K -7,297 Closed
Vontobel Holding
723
Vontobel Holding
Switzerland
– -$210K -7,291 Closed
BP
724
Ballentine Partners
Massachusetts
– -$205K -7,124 Closed
FW
725
FirstPurpose Wealth
Utah
– -$205K -7,122 Closed
27 28
29
30 31