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AES
AES

Overview Fund Activity

650 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 190 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
105
Increased
272
Reduced
190
Closed
74
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$822M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$123M
4
Millennium Management
4
Millennium Management
New York
$148M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$103M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$454M
2
Morgan Stanley
2
Morgan Stanley
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.59M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$64.4M
5
State Street
5
State Street
Massachusetts
$583M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
701
Sentry Investment Management
Wisconsin
– -$68K -3,511 Closed
GFL
702
Granite FO LLC
New Hampshire
– -$57.8K -3,000 Closed
FMTCOCP
703
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$49K -2,525 Closed
GWS
704
Glassman Wealth Services
Virginia
– -$37.1K -1,928 Closed
HDIM
705
Hanson & Doremus Investment Management
Vermont
– -$32K -1,650 Closed
RFA
706
Resurgent Financial Advisors
Georgia
– -$24.2K -1,257 Closed
TCWA
707
Turtle Creek Wealth Advisors
Texas
– -$20.1K -1,042 Closed
Loomis, Sayles & Company
708
Loomis, Sayles & Company
Massachusetts
– -$18K -946 Closed
CA
709
Clearstead Advisors
Ohio
– -$10.4K -538 Closed
FPFS
710
First Personal Financial Services
North Carolina
– -$8.82K -458 Closed
FUBT
711
First United Bank & Trust
Maryland
– -$4.99K -259 Closed
PPC
712
Park Place Capital
Alabama
– -$4.2K -218 Closed
EC
713
EdgeRock Capital
Colorado
– -$3.02K -176 Closed
HCM
714
Hollencrest Capital Management
California
– -$2.89K -150 Closed
NMG
715
New Millennium Group
Utah
– -$2.58K -134 Closed
LIWM
716
Long Island Wealth Management
New York
– -$2K -120 Closed
MTIC
717
Missouri Trust & Investment Company
Missouri
– -$2.04K -106 Closed
CCA
718
Criterion Capital Advisors
Tennessee
– -$1.16K -60 Closed
WPA
719
West Paces Advisors
Georgia
– -$712 -37 Closed
FDCP
720
Foster Dykema Cabot & Partners
Massachusetts
– -$597 -31 Closed
GI
721
Gradient Investments
Minnesota
– -$135 -7 Closed
M
722
MOTCO
Texas
– -$96 -5 Closed
MSWM
723
McGlone Suttner Wealth Management
Wisconsin
– -$60 -3 Closed
AWM
724
Abound Wealth Management
Tennessee
– -$16 -1 Closed
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