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Alset
AEI

13 hedge funds and large institutions have $809K invested in Alset in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $512K → $809K (+$297K)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

2.61% more ownership

Funds ownership: 3% → 5.61% (+2.6%)

24% less funds holding

Funds holding: 17 → 13 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
13
Holders Change
-4
Holders Change %
-23.53%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Walleye Capital
Walleye Capital
New York
+$655K
2
Renaissance Technologies
Renaissance Technologies
New York
+$7.28K
3
TRCT
Tower Research Capital (TRC)
New York
+$4.1K
4
UBS Group
UBS Group
Switzerland
+$2.98K
5
Wells Fargo
Wells Fargo
California
+$26

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$27.8K
2
Citigroup
Citigroup
New York
-$1.39K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$664
4
WWP
WR Wealth Planners
Missouri
-$485
5
ASN
Advisory Services Network
Georgia
-$345
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
1
Walleye Capital
New York
$467K +$655K +297,293 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$158K – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$145K +$7.28K +3,300 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$26.3K – – –
TRCT
5
Tower Research Capital (TRC)
New York
$7K +$4.1K +1,858 +79%
UBS Group
6
UBS Group
Switzerland
$4.37K +$2.98K +1,351 +97%
HCM
7
Hollencrest Capital Management
California
$954 – – –
IA
8
IFS Advisors
Kansas
$532 – – –
BCMLT
9
Beacon Capital Management LLC (Tennessee)
Tennessee
$397 – – –
Morgan Stanley
10
Morgan Stanley
New York
$119 -$220 -100 -57%
Wells Fargo
11
Wells Fargo
California
$56 +$26 +12 +52%
WWP
12
WR Wealth Planners
Missouri
$52 -$485 -220 -87%
Citadel Advisors
13
Citadel Advisors
Florida
– -$27.8K -12,108 Closed
Citigroup
14
Citigroup
New York
– -$1.39K -605 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$664 -301 -80%
ASN
16
Advisory Services Network
Georgia
– -$345 -150 Closed
CS
17
Credit Suisse
Switzerland
– -$189 -82 Closed
Bank of America
18
Bank of America
North Carolina
– -$9 -4 Closed

AEI Hedge Fund Activity: Q1 2023 in Review

13 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alset (AEI) for Q1 2023, worth a combined $809K — up 58% from $512K a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AEI and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was Walleye Capital, opening a new position worth an estimated $655K. The largest seller was Citadel Advisors, exiting entirely with an estimated $27.8K sold.

  • 13 institutional investors held Alset (AEI) as of Q1 2023, down from 17 in Q4 2022.
  • Funds reported $809K of Alset stock for Q1 2023, up 58% quarter-over-quarter.
  • 1 fund opened new Alset positions in Q1 2023 and 5 closed out, a net change of -4 holders.
  • The largest Alset buyer in Q1 2023 was Walleye Capital, an estimated $655K added.
  • The largest Alset seller in Q1 2023 was Citadel Advisors, an estimated $27.8K sold.

Based on aggregated 13F filings for Q1 2023.