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Alset
AEI

19 hedge funds and large institutions have $315K invested in Alset in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding

Funds holding: 14 → 19 (+5)

21% more capital invested

Capital invested by funds: $261K → $315K (+$53.7K)

2.15% more ownership

Funds ownership: 2.74% → 4.89% (+2.1%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brasada Capital Management
Texas
+$237K
2
Citadel Advisors
Citadel Advisors
Florida
+$20.7K
3
VF
Virtu Financial
New York
+$12K
4
UBS Group
UBS Group
Switzerland
+$4.76K
5
Millennium Management
Millennium Management
New York
+$4.56K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$63.3K
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.71K
3
TRCT
Tower Research Capital (TRC)
New York
-$1.88K
4
Morgan Stanley
Morgan Stanley
New York
-$80
5
JP Morgan Chase
JP Morgan Chase
New York
-$4
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brasada Capital Management
Texas
$156K +$237K +223,606 New
Renaissance Technologies
2
Renaissance Technologies
New York
$72K -$3.71K -3,500 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.5K -$63.3K -59,670 -60%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$19.6K – – –
Citadel Advisors
5
Citadel Advisors
Florida
$13.6K +$20.7K +19,481 New
Millennium Management
6
Millennium Management
New York
$11.2K +$4.56K +4,299 +36%
VF
7
Virtu Financial
New York
$8K +$12K +11,345 New
TRCT
8
Tower Research Capital (TRC)
New York
$3.3K -$1.88K -1,767 -27%
UBS Group
9
UBS Group
Switzerland
$3.23K +$4.76K +4,491 +3,163%
IA
10
IFS Advisors
Kansas
$233 – – –
BCMLT
11
Beacon Capital Management LLC (Tennessee)
Tennessee
$174 – – –
Bank of America
12
Bank of America
North Carolina
$120 +$180 +170 +8,500%
WWP
13
WR Wealth Planners
Missouri
$75 +$115 +108 New
Morgan Stanley
14
Morgan Stanley
New York
$52 -$80 -75 -50%
Wells Fargo
15
Wells Fargo
California
$22 +$1 +1 +3%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22 +$33 +31 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$3 +$2 +2 +67%
JP Morgan Chase
18
JP Morgan Chase
New York
$1 -$4 -4 -67%

AEI Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alset (AEI) for Q1 2024, worth a combined $315K — up 21% from $261K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AEI positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Brasada Capital Management, opening a new position worth an estimated $237K. The largest seller was Vanguard Group, cutting an estimated $63.3K.

  • 19 institutional investors held Alset (AEI) as of Q1 2024, up from 14 in Q4 2023.
  • Funds reported $315K of Alset stock for Q1 2024, up 21% quarter-over-quarter.
  • 5 funds opened new Alset positions in Q1 2024 and 0 closed out, a net change of +5 holders.
  • The largest Alset buyer in Q1 2024 was Brasada Capital Management, an estimated $237K added.
  • The largest Alset seller in Q1 2024 was Vanguard Group, an estimated $63.3K sold.

Based on aggregated 13F filings for Q1 2024.