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AERT

Aeries Technology
AERT

47 hedge funds and large institutions have $222M invested in Aeries Technology in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

9% more funds holding

Funds holding: 43 → 47 (+4)

0% more capital invested

Capital invested by funds: $221M → $222M (+$975K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 11.81% → 11.68% (-0.13%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
10
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTCM
First Trust Capital Management
Illinois
+$9.74M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$8.94M
3
WCMNY
Westchester Capital Management (New York)
New York
+$8.88M
4
GCL
Glazer Capital LLC
New York
+$7.18M
5
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
+$5.14M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$20.2M
2
RCM
Radcliffe Capital Management
Pennsylvania
-$11.4M
3
Marshall Wace
Marshall Wace
United Kingdom
-$9.71M
4
CSS
Cubist Systematic Strategies
Connecticut
-$8.83M
5
SC
Sculptor Capital
New York
-$5.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
QL
26
Quarry LP
New York
$2.07M +$2.05M +25,000 New
MC
27
Meteora Capital
Florida
$2.03M +$2.01M +24,519 New
Toronto Dominion Bank
28
Toronto Dominion Bank
Ontario, Canada
$1.82M – – –
Nomura Holdings
29
Nomura Holdings
Japan
$1.67M – – –
WAM
30
Wolverine Asset Management
Illinois
$1.59M +$860K +10,467 +119%
Bank of America
31
Bank of America
North Carolina
$1.55M +$329 +4 +0%
PCM
32
Prelude Capital Management
New York
$1.55M +$1.54M +18,750 New
WA
33
Whitebox Advisors
Minnesota
$1.26M – – –
DCM
34
Dupont Capital Management
Delaware
$1.03M – – –
CAC
35
Cowen and Company
New York
$1.03M +$1.03M +12,500 New
CSS
36
Cubist Systematic Strategies
Connecticut
$860K -$8.83M -107,473 -91%
LCM
37
Landscape Capital Management
New Jersey
$697K +$264K +3,216 +62%
CC
38
Centiva Capital
New York
$520K – – –
COPPSERS
39
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$518K – – –
VF
40
Virtu Financial
New York
$397K +$393K +4,789 New
HIM
41
HGC Investment Management
Ontario, Canada
$363K – – –
Barclays
42
Barclays
United Kingdom
$327K – – –
CM
43
Cohanzick Management
New York
$258K – – –
SCM
44
Saba Capital Management
New York
$217K – – –
HF
45
HRT Financial
New York
$146K – – –
CS
46
Clear Street
New York
$49.7K +$49.3K +600 New
UBS Group
47
UBS Group
Switzerland
$13.5K +$11.5K +140 +609%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
– -$20.2M -247,500 Closed
Marshall Wace
49
Marshall Wace
United Kingdom
– -$9.71M -118,974 Closed
TCA
50
Taconic Capital Advisors
New York
– -$4.08M -50,000 Closed
1
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AERT Hedge Fund Activity: Q1 2023 in Review

47 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Aeries Technology (AERT) for Q1 2023, worth a combined $222M — up 0.44% from $221M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AERT positions and 9 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was First Trust Capital Management, adding an estimated $9.74M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $20.2M sold.

  • 47 institutional investors held Aeries Technology (AERT) as of Q1 2023, up from 43 in Q4 2022.
  • Funds reported $222M of Aeries Technology stock for Q1 2023, up 0.44% quarter-over-quarter.
  • 13 funds opened new Aeries Technology positions in Q1 2023 and 9 closed out, a net change of +4 holders.
  • The largest Aeries Technology buyer in Q1 2023 was First Trust Capital Management, an estimated $9.74M added.
  • The largest Aeries Technology seller in Q1 2023 was Balyasny Asset Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2023.