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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$9.74M |
| 2 |
D.E. Shaw & Co
New York
|
+$8.94M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
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
Chicago,
Illinois
|
-$20.2M |
| 2 |
RCM
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
-$11.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$9.71M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$8.83M |
| 5 |
SC
Sculptor Capital
New York
|
-$5.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$1.55M | -19,000 | Closed |
|
|
HCM
52
Highbridge Capital Management
New York
| – | -$1.07M | -13,152 | Closed |
|
|
TCM
53
Tuttle Capital Management
Riverside,
Connecticut
| – | -$603K | -7,425 | Closed |
|
|
SCM
54
Segantii Capital Management
Hong Kong
| – | -$509K | -6,250 | Closed |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$321K | -3,938 | Closed |
|
|
CH
56
CVI Holdings
Wilmington,
Delaware
| – | -$305K | -3,747 | Closed |
|
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.