Aeries Technology
AERT
12 hedge funds and large institutions have $4.08M invested in Aeries Technology in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.33% less ownership
Funds ownership: 1.64% → 1.32% (-0.33%)
18% less capital invested
Capital invested by funds: $4.96M → $4.08M (-$884K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$3.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$708 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CAAS Capital Management
New York
|
-$301K |
| 2 |
SOA
Sea Otter Advisors
Miami,
Florida
|
-$216K |
| 3 |
DC
Diametric Capital
Boston,
Massachusetts
|
-$185K |
| 4 |
SIM
Sandia Investment Management
Boston,
Massachusetts
|
-$185K |
| 5 |
SRCM
Sage Rock Capital Management
New York
|
-$99.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
1
Sandia Investment Management
Boston,
Massachusetts
| $728K | -$185K | -9,659 | -21% |
|
|
DC
2
Diametric Capital
Boston,
Massachusetts
| $728K | -$185K | -9,659 | -21% |
|
|
MC
3
Meteora Capital
Boca Raton,
Florida
| $643K | – | – | – |
|
|
PAMP
4
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $532K | – | – | – |
|
|
SOA
5
Sea Otter Advisors
Miami,
Florida
| $514K | -$216K | -11,266 | -31% |
|
|
SC
6
Sculptor Capital
New York
| $319K | – | – | – |
|
|
SRCM
7
Sage Rock Capital Management
New York
| $304K | -$99.4K | -5,194 | -26% |
|
|
MF
8
Magnetar Financial
Evanston,
Illinois
| $256K | – | – | – |
|
|
9
Marshall Wace
London,
United Kingdom
| $52.8K | +$3.1K | +162 | +7% |
|
|
TCM
10
Tuttle Capital Management
Riverside,
Connecticut
| $1.92K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $768 | +$708 | +37 | New |
|
|
FCA
12
FinTrust Capital Advisors
Greenville,
South Carolina
| $134 | – | – | – |
|
|
CCM
13
CAAS Capital Management
New York
| – | -$301K | -15,625 | Closed |
|
AERT Hedge Fund Activity: Q1 2024 in Review
12 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Aeries Technology (AERT) for Q1 2024, worth a combined $4.08M — down 18% from $4.96M a quarter earlier.
Fund positioning in AERT was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was Marshall Wace, adding an estimated $3.1K. The largest seller was CAAS Capital Management, exiting entirely with an estimated $301K sold.
- 12 institutional investors held Aeries Technology (AERT) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $4.08M of Aeries Technology stock for Q1 2024, down 18% quarter-over-quarter.
- 1 fund opened new Aeries Technology positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Aeries Technology buyer in Q1 2024 was Marshall Wace, an estimated $3.1K added.
- The largest Aeries Technology seller in Q1 2024 was CAAS Capital Management, an estimated $301K sold.
Based on aggregated 13F filings for Q1 2024.