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630 hedge funds and large institutions have $12.9B invested in AES in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

35% more capital invested

Capital invested by funds: $9.57B → $12.9B (+$3.34B)

25% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 84

19% more call options, than puts

Call options by funds: $138M | Put options by funds: $116M

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

6.17% more ownership

Funds ownership: 94.03%100.19% (+6.2%)

2% more funds holding

Funds holding: 617630 (+13)

Holders
630
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
9.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
105
Increased
235
Reduced
212
Closed
84
Calls
$138M
Puts
$116M
Net Calls
+$22.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$1.68M +$433K +26,621 +44%
Cerity Partners
227
Cerity Partners
New York
$1.67M +$106K +6,538 +8%
CWM
228
CIBC World Markets
New York
$1.67M +$746K +45,885 +113%
SWS
229
SYSTM Wealth Solutions
Illinois
$1.65M -$243K -14,969 -15%
MML Investors Services
230
MML Investors Services
Massachusetts
$1.58M +$358K +21,983 +37%
BFM
231
Boothbay Fund Management
New York
$1.55M -$581K -35,712 -31%
A
232
AustralianSuper
Australia
$1.54M +$353K +21,688 +37%
TRCT
233
Tower Research Capital (TRC)
New York
$1.54M +$307K +18,852 +31%
Janus Henderson Group
234
Janus Henderson Group
United Kingdom
$1.53M -$8.65K -532 -0.7%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M -$1.25M -77,033 -49%
MCM
236
Monarch Capital Management
Indiana
$1.51M +$63.5K +3,907 +5%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$1.51M -$1.04M -64,157 -45%
BCIM
238
British Columbia Investment Management
British Columbia, Canada
$1.48M +$273K +16,757 +28%
HCM
239
Huber Capital Management
California
$1.47M -$381K -23,400 -23%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$1.45M
NAM
241
Nissay Asset Management
Japan
$1.44M +$49.2K +3,026 +4%
Rafferty Asset Management
242
Rafferty Asset Management
New York
$1.44M +$105K +6,466 +9%
SG Americas Securities
243
SG Americas Securities
New York
$1.42M +$127K +7,813 +12%
Schroder Investment Management Group
244
Schroder Investment Management Group
United Kingdom
$1.41M -$267K -16,395 -18%
SOADOR
245
State of Alaska Department of Revenue
Alaska
$1.39M -$118K -7,250 -9%
Mariner
246
Mariner
Kansas
$1.39M +$554K +34,045 +89%
CGIM
247
Capital Group Investment Management
Singapore
$1.36M -$10.3M -632,247 -90%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$1.36M +$630K +38,741 +122%
EP
249
Edgestream Partners
New Jersey
$1.36M +$1.14M +70,393 New
GCM
250
Greenland Capital Management
New York
$1.35M -$296K -18,180 -21%

AES Hedge Fund Activity: Q4 2023 in Review

630 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2023, worth a combined $12.9B — up 35% from $9.57B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new AES positions and 84 closed out — a net gain of 21 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Capital World Investors, adding an estimated $504M. The largest seller was Wellington Management Group, cutting an estimated $127M.

  • 630 institutional investors held AES (AES) as of Q4 2023, up from 617 in Q3 2023.
  • Funds reported $12.9B of AES stock for Q4 2023, up 35% quarter-over-quarter.
  • 105 funds opened new AES positions in Q4 2023 and 84 closed out, a net change of +21 holders.
  • The largest AES buyer in Q4 2023 was Capital World Investors, an estimated $504M added.
  • The largest AES seller in Q4 2023 was Wellington Management Group, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2023.