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653 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 273 increasing their positions, 190 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 190

43% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 75

4% more funds holding

Funds holding: 630653 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less call options, than puts

Call options by funds: $123M | Put options by funds: $134M

5.38% less ownership

Funds ownership: 100.19%94.81% (-5.4%)

6% less capital invested

Capital invested by funds: $12.9B → $12.1B (-$822M)

Holders
653
Holders Change
+23
Holders Change %
+3.65%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
107
Increased
273
Reduced
190
Closed
75
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
226
Engineers Gate Manager
New York
$1.96M -$1.2M -71,550 -40%
CAM
227
Cresset Asset Management
Illinois
$1.92M +$331K +19,786 +23%
MFG
228
MidWestOne Financial Group
Iowa
$1.91M +$783K +46,865 +78%
GCP
229
GSA Capital Partners
United Kingdom
$1.9M +$1.39M +82,881 +357%
NA
230
NewEdge Advisors
Louisiana
$1.83M +$1.53M +91,615 +363%
APF
231
Alaska Permanent Fund
Alaska
$1.82M +$1.33M +79,486 +357%
TC
232
Tejara Capital
United Kingdom
$1.77M +$1.65M +98,800 New
Rafferty Asset Management
233
Rafferty Asset Management
New York
$1.77M +$398K +23,790 +32%
JAM
234
Jupiter Asset Management
United Kingdom
$1.74M +$1.62M +96,999 New
State of Tennessee, Department of Treasury
235
State of Tennessee, Department of Treasury
Tennessee
$1.73M -$3.35M -200,190 -68%
VPIM
236
Vanguard Personalized Indexing Management
California
$1.72M -$551K -32,950 -26%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$1.72M +$48.2K +2,884 +3%
Creative Planning
238
Creative Planning
Kansas
$1.71M +$504K +30,185 +46%
DC
239
Davenport & Co
Virginia
$1.7M +$6.87K +411 +0.4%
AWM
240
AE Wealth Management
Kansas
$1.7M +$1.41M +84,448 +811%
PMIA
241
Patrick Mauro Investment Advisor
Illinois
$1.68M +$99.2K +5,939 +7%
OSNBOA
242
Old Second National Bank of Aurora
Illinois
$1.67M -$13.6K -816 -0.9%
NYLIM
243
New York Life Investment Management
New York
$1.66M -$58.5K -3,498 -4%
AC
244
AXQ Capital
New Jersey
$1.65M +$1.3M +77,700 +543%
RJFSA
245
Raymond James Financial Services Advisors
Florida
$1.65M -$102K -6,080 -6%
SI
246
SCP Investment
California
$1.65M +$1.34M +80,000 +678%
PAM
247
Panagora Asset Management
Massachusetts
$1.64M -$32.1K -1,919 -2%
NRD
248
Nebula Research & Development
New York
$1.63M +$1.1M +65,536 +256%
SAM
249
Soviero Asset Management
New York
$1.61M +$1.5M +90,000 New
YCM
250
Yousif Capital Management
Michigan
$1.61M -$3.86K -231 -0.3%

AES Hedge Fund Activity: Q1 2024 in Review

653 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2024, worth a combined $12.1B — down 6.4% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AES positions and 75 closed out — a net gain of 32 holders — while 273 added to existing stakes and 190 trimmed.

The largest buyer was Capital International Investors, adding an estimated $133M. The largest seller was Capital World Investors, cutting an estimated $769M.

  • 653 institutional investors held AES (AES) as of Q1 2024, up from 630 in Q4 2023.
  • Funds reported $12.1B of AES stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 107 funds opened new AES positions in Q1 2024 and 75 closed out, a net change of +32 holders.
  • The largest AES buyer in Q1 2024 was Capital International Investors, an estimated $133M added.
  • The largest AES seller in Q1 2024 was Capital World Investors, an estimated $769M sold.

Based on aggregated 13F filings for Q1 2024.