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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
SRC
251
Sage Rhino Capital
California
$1.33M +$24.9K +1,531 +2%
Pathstone Holdings
252
Pathstone Holdings
New Jersey
$1.3M +$1.08M +66,701 New
H
253
HoyleCohen
California
$1.29M -$54.1K -3,327 -5%
SCM
254
Stevens Capital Management
Pennsylvania
$1.29M -$496K -30,520 -31%
TI
255
Tidal Investments
Wisconsin
$1.28M +$45.5K +2,797 +4%
CL
256
CSS LLC
Illinois
$1.28M +$840K +51,642 +352%
Creative Planning
257
Creative Planning
Kansas
$1.25M +$262K +16,102 +33%
DWA
258
Douglass Winthrop Advisors
New York
$1.24M
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$1.23M
WCBA
260
Weaver C. Barksdale & Associates
Tennessee
$1.21M -$266K -16,382 -21%
UCFA
261
United Capital Financial Advisors
Texas
$1.19M -$3.93M -241,441 -80%
DPIM
262
Duff & Phelps Investment Management
Illinois
$1.17M +$523K +32,168 +112%
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$1.17M +$57.5K +3,536 +6%
GC
264
GFG Capital
Florida
$1.17M -$81K -4,980 -8%
Bank of Nova Scotia
265
Bank of Nova Scotia
Ontario, Canada
$1.17M +$357K +21,928 +57%
MTIM
266
Marathon Trading Investment Management
Pennsylvania
$1.16M +$977K +60,037 New
PFM
267
Premier Fund Managers
United Kingdom
$1.16M +$244K +15,000 +33%
MFG
268
MidWestOne Financial Group
Iowa
$1.15M +$29.7K +1,823 +3%
CHAM
269
Clear Harbor Asset Management
Connecticut
$1.15M +$191K +11,727 +24%
PA
270
Parallel Advisors
California
$1.13M +$41.5K +2,550 +5%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M -$41.7K -2,562 -4%
BF
272
BOK Financial
Oklahoma
$1.1M -$1.08M -66,426 -54%
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$1.07M -$44.4K -2,731 -5%
NEI
274
Northwest & Ethical Investments
Ontario, Canada
$1.07M -$45.5K -2,795 -5%
GIBU
275
Gulf International Bank (UK)
United Kingdom
$1.06M -$119K -7,327 -12%

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.