We are live on ! Find out more

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
PI
276
PineBridge Investments
New York
$1.06M -$751K -46,185 -46%
KRS
277
Kentucky Retirement Systems
Kentucky
$1.03M -$11.3K -694 -1%
M&T Bank
278
M&T Bank
New York
$1.02M +$8.64K +531 +1%
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$1.02M -$14.9K -917 -2%
PWG
280
Portside Wealth Group
Utah
$1.02M +$43.5K +2,675 +5%
MSRPS
281
Maryland State Retirement & Pension System
Maryland
$1.01M
OPERF
282
Oregon Public Employees Retirement Fund
Oregon
$1.01M +$6.51K +400 +0.8%
CANY
283
Caxton Associates (New York)
New York
$994K +$840K +51,652 New
AssetMark Inc
284
AssetMark Inc
California
$993K +$88.8K +5,457 +12%
RAM
285
Readystate Asset Management
Illinois
$976K -$2.1K -129 -0.3%
SEI Investments
286
SEI Investments
Pennsylvania
$958K -$1.15M -70,588 -59%
FHB
287
First Hawaiian Bank
Hawaii
$952K
SPIA
288
Steward Partners Investment Advisory
New York
$950K -$41.6K -2,560 -5%
MA
289
Mutual Advisors
Nebraska
$932K +$5.48K +337 +0.7%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$930K -$62.7K -3,852 -7%
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$893K -$13.7K -843 -2%
BTWM
292
Baker Tilly Wealth Management
Wisconsin
$879K +$145K +8,943 +24%
HIMCH
293
Hartford Investment Management Co (HIMCO)
Connecticut
$866K -$7.61K -468 -1%
First Trust Advisors
294
First Trust Advisors
Illinois
$866K -$2.16M -132,753 -75%
Federated Hermes
295
Federated Hermes
Pennsylvania
$863K +$729K +44,813 New
QCM
296
Quantinno Capital Management
New York
$854K +$493K +30,337 +216%
JFG
297
Jefferies Financial Group
New York
$845K +$714K +43,920 New
QT
298
Quantbot Technologies
New York
$826K +$698K +42,901 New
SAM
299
Securian Asset Management
Minnesota
$815K -$92.9K -5,710 -12%
RJT
300
Raymond James Trust
Florida
$797K -$18.9K -1,162 -3%

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.