We are live on ! Find out more

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
IIM
276
INTECH Investment Management
Florida
$1.27M +$1.18M +70,701 New
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$1.26M -$2.91K -174 -0.2%
NCFG
278
New Century Financial Group
New Jersey
$1.23M +$1.15M +68,871 New
BFEC
279
Benjamin F. Edwards & Company
Missouri
$1.22M +$732K +43,828 +182%
IFU
280
iSAM Funds (UK)
United Kingdom
$1.21M +$912K +54,569 +414%
CWM
281
CIBC World Markets
New York
$1.2M -$326K -19,518 -23%
DPIM
282
Duff & Phelps Investment Management
Illinois
$1.2M +$94.6K +5,662 +9%
Russell Investments Group
283
Russell Investments Group
United Kingdom
$1.19M -$1.17M -69,839 -51%
Mariner
284
Mariner
Kansas
$1.19M -$98.9K -5,918 -8%
BF
285
BOK Financial
Oklahoma
$1.18M +$143K +8,562 +15%
H
286
HoyleCohen
California
$1.18M -$25.7K -1,539 -2%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$1.17M +$78.5K +4,696 +8%
SM
288
Sciencast Management
New Jersey
$1.17M +$1.09M +65,255 New
PFM
289
Premier Fund Managers
United Kingdom
$1.16M +$83.6K +5,000 +8%
US Bancorp
290
US Bancorp
Minnesota
$1.16M +$539K +32,272 +100%
NEI
291
Northwest & Ethical Investments
Ontario, Canada
$1.16M +$154K +9,215 +17%
DWA
292
Douglass Winthrop Advisors
New York
$1.16M
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$1.16M +$5.33K +319 +0.5%
UM
294
UniSuper Management
Australia
$1.14M +$926K +55,416 +672%
BPGAM
295
BTG Pactual Global Asset Management
Bermuda
$1.14M +$1.06M +63,440 New
BFM
296
Boothbay Fund Management
New York
$1.13M -$289K -17,311 -22%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$1.13M +$281K +16,819 +36%
WCBA
298
Weaver C. Barksdale & Associates
Tennessee
$1.12M -$8.51K -509 -0.8%
MML Investors Services
299
MML Investors Services
Massachusetts
$1.12M -$326K -19,529 -24%
SEI Investments
300
SEI Investments
Pennsylvania
$1.12M +$209K +12,510 +25%

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.