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536 hedge funds and large institutions have $8.46B invested in AES in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 222 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $21M | Put options by funds: $8.37M

0.02% more ownership

Funds ownership: 93.53%93.55% (+0.02%)

4% less funds holding

Funds holding: 556536 (-20)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

20% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 222

21% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 78

32% less capital invested

Capital invested by funds: $12.4B → $8.46B (-$3.9B)

Holders
536
Holders Change
-20
Holders Change %
-3.6%
% of All Funds
11.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
62
Increased
178
Reduced
222
Closed
78
Calls
$21M
Puts
$8.37M
Net Calls
+$12.6M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
301
TrinityPoint Wealth
Connecticut
$557K +$734K +40,957 New
WEC
302
Winslow Evans & Crocker
Massachusetts
$550K
Balyasny Asset Management
303
Balyasny Asset Management
Illinois
$548K +$722K +40,266 New
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$539K -$18.1K -1,012 -2%
PA
305
Profund Advisors
Maryland
$534K -$241K -13,460 -26%
CGH
306
Crossmark Global Holdings
Texas
$527K +$5.2K +290 +0.8%
CPO
307
Cerity Partners OCIO
New York
$515K -$51.4K -2,869 -7%
BFM
308
Boothbay Fund Management
New York
$508K -$612K -34,143 -48%
VAS
309
Vestmark Advisory Solutions
Massachusetts
$497K +$38.3K +2,134 +6%
AAM
310
Augustine Asset Management
Florida
$492K +$179K +9,991 +38%
CG
311
Colony Group
Massachusetts
$474K +$132K +7,372 +27%
NMIMC
312
Northwestern Mutual Investment Management Company
Wisconsin
$470K +$158K +8,800 +34%
CA
313
Commerzbank Aktiengesellschaft
Germany
$469K -$779K -43,466 -56%
AC
314
Allstate Corporation
Illinois
$447K -$889K -49,575 -60%
BCMO
315
Buckingham Capital Management (Ohio)
Ohio
$446K +$42.8K +2,385 +8%
Nordea Investment Management
316
Nordea Investment Management
Sweden
$435K -$5.38K -300 -0.9%
US Bancorp
317
US Bancorp
Minnesota
$430K +$14K +779 +3%
BOTW
318
Bank of the West
California
$419K +$91.4K +5,099 +20%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$413K -$1.02M -56,640 -65%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$413K
Thrivent Financial for Lutherans
321
Thrivent Financial for Lutherans
Minnesota
$412K
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$410K -$4.54K -253 -0.8%
CIM
323
CenturyLink Investment Management
Colorado
$403K +$531K +29,606 New
SPI
324
Santori & Peters Inc
Pennsylvania
$400K
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$384K -$59.2K -3,300 -10%

AES Hedge Fund Activity: Q1 2020 in Review

536 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2020, worth a combined $8.46B — down 32% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AES and 62 opened new positions — a net loss of 16 holders — while 222 trimmed existing stakes and 178 added.

The largest buyer was Capital World Investors, adding an estimated $146M. The largest seller was Goldman Sachs, cutting an estimated $72M.

  • 536 institutional investors held AES (AES) as of Q1 2020, down from 556 in Q4 2019.
  • Funds reported $8.46B of AES stock for Q1 2020, down 32% quarter-over-quarter.
  • 62 funds opened new AES positions in Q1 2020 and 78 closed out, a net change of -16 holders.
  • The largest AES buyer in Q1 2020 was Capital World Investors, an estimated $146M added.
  • The largest AES seller in Q1 2020 was Goldman Sachs, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2020.