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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
US Bancorp
326
US Bancorp
Minnesota
$623K +$117K +7,163 +28%
CB
327
Commerce Bank
Missouri
$623K -$21.7K -1,334 -4%
Nordea Investment Management
328
Nordea Investment Management
Sweden
$616K -$46.1M -2,833,817 -99%
AIMCA
329
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$612K
EA
330
Everpar Advisors
Oklahoma
$612K +$517K +31,798 New
ATC
331
Argent Trust Co
Tennessee
$610K +$6.25K +384 +1%
BC
332
Bridgefront Capital
Texas
$603K +$266K +16,365 +109%
MC
333
Moors & Cabot
Massachusetts
$601K -$48.8K -3,000 -9%
KBC Group
334
KBC Group
Belgium
$594K -$101K -6,215 -17%
Teacher Retirement System of Texas
335
Teacher Retirement System of Texas
Texas
$592K -$343K -21,090 -41%
BNP Paribas Asset Management
336
BNP Paribas Asset Management
France
$588K -$3.27M -201,313 -87%
BCI
337
Brinker Capital Investments
Pennsylvania
$575K +$490K +30,139 New
OPS
338
Orion Portfolio Solutions
Nebraska
$575K +$490K +30,139 New
FIM
339
Freedom Investment Management
Connecticut
$560K -$45.6K -2,801 -9%
Focus Partners Wealth
340
Focus Partners Wealth
Massachusetts
$549K +$464K +28,508 New
CC
341
Cipher Capital
New York
$546K +$462K +28,382 New
KCM
342
Kendall Capital Management
Maryland
$543K -$8.13K -500 -2%
JF
343
Jump Financial
Illinois
$543K -$3.5M -215,261 -88%
PWM
344
Perigon Wealth Management
California
$541K +$41.5K +2,550 +10%
II
345
Inspire Investing
Idaho
$538K +$9.09K +559 +2%
MLICM
346
Metropolitan Life Insurance Company (MetLife)
New York
$525K -$7.3K -449 -2%
FC
347
Fulcrum Capital
Washington
$525K -$16.7K -1,027 -4%
PA
348
Profund Advisors
Maryland
$521K -$12.1K -745 -3%
Wealthfront Advisers
349
Wealthfront Advisers
California
$519K +$154K +9,470 +54%
NLGIA
350
Nippon Life Global Investors Americas
New York
$515K

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.