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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
RAM
326
Readystate Asset Management
Illinois
$895K -$13.2K -790 -2%
AWCI
327
Alpine Woods Capital Investors
New York
$887K -$1.43M -85,382 -63%
SPIA
328
Steward Partners Investment Advisory
New York
$878K -$6.33K -379 -0.8%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$849K +$353K +21,100 +80%
WC
330
Wexford Capital
Florida
$834K +$777K +46,490 New
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$834K
Pacer Advisors
332
Pacer Advisors
Pennsylvania
$814K -$126K -7,555 -14%
BTWM
333
Baker Tilly Wealth Management
Wisconsin
$806K -$11.9K -715 -2%
QIM
334
Quantitative Investment Management
Virginia
$803K +$749K +44,840 New
RJT
335
Raymond James Trust
Florida
$784K +$38.9K +2,330 +6%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$773K -$31.4K -1,879 -4%
UCFA
337
United Capital Financial Advisors
Texas
$765K -$318K -19,038 -31%
MYLI
338
Meiji Yasuda Life Insurance
Japan
$757K +$33.4K +2,000 +5%
AF
339
Advisornet Financial
Minnesota
$754K +$46.9K +2,809 +7%
Capstone Investment Advisors
340
Capstone Investment Advisors
New York
$749K +$698K +41,784 New
WSC
341
Wellington Shields & Co
New York
$746K +$695K +41,586 New
DAS
342
Diversify Advisory Services
Utah
$735K +$679K +40,660 New
CAN
343
Cetera Advisor Networks
California
$726K +$292K +17,465 +76%
Voloridge Investment Management
344
Voloridge Investment Management
Florida
$723K +$674K +40,306 New
CIC
345
Canal Insurance Company
South Carolina
$717K
SAM
346
Securian Asset Management
Minnesota
$707K -$48.5K -2,902 -7%
MC
347
Moors & Cabot
Massachusetts
$707K +$137K +8,194 +26%
CC
348
Corton Capital
Ontario, Canada
$702K +$3.94K +236 +0.6%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$699K -$25.1K -1,500 -4%
DekaBank Deutsche Girozentrale
350
DekaBank Deutsche Girozentrale
Germany
$699K +$38.9K +2,327 +6%

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.