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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
WC
351
Waterloo Capital
Texas
$293K +$386K +21,553 New
Wealthfront Advisers
352
Wealthfront Advisers
California
$291K -$1.74M -96,846 -82%
Holocene Advisors
353
Holocene Advisors
New York
$291K +$383K +21,364 New
EGM
354
Engineers Gate Manager
New York
$289K +$186K +10,392 +96%
KRSITF
355
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$274K +$78.9K +4,400 +28%
Wolverine Trading
356
Wolverine Trading
Illinois
$273K -$1.2M -67,126 -77%
V
357
Veritable
Delaware
$265K -$4.98K -278 -1%
SFS
358
Sowell Financial Services
Arkansas
$256K +$188K +10,515 +126%
MYLI
359
Meiji Yasuda Life Insurance
Japan
$253K -$80.3K -4,478 -19%
SWM
360
SeaCrest Wealth Management
New York
$249K +$22.7K +1,269 +7%
GW
361
GW & Wade
Massachusetts
$245K +$95.1K +5,303 +42%
PWM
362
Perigon Wealth Management
California
$243K +$295K +16,481 New
LIA
363
LS Investment Advisors
Michigan
$237K -$140K -7,790 -31%
GAM
364
Gotham Asset Management
New York
$223K -$71.5K -3,987 -20%
JMPWA
365
JP Morgan Private Wealth Advisors
California
$222K -$450K -25,078 -61%
FA
366
FDx Advisors
Illinois
$216K -$15.5K -865 -5%
CFGS
367
Concourse Financial Group Securities
Alabama
$214K -$12.4K -690 -4%
FAAS
368
First Allied Advisory Services
California
$212K -$395K -22,035 -59%
DCM
369
Dupont Capital Management
Delaware
$209K -$2.22M -123,923 -89%
AP
370
Advisor Partners
California
$206K +$76.8K +4,282 +39%
TAIM
371
TD Ameritrade Investment Management
Nebraska
$202K +$23.6K +1,315 +10%
OMC
372
Old Mission Capital
Illinois
$196K +$259K +14,427 New
QCM
373
Quantinno Capital Management
New York
$191K +$51.8K +2,890 +26%
ISL
374
Ingalls & Snyder LLC
New York
$190K +$251K +14,000 New
Cambridge Investment Research Advisors
375
Cambridge Investment Research Advisors
Iowa
$189K -$37K -2,065 -13%

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.