We are live on ! Find out more

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
NA
376
NewEdge Advisors
Louisiana
$426K +$234K +14,399 +133%
CCM
377
Coldstream Capital Management
Washington
$424K +$58.3K +3,582 +19%
TFS
378
Thoroughbred Financial Services
Tennessee
$423K
PPWM
379
Paragon Private Wealth Management
Kentucky
$420K -$27.7K -1,704 -7%
MGP
380
Metis Global Partners
California
$417K -$44.7K -2,748 -11%
SWM
381
SeaCrest Wealth Management
New York
$416K -$22.7K -1,397 -6%
SI
382
Stephens Inc
Arkansas
$414K +$57K +3,503 +19%
PMAM
383
Picton Mahoney Asset Management
Ontario, Canada
$413K +$349K +21,456 New
OIA
384
OneDigital Investment Advisors
Kansas
$412K +$348K +21,403 New
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$408K +$976 +60 +0.3%
HW
386
Hancock Whitney
Mississippi
$405K -$56.5K -3,473 -14%
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$398K +$53.6K +3,295 +19%
EWM
388
Evercore Wealth Management
New York
$393K -$36.7K -2,255 -10%
PAG
389
Private Advisor Group
New Jersey
$393K -$5.48K -337 -2%
OTL
390
Oak Thistle LLC
New York
$391K +$330K +20,308 New
GLA
391
Great Lakes Advisors
Illinois
$390K -$87.3K -5,370 -21%
Two Sigma Advisers
392
Two Sigma Advisers
New York
$389K +$329K +20,200 New
IIM
393
Ironwood Investment Management
Massachusetts
$377K
DPAM
394
Degroof Petercam Asset Management
Belgium
$375K +$317K +19,500 New
VCG
395
Vantage Consulting Group
Virginia
$371K -$34.3K -2,106 -10%
CCG
396
Cloverfields Capital Group
Minnesota
$368K +$311K +19,097 New
Credit Agricole
397
Credit Agricole
France
$365K +$134K +8,234 +77%
USAA
398
United Services Automobile Association
Texas
$354K +$57.1K +3,508 +24%
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$352K +$98K +6,022 +49%
NB
400
Nicolet Bankshares
Wisconsin
$343K +$10.6K +652 +4%

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.