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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
Focus Partners Wealth
376
Focus Partners Wealth
Massachusetts
$523K +$11.2K +672 +2%
IA
377
Inspire Advisors
Idaho
$507K +$27K +1,614 +6%
NG
378
Norden Group
Utah
$500K +$208K +12,429 +80%
GFS
379
GYL Financial Synergies
Connecticut
$498K +$20.4K +1,218 +5%
MAM
380
Meeder Asset Management
Ohio
$490K +$457K +27,350 New
FIM
381
Freedom Investment Management
Connecticut
$490K -$29.4K -1,761 -6%
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$490K -$2.18M -130,493 -83%
MLICM
383
Metropolitan Life Insurance Company (MetLife)
New York
$484K -$4.16K -249 -0.9%
SOAMC
384
Spirit of America Management Corp
New York
$484K +$8.36K +500 +2%
BL
385
Balentine LLC
Georgia
$482K +$21.8K +1,305 +5%
WSCM
386
Wellington Shields Capital Management
New York
$482K +$449K +26,875 New
KCM
387
Kendall Capital Management
Maryland
$476K -$28.6K -1,710 -6%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$475K +$45.7K +2,732 +11%
TMAM
389
Tokio Marine Asset Management
Japan
$467K +$40.2K +2,407 +10%
BA
390
BCM Advisors
Louisiana
$462K
FHB
391
First Hawaiian Bank
Hawaii
$461K -$397K -23,741 -48%
Wealthfront Advisers
392
Wealthfront Advisers
California
$461K -$21K -1,259 -5%
CCIA
393
Campbell & Co Investment Adviser
Maryland
$456K +$425K +25,441 New
EA
394
Emerald Advisers
Pennsylvania
$456K +$175K +10,454 +70%
AAP
395
Ardsley Advisory Partners
Connecticut
$448K +$418K +25,000 New
PA
396
Profund Advisors
Maryland
$448K -$34.7K -2,074 -8%
SWM
397
SeaCrest Wealth Management
New York
$447K +$46.4K +2,777 +13%
DADC
398
D.A. Davidson & Co
Montana
$431K +$402K +24,064 New
FBC
399
Fairfield, Bush & Co
Connecticut
$413K -$23.3K -1,393 -6%
RIL
400
Rothschild Investment LLC
Illinois
$410K -$6.27K -375 -2%

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.