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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
MCA
401
Morris Capital Advisors
Pennsylvania
$142K -$4.59K -256 -2%
CAM
402
Carret Asset Management
New York
$141K
CI
403
Conning Inc
Connecticut
$139K -$6K -335 -3%
Creative Planning
404
Creative Planning
Kansas
$138K -$14.5K -807 -7%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$126K +$37.1K +2,070 +29%
SF
406
Synovus Financial
Georgia
$126K +$167K +9,300 New
IA
407
IFP Advisors
Florida
$121K +$66.2K +3,694 +69%
ASN
408
Advisory Services Network
Georgia
$116K -$72.4K -4,040 -32%
MAM
409
Meeder Asset Management
Ohio
$95K +$35.4K +1,977 +40%
FWM
410
Focused Wealth Management
New York
$92K +$19.7K +1,100 +19%
LS
411
Livforsakringsbolaget Skandia
Sweden
$90K
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$76K
RIM
413
Rampart Investment Management
Connecticut
$74K -$3.05M -170,386 -97%
PCG
414
Private Capital Group
Connecticut
$72K -$26.6K -1,482 -22%
IFAM
415
Institutional & Family Asset Management
Colorado
$70K +$5.88K +328 +7%
S
416
SignatureFD
Georgia
$69K +$51.2K +2,856 +130%
QT
417
Quantbot Technologies
New York
$66K +$87.9K +4,905 New
IUHSA
418
Itau Unibanco Holding S.A.
Brazil
$61K +$80.5K +4,488 New
KIG
419
Kessler Investment Group
Indiana
$55K -$8.96K -500 -11%
CHA
420
Carmichael Hill & Associates
Maryland
$55K
SOAMC
421
Spirit of America Management Corp
New York
$54K -$71.7K -4,000 -50%
HIA
422
Harbor Investment Advisory
Maryland
$50K
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$49K -$9.04K -504 -12%
CCM
424
Covington Capital Management
California
$48K
MWP
425
Meridian Wealth Partners
Pennsylvania
$45K +$125 +7 +0.2%

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.