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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
CJ
401
Caitlin John
Michigan
$336K +$284K +17,466 New
EF
402
Empirical Finance
Pennsylvania
$334K -$14.4K -886 -5%
MA
403
MCF Advisors
Kentucky
$328K +$1.59K +98 +0.6%
OA
404
Oracle Alpha
Ontario, Canada
$328K +$277K +17,032 New
GT
405
Greenleaf Trust
Michigan
$328K +$2.26K +139 +0.8%
Assenagon Asset Management
406
Assenagon Asset Management
Luxembourg
$326K -$4.1M -252,207 -94%
AAM
407
Augustine Asset Management
Florida
$325K -$37.8K -2,323 -12%
SFA
408
Sequoia Financial Advisors
Ohio
$322K +$272K +16,719 New
S
409
SignatureFD
Georgia
$322K +$129K +7,913 +90%
SFS
410
Sowell Financial Services
Arkansas
$315K -$75.3K -4,627 -22%
AR
411
Advisory Research
Illinois
$313K +$265K +16,275 New
TC
412
Trilogy Capital
California
$310K -$18.6K -1,144 -7%
FAG
413
Fortitude Advisory Group
Washington
$304K +$68.1K +4,185 +36%
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$301K +$255K +15,647 New
CIBC World Market
415
CIBC World Market
Ontario, Canada
$301K -$83.7K -5,145 -25%
VI
416
Vestcor Inc
New Brunswick, Canada
$299K -$2.81K -173 -1%
HWM
417
HB Wealth Management
Georgia
$299K +$252K +15,509 New
Balyasny Asset Management
418
Balyasny Asset Management
Illinois
$298K +$252K +15,494 New
NG
419
Norden Group
Utah
$298K -$21.7K -1,337 -8%
PAS
420
Park Avenue Securities
New York
$295K +$57.7K +3,547 +30%
QL
421
Quarry LP
New York
$295K +$27.3K +1,678 +12%
BCM
422
Bayesian Capital Management
New York
$291K +$246K +15,100 New
EA
423
Emerald Advisers
Pennsylvania
$288K +$244K +14,972 New
SLAM
424
Swiss Life Asset Management
$288K -$185K -11,367 -43%
MYAM
425
Meiji Yasuda Asset Management
Japan
$286K +$48.1K +2,960 +25%

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.