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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
KAS
401
Kestra Advisory Services
Texas
$406K -$21.6K -1,290 -5%
GCM
402
Greenland Capital Management
New York
$404K -$793K -47,450 -68%
A
403
AlphaQuest
New York
$403K +$376K +22,500 New
PWP
404
Phillips Wealth Planners
Mississippi
$402K +$8.17K +489 +2%
NB
405
Norinchukin Bank
Japan
$400K -$4.88K -292 -1%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$396K -$29.4K -1,758 -7%
VCG
407
Vantage Consulting Group
Virginia
$393K +$44.5K +2,662 +14%
PPWM
408
Paragon Private Wealth Management
Kentucky
$391K
GCAC
409
Guardian Capital Advisors (Canada)
Ontario, Canada
$391K +$404K +24,200 New
WAG
410
Wallace Advisory Group
California
$387K +$48.7K +2,915 +17%
EWM
411
Evercore Wealth Management
New York
$387K +$19.5K +1,165 +6%
MGP
412
Metis Global Partners
California
$386K -$2.07K -124 -0.6%
AG
413
Algert Global
California
$382K -$189K -11,312 -35%
NMIMC
414
Northwestern Mutual Investment Management Company
Wisconsin
$381K +$886 +53 +0.3%
CCM
415
Coldstream Capital Management
Washington
$381K -$12.8K -767 -3%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$376K +$5.13K +307 +1%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$368K -$36.9K -2,208 -10%
MYAM
418
Meiji Yasuda Asset Management
Japan
$359K +$85.9K +5,140 +35%
TRCT
419
Tower Research Capital (TRC)
New York
$358K -$999K -59,764 -75%
DPAM
420
Degroof Petercam Asset Management
Belgium
$350K
HW
421
Hancock Whitney
Mississippi
$347K -$28.3K -1,694 -8%
GWM
422
Gibbs Wealth Management
Georgia
$332K +$309K +18,506 New
USAA
423
United Services Automobile Association
Texas
$330K
BC
424
Bridgefront Capital
Texas
$328K -$218K -13,034 -42%
CJ
425
Caitlin John
Michigan
$328K +$13.5K +807 +5%

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.