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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
BWA
426
BDO Wealth Advisors
Florida
$41K +$53.5K +2,986 New
CIA
427
ClearBridge Investments (Australia)
Australia
$40K +$1.47K +82 +3%
HMS
428
Hanseatic Management Services
New Mexico
$39K
MCM
429
Manchester Capital Management
Vermont
$39K
QCG
430
Quadrant Capital Group
Ohio
$39K +$5.77K +322 +13%
TPCW
431
TD Private Client Wealth
New York
$38.6K +$13.3K +740 +35%
MI
432
Markston International
New York
$37K
PA
433
Parallel Advisors
California
$36K +$20.4K +1,136 +75%
FMTCOCP
434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K
PHK
435
Point72 Hong Kong
Hong Kong
$33K -$1.1M -61,105 -96%
AAM
436
Advisors Asset Management
Colorado
$32K -$260K -14,488 -86%
CS
437
Capital Square
Tennessee
$32K +$42.7K +2,383 New
BFC
438
Bedel Financial Consulting
Indiana
$31K +$233 +13 +0.6%
EWM
439
Endurance Wealth Management
Rhode Island
$29K
S
440
Seeyond
France
$27K -$12.5K -700 -0.8%
CIA
441
CSat Investment Advisory
Michigan
$27K -$681 -38 -2%
AIM
442
Arcadia Investment Management
Michigan
$27K
GRP
443
Global Retirement Partners
California
$26K +$1.74K +97 +5%
LWM
444
Liberty Wealth Management
California
$25K -$3.84K -214 -10%
SBL
445
Sargent Bickham Lagudis
Colorado
$24K -$68.7K -3,835 -69%
Marshall Wace
446
Marshall Wace
United Kingdom
$23K -$16.7M -929,463 -100%
SMFS
447
Squar Milner Financial Services
California
$23K +$3.25K +181 +12%
GWM
448
Geneos Wealth Management
Colorado
$21K +$54 +3 +0.2%
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K -$452K -25,202 -95%
APA
450
American Portfolios Advisors
New York
$19.7K -$77.6K -4,329 -75%

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.