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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
RSA
426
River Street Advisors
Illinois
$286K +$37.3K +2,295 +18%
MYIA
427
Mount Yale Investment Advisors
Colorado
$280K +$237K +14,556 New
SW
428
SVB Wealth
Massachusetts
$280K +$236K +14,525 New
ZB
429
Zions Bancorporation
Utah
$279K +$39.2K +2,408 +20%
Group One Trading
430
Group One Trading
Illinois
$277K +$234K +14,382 New
FW
431
FirstPurpose Wealth
Utah
$276K +$39.7K +2,442 +21%
QCG
432
Quadrant Capital Group
Ohio
$275K +$87.9K +5,402 +61%
AC
433
AXQ Capital
New Jersey
$275K -$97.6K -6,000 -30%
NP
434
NorthRock Partners
Minnesota
$271K +$229K +14,081 New
WAG
435
Wallace Advisory Group
California
$261K +$66.4K +4,080 +31%
EAM
436
Evanson Asset Management
California
$260K
Nomura Holdings
437
Nomura Holdings
Japan
$260K +$220K +13,498 New
BMSSC
438
B. Metzler seel. Sohn & Co
Germany
$258K
SAM
439
Silvercrest Asset Management
New York
$255K
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$254K +$1.79K +110 +0.8%
IFU
441
iSAM Funds (UK)
United Kingdom
$254K +$214K +13,176 New
LC
442
Lindbrook Capital
California
$252K +$62K +3,809 +41%
FTDI
443
First Trust Direct Indexing
Massachusetts
$240K +$203K +12,484 New
AFT
444
Alpha Family Trust
California
$236K +$199K +12,250 New
William Blair & Company
445
William Blair & Company
Illinois
$230K -$39.8K -2,449 -17%
CGL
446
Clarius Group LLC
Washington
$225K +$190K +11,703 New
RG
447
Renaissance Group
Kentucky
$221K +$5.66K +348 +3%
VSQM
448
V-Square Quantitative Management
Illinois
$219K
AWM
449
Apollon Wealth Management
South Carolina
$215K +$181K +11,152 New
GL
450
Graypoint LLC
New York
$214K +$181K +11,116 New

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.