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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
HWM
426
HB Wealth Management
Georgia
$327K +$45.9K +2,744 +18%
EF
427
Empirical Finance
Pennsylvania
$326K +$13.8K +823 +5%
IIM
428
Ironwood Investment Management
Massachusetts
$324K -$25.1K -1,500 -8%
CA
429
Cetera Advisors
Colorado
$324K +$132K +7,897 +78%
VI
430
Versor Investments
New York
$323K +$301K +18,033 New
RIM
431
Rakuten Investment Management
Japan
$323K +$273K +16,351 +987%
GLA
432
Great Lakes Advisors
Illinois
$320K -$40.4K -2,416 -12%
NB
433
Nicolet Bankshares
Wisconsin
$314K -$5.01K -300 -2%
AFG
434
Atomi Financial Group
New York
$314K +$293K +17,509 New
AAM
435
Augustine Asset Management
Florida
$313K +$9.79K +586 +3%
SFS
436
Sowell Financial Services
Arkansas
$309K +$15.1K +901 +6%
MA
437
MCF Advisors
Kentucky
$306K +$635 +38 +0.2%
Teacher Retirement System of Texas
438
Teacher Retirement System of Texas
Texas
$305K -$230K -13,744 -45%
NIM
439
NEOS Investment Management
Connecticut
$302K +$282K +16,859 New
GI
440
GAMMA Investing
California
$299K +$107K +6,390 +62%
FM
441
Foster & Motley
Ohio
$298K -$361K -21,575 -56%
OA
442
Oracle Alpha
Ontario, Canada
$296K -$8.67K -519 -3%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$292K +$50K +2,991 +23%
ATC
444
Argent Trust Co
Tennessee
$290K -$260K -15,534 -49%
Mercer Global Advisors
445
Mercer Global Advisors
Colorado
$288K -$396K -23,700 -60%
LSA
446
Leonteq Securities AG
Switzerland
$287K +$140K +8,373 +110%
RSA
447
River Street Advisors
Illinois
$287K +$19.4K +1,159 +8%
PAG
448
Private Advisor Group
New Jersey
$281K -$79.1K -4,735 -23%
S
449
SignatureFD
Georgia
$281K -$17.5K -1,050 -6%
DFCM
450
Dark Forest Capital Management
Puerto Rico
$277K +$258K +15,428 New

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.