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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
PCM
451
Prelude Capital Management
New York
$18K +$17.5K +975 +305%
First Manhattan
452
First Manhattan
New York
$18K +$24.3K +1,353 New
BFEC
453
Benjamin F. Edwards & Company
Missouri
$17K -$6.42K -358 -22%
BCA
454
Berman Capital Advisors
Georgia
$17K +$1.43K +80 +7%
TF
455
TimeScale Financial
Massachusetts
$16K
ZB
456
Zions Bancorporation
Utah
$15K -$3.3K -184 -15%
PCM
457
Peregrine Capital Management
Minnesota
$15K +$19.7K +1,100 New
WT
458
Washington Trust
Rhode Island
$15K +$19.9K +1,111 New
BC
459
Barnett & Company
Tennessee
$14K -$2.21K -123 -11%
SSB
460
Sandy Spring Bank
Maryland
$14K +$3.58K +200 +24%
VFA
461
Valeo Financial Advisors
Indiana
$14K +$15.8K +880 +880%
CFG
462
Citizens Financial Group
Rhode Island
$13K +$2.21K +123 +15%
NSIM
463
North Star Investment Management
Illinois
$12K -$47.8K -2,669 -76%
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$12K -$8.26K -461 -34%
BBHC
465
Brown Brothers Harriman & Co
New York
$12K -$7.15K -399 -31%
CLG
466
Cooperman Leon G
$12K
Pacer Advisors
467
Pacer Advisors
Pennsylvania
$11K -$1.32M -73,815 -99%
FRA
468
Front Row Advisors
California
$11K
FHA
469
Flagship Harbor Advisors
Massachusetts
$11K +$90 +5 +0.6%
EI
470
Ellevest Inc
New York
$10K
HR
471
Howe & Rusling
New York
$9K -$825 -46 -7%
OPS
472
Orion Portfolio Solutions
Nebraska
$9K -$161 -9 -1%
CAL
473
Capital Advisors Ltd
Ohio
$9K +$12K +668 New
DWM
474
Darwin Wealth Management
Florida
$9K +$12.5K +700 New
SL
475
Savior LLC
Massachusetts
$8K -$3.25K -181 -24%

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.