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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
SI
451
SCP Investment
California
$211K -$221K -13,600 -54%
WS
452
Wedbush Securities
California
$210K -$57.7K -3,548 -25%
EI
453
EDMP Inc
Florida
$209K +$177K +10,858 New
RT
454
Rockland Trust
Massachusetts
$206K
SCA
455
Snowden Capital Advisors
New York
$204K +$172K +10,594 New
PFA
456
Pathway Financial Advisers
Indiana
$202K -$7.37K -453 -4%
HI
457
Horizon Investments
North Carolina
$200K +$15.9K +976 +10%
SFA
458
Seneca Financial Advisors
New York
$200K
GAM
459
Gotham Asset Management
New York
$199K +$168K +10,353 New
KFC
460
Klingenstein Fields & Co
New York
$198K
HP
461
Hartree Partners
New York
$197K +$166K +10,225 New
HW
462
Hamilton Wealth
California
$197K +$166K +10,224 New
ICA
463
Infrastructure Capital Advisors
New York
$196K +$166K +10,200 New
Aviva
464
Aviva
United Kingdom
$195K
CA
465
Cetera Advisors
Colorado
$195K +$165K +10,148 New
IWM
466
IHT Wealth Management
Illinois
$193K +$163K +10,035 New
AT
467
Avalon Trust
New Mexico
$193K
NICM
468
Neo Ivy Capital Management
New York
$184K +$155K +9,558 New
HAG
469
HighPoint Advisor Group
Illinois
$184K +$182K +11,175 New
LOIM
470
Liberty One Investment Management
Illinois
$179K +$5.35K +329 +4%
AWM
471
AE Wealth Management
Kansas
$179K -$1.33M -81,826 -89%
GI
472
GAMMA Investing
California
$172K +$167K +10,294 New
UM
473
UniSuper Management
Australia
$159K +$59.3K +3,646 +79%
HFM
474
Harvest Fund Management
China
$157K +$133K +8,164 New
Bessemer Group
475
Bessemer Group
New Jersey
$156K +$27.6K +1,696 +26%

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.