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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
GT
451
Greenleaf Trust
Michigan
$276K -$27.5K -1,645 -10%
ZB
452
Zions Bancorporation
Utah
$272K +$10.6K +637 +4%
FW
453
FirstPurpose Wealth
Utah
$262K +$8.69K +520 +4%
MYIA
454
Mount Yale Investment Advisors
Colorado
$261K
CIBC World Market
455
CIBC World Market
Ontario, Canada
$260K -$18.7K -1,118 -7%
AC
456
Aristeia Capital
Connecticut
$259K +$241K +14,418 New
AWS
457
Atria Wealth Solutions
New York
$253K +$235K +14,084 New
SW
458
SVB Wealth
Massachusetts
$247K -$12.9K -772 -5%
QCM
459
QRG Capital Management
Illinois
$245K -$2.45M -146,716 -91%
EAM
460
Evanson Asset Management
California
$242K
QCG
461
Quadrant Capital Group
Ohio
$241K -$14K -840 -6%
LC
462
Lindbrook Capital
California
$240K +$4.75K +284 +2%
BMSSC
463
B. Metzler seel. Sohn & Co
Germany
$240K
SAM
464
Silvercrest Asset Management
New York
$237K -$418 -25 -0.2%
HAG
465
HighPoint Advisor Group
Illinois
$237K +$11.6K +694 +6%
AWM
466
Axxcess Wealth Management
California
$233K +$217K +13,000 New
CGA
467
Crescent Grove Advisors
Illinois
$228K +$213K +12,725 New
OR
468
Olympiad Research
Connecticut
$224K +$209K +12,517 New
AFT
469
Alpha Family Trust
California
$220K
PCM
470
Prelude Capital Management
New York
$219K +$204K +12,228 New
HBT
471
Heartland Bank & Trust
Illinois
$212K +$198K +11,831 New
BP
472
Ballentine Partners
Massachusetts
$211K +$197K +11,769 New
CGL
473
Clarius Group LLC
Washington
$211K +$1K +60 +0.5%
VA
474
Vident Advisory
Georgia
$208K +$194K +11,606 New
FTDI
475
First Trust Direct Indexing
Massachusetts
$208K -$15.1K -902 -7%

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.