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560 hedge funds and large institutions have $14.6B invested in AES in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 163 increasing their positions, 233 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $16.8M

71% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 52

33% more capital invested

Capital invested by funds: $10.9B → $14.6B (+$3.66B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more funds holding

Funds holding: 527560 (+33)

1.97% more ownership

Funds ownership: 91.33%93.3% (+2%)

30% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 233

Holders
560
Holders Change
+33
Holders Change %
+6.26%
% of All Funds
9.91%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
89
Increased
163
Reduced
233
Closed
52
Calls
$32.2M
Puts
$16.8M
Net Calls
+$15.4M
Net Calls Change
+$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CII
26
Capital International Inc
California
$84.1M -$276K -13,282 -0.4%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$81.5M +$65.8M +3,164,267 +1,037%
Wells Fargo
28
Wells Fargo
California
$79.1M +$1.13M +54,141 +2%
Jennison Associates
29
Jennison Associates
New York
$78.7M +$9.43M +453,990 +16%
TG
30
TCW Group
California
$77.5M -$5.26M -253,054 -7%
RJA
31
Raymond James & Associates
Florida
$75.8M -$2.69M -129,453 -4%
MWNA
32
Marshall Wace North America
New York
$72.6M -$26.4M -1,272,426 -29%
Morgan Stanley
33
Morgan Stanley
New York
$68.8M +$5.37M +258,554 +10%
PPA
34
Parametric Portfolio Associates
Washington
$67.2M +$308K +14,835 +0.5%
DLA
35
Douglas Lane & Associates
New York
$66.9M +$5.21M +250,967 +10%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$65.1M +$1.51M +72,451 +3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$59.1M -$1.54M -74,000 -3%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$59M -$34.9M -1,678,500 -40%
Holocene Advisors
39
Holocene Advisors
New York
$57.8M +$27.3M +1,313,516 +115%
Millennium Management
40
Millennium Management
New York
$54.8M -$31.1M -1,498,191 -39%
JP Morgan Chase
41
JP Morgan Chase
New York
$54M -$5.64M -271,585 -11%
AllianceBernstein
42
AllianceBernstein
Tennessee
$53.3M -$10.3M -495,035 -18%
PCA
43
Personal Capital Advisors
California
$52.2M +$1.14M +54,898 +3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$52M -$6.23M -299,931 -12%
AC
45
Avenir Corporation
Virginia
$50.7M -$1.91M -91,724 -4%
LCM
46
Lomas Capital Management
New York
$50M +$44.3M +2,129,707 New
CANY
47
Caxton Associates (New York)
New York
$49.5M +$43.8M +2,105,805 New
JVBC
48
J.V. Bruni & Co
Colorado
$48.6M -$292K -14,070 -0.7%
N
49
Nuveen
North Carolina
$47.3M +$1.14M +54,623 +3%
UBS AM
50
UBS AM
Illinois
$45.7M -$1.86M -89,742 -4%

AES Hedge Fund Activity: Q4 2020 in Review

560 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2020, worth a combined $14.6B — up 33% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AES positions and 52 closed out — a net gain of 37 holders — while 163 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $264M. The largest seller was AJO LP, cutting an estimated $96.4M.

  • 560 institutional investors held AES (AES) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $14.6B of AES stock for Q4 2020, up 33% quarter-over-quarter.
  • 89 funds opened new AES positions in Q4 2020 and 52 closed out, a net change of +37 holders.
  • The largest AES buyer in Q4 2020 was Fidelity Investments, an estimated $264M added.
  • The largest AES seller in Q4 2020 was AJO LP, an estimated $96.4M sold.

Based on aggregated 13F filings for Q4 2020.