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587 hedge funds and large institutions have $16.6B invested in AES in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 232 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

28% more call options, than puts

Call options by funds: $15M | Put options by funds: $11.8M

14% more capital invested

Capital invested by funds: $14.6B → $16.6B (+$2.02B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 560587 (+27)

0.43% less ownership

Funds ownership: 93.3%92.87% (-0.43%)

22% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 232

Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
10.31%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
91
Increased
182
Reduced
232
Closed
56
Calls
$15M
Puts
$11.8M
Net Calls
+$3.26M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
26
Gabelli Funds
New York
$100M -$399K -15,000 -0.4%
Legal & General Group
27
Legal & General Group
United Kingdom
$97.9M -$3.18M -119,444 -3%
Wells Fargo
28
Wells Fargo
California
$94.5M +$4.2M +158,025 +5%
Invesco
29
Invesco
Georgia
$91M -$16.3M -613,732 -15%
Jennison Associates
30
Jennison Associates
New York
$89.8M
CII
31
Capital International Inc
California
$86.9M -$8.97M -337,217 -9%
Parnassus Investments
32
Parnassus Investments
California
$86.8M +$86.2M +3,239,480 New
Morgan Stanley
33
Morgan Stanley
New York
$85.8M +$7.23M +271,878 +9%
Millennium Management
34
Millennium Management
New York
$83.1M +$20.4M +767,138 +33%
RJA
35
Raymond James & Associates
Florida
$80.5M -$5.9M -221,870 -7%
PPA
36
Parametric Portfolio Associates
Washington
$79.8M +$3.13M +117,603 +4%
DLA
37
Douglas Lane & Associates
New York
$76.7M +$354K +13,300 +0.5%
TG
38
TCW Group
California
$75.6M -$12.8M -479,536 -15%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$71.9M -$2.38M -89,461 -3%
Citadel Advisors
40
Citadel Advisors
Florida
$71.6M +$38.7M +1,455,359 +120%
Swiss National Bank
41
Swiss National Bank
Switzerland
$68.5M +$1.13M +42,500 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$67.1M +$20.8M +782,792 +45%
JP Morgan Chase
43
JP Morgan Chase
New York
$62M +$443K +16,658 +0.7%
PCA
44
Personal Capital Advisors
California
$61.1M +$1.59M +59,687 +3%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$59.1M -$183K -6,862 -0.3%
PC
46
PointState Capital
New York
$58.4M +$58M +2,179,439 New
AC
47
Avenir Corporation
Virginia
$57.6M -$256K -9,613 -0.4%
JVBC
48
J.V. Bruni & Co
Colorado
$55.1M -$348K -13,076 -0.6%
Holocene Advisors
49
Holocene Advisors
New York
$52.3M -$13.5M -506,842 -21%
MWNA
50
Marshall Wace North America
New York
$51.9M -$30.7M -1,155,931 -37%

AES Hedge Fund Activity: Q1 2021 in Review

587 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2021, worth a combined $16.6B — up 14% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AES positions and 56 closed out — a net gain of 35 holders — while 182 added to existing stakes and 232 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $394M. The largest seller was Capital World Investors, cutting an estimated $715M.

  • 587 institutional investors held AES (AES) as of Q1 2021, up from 560 in Q4 2020.
  • Funds reported $16.6B of AES stock for Q1 2021, up 14% quarter-over-quarter.
  • 91 funds opened new AES positions in Q1 2021 and 56 closed out, a net change of +35 holders.
  • The largest AES buyer in Q1 2021 was Fidelity Investments, an estimated $394M added.
  • The largest AES seller in Q1 2021 was Capital World Investors, an estimated $715M sold.

Based on aggregated 13F filings for Q1 2021.