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619 hedge funds and large institutions have $14.9B invested in AES in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 219 increasing their positions, 218 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $92M | Put options by funds: $47M

51% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $14B → $14.9B (+$957M)

4% more funds holding

Funds holding: 596619 (+23)

0% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 218

0.11% more ownership

Funds ownership: 92.51%92.62% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
619
Holders Change
+23
Holders Change %
+3.86%
% of All Funds
9.53%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
98
Increased
219
Reduced
218
Closed
65
Calls
$92M
Puts
$47M
Net Calls
+$44.9M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
26
Gabelli Funds
New York
$90.7M -$170K -7,000 -0.2%
Parnassus Investments
27
Parnassus Investments
California
$89.9M
Goldman Sachs
28
Goldman Sachs
New York
$86.6M -$34.3M -1,411,394 -28%
Jennison Associates
29
Jennison Associates
New York
$80.4M
Legal & General Group
30
Legal & General Group
United Kingdom
$77.5M -$3.91M -160,957 -5%
DLA
31
Douglas Lane & Associates
New York
$75.7M +$3.24M +133,339 +4%
RJA
32
Raymond James & Associates
Florida
$75.3M +$1.39M +57,330 +2%
AII
33
AGF Investments Inc
Ontario, Canada
$72.9M +$38M +1,564,093 +109%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$70.9M +$9.36M +384,973 +15%
TG
35
TCW Group
California
$70.7M +$13M +535,043 +23%
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$70.3M +$15.5M +638,273 +28%
CII
37
Capital International Inc
California
$69.1M +$2.62M +107,641 +4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$61.5M -$2.62M -107,600 -4%
Millennium Management
39
Millennium Management
New York
$60.3M +$35.7M +1,468,823 +145%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$58.9M -$3.83M -157,510 -6%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$56.7M +$832K +34,211 +1%
Wells Fargo
42
Wells Fargo
California
$53.7M -$28M -1,151,382 -34%
MIM
43
Merewether Investment Management
Texas
$53M +$2.63M +108,089 +5%
PCA
44
Personal Capital Advisors
California
$50.6M +$2.28M +93,900 +5%
UBS AM
45
UBS AM
Illinois
$50.5M +$3.79M +155,773 +8%
AC
46
Avenir Corporation
Virginia
$49.5M -$367K -15,090 -0.7%
JVBC
47
J.V. Bruni & Co
Colorado
$48M -$69.1K -2,844 -0.1%
PPA
48
Parametric Portfolio Associates
Washington
$48M -$3.65M -150,271 -7%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$44.3M -$2.16M -89,045 -5%
CGPCS
50
Capital Group Private Client Services
California
$43.2M -$828K -34,062 -2%

AES Hedge Fund Activity: Q4 2021 in Review

619 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2021, worth a combined $14.9B — up 6.8% from $14B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AES positions and 65 closed out — a net gain of 33 holders — while 219 added to existing stakes and 218 trimmed.

The largest buyer was Capital International Investors, adding an estimated $176M. The largest seller was Zimmer Partners, cutting an estimated $122M.

  • 619 institutional investors held AES (AES) as of Q4 2021, up from 596 in Q3 2021.
  • Funds reported $14.9B of AES stock for Q4 2021, up 6.8% quarter-over-quarter.
  • 98 funds opened new AES positions in Q4 2021 and 65 closed out, a net change of +33 holders.
  • The largest AES buyer in Q4 2021 was Capital International Investors, an estimated $176M added.
  • The largest AES seller in Q4 2021 was Zimmer Partners, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2021.