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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
Millennium Management
26
Millennium Management
New York
$72.7M -$3.98M -244,788 -6%
GF
27
Gabelli Funds
New York
$71.1M -$909K -55,900 -1%
DLA
28
Douglas Lane & Associates
New York
$66.8M +$4.86M +298,558 +9%
CIMLRA
29
CBRE Investment Management Listed Real Assets
Pennsylvania
$61M +$2.6M +160,146 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$59.5M +$27.5M +1,691,636 +121%
Empower Advisory Group
31
Empower Advisory Group
Colorado
$55.5M +$8.3M +510,429 +22%
Legal & General Group
32
Legal & General Group
United Kingdom
$54.9M -$2.25M -138,546 -5%
EIP
33
Energy Income Partners
Connecticut
$54.1M +$17.1M +1,049,385 +60%
RJA
34
Raymond James & Associates
Florida
$52.4M -$4.49M -275,978 -9%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$49.3M +$163K +10,002 +0.4%
Franklin Resources
36
Franklin Resources
California
$48.8M -$7.56M -464,927 -15%
Swiss National Bank
37
Swiss National Bank
Switzerland
$40.3M -$960K -59,000 -3%
Prudential Financial
38
Prudential Financial
New Jersey
$35.1M -$1.77M -109,103 -6%
UBS AM
39
UBS AM
Illinois
$34.4M +$1.75M +107,597 +6%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$34M +$17.5M +1,077,013 +157%
CGPCS
41
Capital Group Private Client Services
California
$32.6M -$3.47M -213,440 -11%
Ensign Peak Advisors
42
Ensign Peak Advisors
Utah
$31.8M +$791K +48,605 +3%
JVBC
43
J.V. Bruni & Co
Colorado
$31.6M +$184K +11,312 +0.7%
N
44
Nuveen
North Carolina
$31.4M +$77K +4,737 +0.3%
Amundi
45
Amundi
France
$30.7M +$1.43M +87,679 +6%
AC
46
Avenir Corporation
Virginia
$30.5M -$440K -27,045 -2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$30.5M -$36.1K -2,218 -0.1%
Wells Fargo
48
Wells Fargo
California
$30.3M +$5.23M +321,799 +26%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$30M -$2.78M -170,865 -10%
Verition Fund Management
50
Verition Fund Management
Connecticut
$28.8M +$22.9M +1,410,689 +1,636%

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.