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536 hedge funds and large institutions have $8.46B invested in AES in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 222 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $21M | Put options by funds: $8.37M

0.02% more ownership

Funds ownership: 93.53%93.55% (+0.02%)

4% less funds holding

Funds holding: 556536 (-20)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

20% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 222

21% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 78

32% less capital invested

Capital invested by funds: $12.4B → $8.46B (-$3.9B)

Holders
536
Holders Change
-20
Holders Change %
-3.6%
% of All Funds
11.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
62
Increased
178
Reduced
222
Closed
78
Calls
$21M
Puts
$8.37M
Net Calls
+$12.6M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
476
Tarbox Family Office
California
$8K -$1.31K -73 -11%
AIM
477
Artemis Investment Management
United Kingdom
$7.81K -$1.26M -70,142 -11%
FANJ
478
Financial Architects (New Jersey)
New Jersey
$7K
PWMG
479
Prestige Wealth Management Group
New Jersey
$7K +$8.73K +487 New
EW
480
Evoke Wealth
California
$6.75K -$4.46K -249 -33%
SWA
481
Sutton Wealth Advisors
Florida
$6.66K
FWM
482
FSA Wealth Management
Massachusetts
$6K
IF
483
Ironwood Financial
Arizona
$6K
EIP
484
Ellis Investment Partners
Pennsylvania
$6K +$6.02K +336 +166%
NC
485
NewSquare Capital
Pennsylvania
$6K +$7.33K +409 New
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$5K
SFSIG
487
San Francisco Sentry Investment Group
California
$5K
SLF
488
Sun Life Financial
Ontario, Canada
$5K +$90 +5 +1%
PFBT
489
Parkside Financial Bank & Trust
Missouri
$5K +$1.42K +79 +26%
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$6.44K +359 New
SWM
491
Selective Wealth Management
Virginia
$4K
TWA
492
TCI Wealth Advisors
Arizona
$4K
WCG
493
Weaver Consulting Group
California
$4K
PFO
494
Pathstone Family Office
New Jersey
$4K +$5.34K +298 New
LSA
495
Lion Street Advisors
Texas
$4K +$5.65K +315 New
ST
496
Smithfield Trust
Pennsylvania
$3K -$12.7K -710 -76%
JCM
497
Jacobi Capital Management
Pennsylvania
$3K
SFA
498
Semmax Financial Advisors
North Carolina
$3K
TIM
499
Tortoise Investment Management
New York
$3K
BL
500
Balentine LLC
Georgia
$3K +$2.04K +114 +98%

AES Hedge Fund Activity: Q1 2020 in Review

536 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2020, worth a combined $8.46B — down 32% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AES and 62 opened new positions — a net loss of 16 holders — while 222 trimmed existing stakes and 178 added.

The largest buyer was Capital World Investors, adding an estimated $146M. The largest seller was Goldman Sachs, cutting an estimated $72M.

  • 536 institutional investors held AES (AES) as of Q1 2020, down from 556 in Q4 2019.
  • Funds reported $8.46B of AES stock for Q1 2020, down 32% quarter-over-quarter.
  • 62 funds opened new AES positions in Q1 2020 and 78 closed out, a net change of -16 holders.
  • The largest AES buyer in Q1 2020 was Capital World Investors, an estimated $146M added.
  • The largest AES seller in Q1 2020 was Goldman Sachs, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2020.