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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
Bank Julius Baer & Co
476
Bank Julius Baer & Co
Switzerland
$154K -$1.54K -95 -1%
LSA
477
Leonteq Securities AG
Switzerland
$147K -$134K -8,232 -52%
IGAM
478
iA Global Asset Management
Quebec, Canada
$146K -$2.77K -170 -2%
AIP
479
Ameritas Investment Partners
Nebraska
$143K -$16.5K -1,015 -12%
C
480
Covestor
United Kingdom
$143K +$105K +6,475 +677%
TPCW
481
TD Private Client Wealth
New York
$140K +$52.6K +3,231 +80%
CHA
482
Carmichael Hill & Associates
Maryland
$136K
SIA
483
Sit Investment Associates
Minnesota
$135K
CFGS
484
Concourse Financial Group Securities
Alabama
$135K +$13.1K +806 +13%
EWM
485
Evermay Wealth Management
Virginia
$102K -$911 -56 -1%
ICM
486
Islay Capital Management
Texas
$99.9K
EWA
487
EverSource Wealth Advisors
Alabama
$96K +$23.4K +1,439 +41%
GRP
488
Global Retirement Partners
California
$78.3K +$10.9K +668 +18%
CT
489
Colonial Trust
South Carolina
$77.4K +$29.3K +1,803 +81%
CFO
490
CVA Family Office
Colorado
$72.9K +$61.6K +3,785 New
OAM
491
Ostrum Asset Management
France
$72.4K +$260 +16 +0.4%
FFA
492
Farther Finance Advisors
California
$72K +$38.5K +2,365 +172%
HIA
493
Harbor Investment Advisory
Maryland
$70.4K -$1.35K -83 -2%
ASN
494
Advisory Services Network
Georgia
$70.3K +$59.4K +3,651 New
CI
495
CX Institutional
Indiana
$69.6K +$58.8K +3,613 New
PFBT
496
Parkside Financial Bank & Trust
Missouri
$69K +$42.5K +2,611 +268%
SIM
497
Sentry Investment Management
Wisconsin
$68K -$6.13K -377 -10%
HI
498
Harbour Investments
Wisconsin
$66.9K -$5.68K -349 -9%
DMBA
499
Deseret Mutual Benefit Administrators
Utah
$63.7K -$14.8K -913 -22%
AF
500
Allworth Financial
California
$59.9K +$28.9K +1,779 +134%

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.