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653 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 273 increasing their positions, 190 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 190

43% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 75

4% more funds holding

Funds holding: 630653 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less call options, than puts

Call options by funds: $123M | Put options by funds: $134M

5.38% less ownership

Funds ownership: 100.19%94.81% (-5.4%)

6% less capital invested

Capital invested by funds: $12.9B → $12.1B (-$822M)

Holders
653
Holders Change
+23
Holders Change %
+3.65%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
107
Increased
273
Reduced
190
Closed
75
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Sequoia Financial Advisors
Ohio
$207K -$86K -5,149 -31%
HCM
477
Howland Capital Management
Massachusetts
$204K +$191K +11,400 New
MW
478
Marcum Wealth
Ohio
$204K +$190K +11,383 New
VSQM
479
V-Square Quantitative Management
Illinois
$204K
IIM
480
InTrack Investment Management
Vermont
$197K +$184K +10,987 New
EI
481
EDMP Inc
Florida
$195K
IMCOOI
482
Investment Management Corp of Ontario (IMCO)
Canada
$194K -$80.2K -4,800 -31%
SCA
483
Snowden Capital Advisors
New York
$193K +$3.16K +189 +2%
HI
484
Horizon Investments
North Carolina
$193K +$5.58K +334 +3%
RT
485
Rockland Trust
Massachusetts
$192K
FAG
486
Fortitude Advisory Group
Washington
$191K -$85.3K -5,105 -32%
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$189K +$177K +10,562 New
Bessemer Group
488
Bessemer Group
New Jersey
$188K +$38.3K +2,290 +28%
MPM
489
MBB Public Markets
Illinois
$188K +$175K +10,462 New
SFA
490
Seneca Financial Advisors
New York
$186K
NP
491
NorthRock Partners
Minnesota
$182K -$65.6K -3,926 -28%
Aviva
492
Aviva
United Kingdom
$182K
BCG
493
Breakwater Capital Group
New Jersey
$182K +$170K +10,147 New
AT
494
Avalon Trust
New Mexico
$179K
EM
495
ELCO Management
New York
$179K +$167K +10,000 New
PA
496
Parallel Advisors
California
$178K -$816K -48,833 -83%
BAMF
497
BI Asset Management Fondsmaeglerselskab
Denmark
$177K -$282K -16,864 -63%
VI
498
Vestcor Inc
New Brunswick, Canada
$167K -$104K -6,251 -40%
Walleye Trading
499
Walleye Trading
New York
$165K -$506K -30,266 -77%
HFM
500
Harvest Fund Management
China
$165K +$17.2K +1,028 +13%

AES Hedge Fund Activity: Q1 2024 in Review

653 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2024, worth a combined $12.1B — down 6.4% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AES positions and 75 closed out — a net gain of 32 holders — while 273 added to existing stakes and 190 trimmed.

The largest buyer was Capital International Investors, adding an estimated $133M. The largest seller was Capital World Investors, cutting an estimated $769M.

  • 653 institutional investors held AES (AES) as of Q1 2024, up from 630 in Q4 2023.
  • Funds reported $12.1B of AES stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 107 funds opened new AES positions in Q1 2024 and 75 closed out, a net change of +32 holders.
  • The largest AES buyer in Q1 2024 was Capital International Investors, an estimated $133M added.
  • The largest AES seller in Q1 2024 was Capital World Investors, an estimated $769M sold.

Based on aggregated 13F filings for Q1 2024.