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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
PCM
501
Penserra Capital Management
California
$58K -$10.6K -650 -17%
GFL
502
Granite FO LLC
New Hampshire
$57.8K
PS
503
Principal Securities
Iowa
$57.5K +$48.6K +2,986 New
PTC
504
Private Trust Company
Ohio
$51.4K +$17.7K +1,088 +69%
HNB
505
Huntington National Bank
Ohio
$51.3K +$14.7K +904 +51%
FMTCOCP
506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.4K
QC
508
Quent Capital
New York
$43.2K -$2.83K -174 -7%
GWS
509
Glassman Wealth Services
Virginia
$37.1K +$20.4K +1,254 +186%
HWA
510
Heritage Wealth Advisors
Virginia
$36.1K
RIM
511
Rakuten Investment Management
Japan
$32K +$26.9K +1,656 New
HDIM
512
Hanson & Doremus Investment Management
Vermont
$32K +$26.8K +1,650 New
EC
513
EntryPoint Capital
New York
$27.1K +$22.9K +1,408 New
CAS
514
Coppell Advisory Solutions
Texas
$24.9K +$13.4K +821 +174%
RFA
515
Resurgent Financial Advisors
Georgia
$24.2K +$20.4K +1,257 New
IA
516
IFP Advisors
Florida
$23.9K -$109K -6,706 -84%
TCWA
517
Turtle Creek Wealth Advisors
Texas
$20.1K +$16.9K +1,042 New
BTI
518
Blue Trust Inc
Georgia
$20K -$16.9K -1,040 -44%
PCM
519
Peregrine Capital Management
Minnesota
$19.8K +$7.48K +460 +81%
MCM
520
MV Capital Management
Maryland
$19.7K +$11K +677 +196%
CWP
521
Concord Wealth Partners
Virginia
$19.3K
HSA
522
Hussman Strategic Advisors
Maryland
$19.3K
MMG
523
Monetary Management Group
Missouri
$19.3K
NSIM
524
North Star Investment Management
Illinois
$18.6K -$390 -24 -2%
Loomis, Sayles & Company
525
Loomis, Sayles & Company
Massachusetts
$18K -$10.4K -638 -40%

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.