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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
IWA
501
Icon Wealth Advisors
Texas
$163K +$152K +9,085 New
GWP
502
Gen-Wealth Partners
Michigan
$147K +$137K +8,193 New
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$143K -$100 -6 -0.1%
AIP
504
Ameritas Investment Partners
Nebraska
$133K
NS
505
NBC Securities
Alabama
$127K +$104K +6,218 +691%
CHA
506
Carmichael Hill & Associates
Maryland
$127K
SIA
507
Sit Investment Associates
Minnesota
$126K
CFGS
508
Concourse Financial Group Securities
Alabama
$123K -$2.41K -144 -2%
PFA
509
Pathway Financial Advisers
Indiana
$118K -$65.1K -3,893 -37%
SOW
510
State of Wyoming
Wyoming
$115K +$107K +6,429 New
DB
511
Danske Bank
Denmark
$98.6K +$91.9K +5,500 New
EWM
512
Evermay Wealth Management
Virginia
$95K
ICM
513
Islay Capital Management
Texas
$93K
CIA
514
Cape Investment Advisory
Georgia
$91.4K +$85.2K +5,100 New
GRP
515
Global Retirement Partners
California
$86.5K +$7.49K +448 +10%
MG
516
Mather Group
Illinois
$79.6K +$69.1K +4,137 New
CG
517
Cutler Group
California
$79K +$74.3K +4,446 New
TPCW
518
TD Private Client Wealth
New York
$77.9K -$48.7K -2,914 -40%
CFO
519
CVA Family Office
Colorado
$76.4K +$7.94K +475 +13%
C
520
Covestor
United Kingdom
$76K -$53.4K -3,195 -43%
CT
521
Colonial Trust
South Carolina
$72.1K
HT
522
Headlands Technologies
Illinois
$71.7K +$66.8K +4,000 New
FFA
523
Farther Finance Advisors
California
$70.2K +$2.42K +145 +4%
OAM
524
Ostrum Asset Management
France
$67.4K
PFBT
525
Parkside Financial Bank & Trust
Missouri
$66K +$1.55K +93 +3%

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.