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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
CLG
526
Cooperman Leon G
$17.3K
NS
527
NBC Securities
Alabama
$17K
UB
528
UMB Bank
Missouri
$16.9K +$7.64K +470 +115%
CT
529
Cambridge Trust
Massachusetts
$16.4K
MA
530
Montag & Associates
Georgia
$16.2K
BIA
531
Bell Investment Advisors
California
$15.8K +$9.87K +607 +284%
AP
532
Aspect Partners
Virginia
$15.8K +$13.3K +820 New
FHA
533
First Horizon Advisors
Tennessee
$15.8K +$7.22K +444 +118%
DWMG
534
DB Wealth Management Group
California
$15.2K
S
535
Sachetta
Massachusetts
$14.5K +$12.2K +751 New
IFAM
536
Institutional & Family Asset Management
Colorado
$14.4K +$1.11K +68 +10%
FCA
537
FinTrust Capital Advisors
South Carolina
$13.5K
CAL
538
Capital Advisors Ltd
Ohio
$13K -$17.7K -1,086 -62%
BGAI
539
Bruce G. Allen Investments
Colorado
$12.9K +$10.9K +672 New
FRA
540
Front Row Advisors
California
$11.6K
FWM
541
FSA Wealth Management
Massachusetts
$11K +$9.63K +592 New
PO
542
Private Ocean
California
$10.5K
CA
543
Clearstead Advisors
Ohio
$10.4K -$26.1K -1,606 -75%
WIM
544
Westside Investment Management
California
$9.84K
TFIPS
545
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.63K +$8.13K +500 New
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$9.39K
PWMG
547
Prestige Wealth Management Group
New Jersey
$9.38K
SN
548
Sittner & Nelson
Oregon
$9.32K +$7.87K +484 New
WTA
549
Washington Trust Advisors
Massachusetts
$8.99K
MCM
550
Manchester Capital Management
Vermont
$8.99K +$6.47K +398 +577%

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.