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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
HNB
526
Huntington National Bank
Ohio
$65.7K +$16.7K +1,000 +38%
HIA
527
Harbor Investment Advisory
Maryland
$65.6K
DMBA
528
Deseret Mutual Benefit Administrators
Utah
$65K +$5.33K +319 +10%
EC
529
EntryPoint Capital
New York
$62.2K +$34.4K +2,060 +146%
PAM
530
Palisade Asset Management
Minnesota
$61K +$56.8K +3,400 New
EWA
531
EverSource Wealth Advisors
Alabama
$54.3K -$32.7K -1,956 -39%
HI
532
Harbour Investments
Wisconsin
$53.6K -$8.05K -482 -14%
FDCDDQ
533
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.8K +$1.39K +83 +4%
PTC
534
Private Trust Company
Ohio
$43.6K -$4.01K -240 -9%
CA
535
CoreCap Advisors
Michigan
$39.4K +$36.8K +2,200 New
QC
536
Quent Capital
New York
$38.6K -$1.47K -88 -4%
AF
537
Allworth Financial
California
$37.3K -$17.2K -1,030 -33%
BTI
538
Blue Trust Inc
Georgia
$37.2K +$12.7K +759 +58%
PS
539
Principal Securities
Iowa
$36.8K -$15.6K -933 -31%
SSB
540
Sandy Spring Bank
Maryland
$34.9K +$29.2K +1,748 +874%
HWA
541
Heritage Wealth Advisors
Virginia
$33.6K
ETC
542
Exchange Traded Concepts
Oklahoma
$33.4K +$31.1K +1,864 New
RTC
543
Riverview Trust Company
Washington
$33.2K +$30.9K +1,851 New
AWM
544
Avior Wealth Management
Nebraska
$32.1K +$29.6K +1,769 +8,041%
IA
545
IFP Advisors
Florida
$23K +$685 +41 +3%
PCM
546
Peregrine Capital Management
Minnesota
$22.9K +$4.18K +250 +24%
CA
547
Crewe Advisors
Utah
$19.1K +$17.8K +1,065 New
IFAM
548
Institutional & Family Asset Management
Colorado
$18.2K +$4.39K +263 +35%
CWP
549
Concord Wealth Partners
Virginia
$17.9K
HSA
550
Hussman Strategic Advisors
Maryland
$17.9K

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.