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536 hedge funds and large institutions have $8.46B invested in AES in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 222 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $21M | Put options by funds: $8.37M

0.02% more ownership

Funds ownership: 93.53%93.55% (+0.02%)

4% less funds holding

Funds holding: 556536 (-20)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

20% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 222

21% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 78

32% less capital invested

Capital invested by funds: $12.4B → $8.46B (-$3.9B)

Holders
536
Holders Change
-20
Holders Change %
-3.6%
% of All Funds
11.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
62
Increased
178
Reduced
222
Closed
78
Calls
$21M
Puts
$8.37M
Net Calls
+$12.6M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Sentry Investment Management
Wisconsin
-$763K -38,346 Closed
SM
552
Sciencast Management
New Jersey
-$561K -28,000 Closed
Coatue Management
553
Coatue Management
New York
-$550K -27,637 Closed
DTL
554
Dynamic Technology Lab
Singapore
-$497K -24,981 Closed
ZCA
555
Zeke Capital Advisors
Pennsylvania
-$426K -21,429 Closed
IAA
556
Independent Advisor Alliance
North Carolina
-$423K -21,254 Closed
ALAM
557
Asahi Life Asset Management
Japan
-$417K -20,940 Closed
AMI
558
Amica Mutual Insurance
Rhode Island
-$388K -19,478 Closed
GA
559
Gateway Advisory
New Jersey
-$386K -19,418 Closed
PP
560
Paloma Partners
Connecticut
-$373K -18,767 Closed
OI
561
Oakbrook Investments
Illinois
-$371K -18,650 Closed
AIA
562
Avalon Investment & Advisory
Texas
-$370K -18,585 Closed
DZ Bank
563
DZ Bank
Germany
-$365K -18,364 Closed
CCIA
564
Campbell & Co Investment Adviser
Maryland
-$358K -17,999 Closed
BCM
565
Bluefin Capital Management
New York
-$349K -17,556 Closed
NP
566
NorthRock Partners
Minnesota
-$318K -15,980 Closed
BCM
567
BTC Capital Management
Iowa
-$307K -15,457 Closed
JIC
568
Johnson Investment Counsel
Ohio
-$300K -15,056 Closed
CCM
569
Crabel Capital Management
California
-$288K -14,488 Closed
CIBC Private Wealth Group
570
CIBC Private Wealth Group
Georgia
-$282K -14,160 Closed
RCA
571
Resonant Capital Advisors
Wisconsin
-$248K -12,464 Closed
SICM
572
Sustainable Insight Capital Management
New York
-$248K -12,444 Closed
AIA
573
Arrow Investment Advisors
Maryland
-$238K -11,960 Closed
WA
574
Wambolt & Associates
Colorado
-$233K -11,693 Closed
IWA
575
IBEX Wealth Advisors
New Jersey
-$230K -11,576 Closed

AES Hedge Fund Activity: Q1 2020 in Review

536 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2020, worth a combined $8.46B — down 32% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AES and 62 opened new positions — a net loss of 16 holders — while 222 trimmed existing stakes and 178 added.

The largest buyer was Capital World Investors, adding an estimated $146M. The largest seller was Goldman Sachs, cutting an estimated $72M.

  • 536 institutional investors held AES (AES) as of Q1 2020, down from 556 in Q4 2019.
  • Funds reported $8.46B of AES stock for Q1 2020, down 32% quarter-over-quarter.
  • 62 funds opened new AES positions in Q1 2020 and 78 closed out, a net change of -16 holders.
  • The largest AES buyer in Q1 2020 was Capital World Investors, an estimated $146M added.
  • The largest AES seller in Q1 2020 was Goldman Sachs, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2020.