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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
HWP
551
Highline Wealth Partners
California
$8.93K
FFC
552
First Financial Corp
Indiana
$8.87K +$6.77K +416 +924%
FPFS
553
First Personal Financial Services
North Carolina
$8.82K
ST
554
Smithfield Trust
Pennsylvania
$8K
GKIM
555
GW&K Investment Management
Massachusetts
$8K +$1.98K +122 +44%
SWM
556
Spire Wealth Management
Virginia
$7.31K +$1.01K +62 +17%
WIA
557
Wetzel Investment Advisors
Indiana
$7K +$5.53K +340 New
RCM
558
Raleigh Capital Management
North Carolina
$6.12K +$3.01K +185 +139%
CP
559
Castleview Partners
Texas
$5.66K +$4.78K +294 New
JWA
560
JFS Wealth Advisors
Pennsylvania
$5.53K +$3.89K +239 +498%
BCM
561
Blume Capital Management
California
$5.45K
CTC
562
Central Trust Company
Missouri
$5.24K
CMP
563
Coston McIsaac & Partners
Maine
$5K
FUBT
564
First United Bank & Trust
Maryland
$4.99K +$4.21K +259 New
TIM
565
Thompson Investment Management
Wisconsin
$4.81K
TH
566
TCTC Holdings
Texas
$4.58K +$3.87K +238 New
GWM
567
Geneos Wealth Management
Colorado
$4.25K -$7.38K -454 -67%
PP
568
Pacifica Partners
Canada
$4.22K
PPC
569
Park Place Capital
Alabama
$4.2K +$33 +2 +0.9%
FMP
570
Financial Management Professionals
Texas
$4K +$1.16K +71 +57%
AAP
571
Arax Advisory Partners
Colorado
$3.95K +$2.42K +149 +266%
SSB
572
Sandy Spring Bank
Maryland
$3.85K
SIS
573
Strategic Investment Solutions
Illinois
$3.79K +$3.2K +197 New
GEA
574
Glen Eagle Advisors
New Jersey
$3.65K +$33 +2 +1%
HCP
575
Hexagon Capital Partners
Arkansas
$3.52K +$911 +56 +44%

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.