We are live on ! Find out more

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
MMG
551
Monetary Management Group
Missouri
$17.9K
NSIM
552
North Star Investment Management
Illinois
$17.5K +$167 +10 +1%
MCM
553
MV Capital Management
Maryland
$17.2K -$1.09K -65 -6%
CLG
554
Cooperman Leon G
$16.1K
UB
555
UMB Bank
Missouri
$15.7K
CT
556
Cambridge Trust
Massachusetts
$15.2K
MA
557
Montag & Associates
Georgia
$15.1K
AP
558
Aspect Partners
Virginia
$14.7K
SAM
559
Smartleaf Asset Management
Massachusetts
$14.6K +$12.4K +744 +715%
Jones Financial Companies
560
Jones Financial Companies
Missouri
$14.5K +$13.5K +810 New
S
561
Sachetta
Massachusetts
$14.5K
IBOK
562
Independence Bank of Kentucky
Kentucky
$14.3K +$13.4K +800 New
BIA
563
Bell Investment Advisors
California
$14.2K -$485 -29 -4%
RA
564
Rise Advisors
New York
$14K +$13K +779 New
CAL
565
Capital Advisors Ltd
Ohio
$13K +$1.37K +82 +12%
FCA
566
FinTrust Capital Advisors
South Carolina
$12.6K
RCM
567
Raleigh Capital Management
North Carolina
$12.6K +$6.38K +382 +120%
WTA
568
Washington Trust Advisors
Massachusetts
$12.4K +$3.73K +223 +48%
FRA
569
Front Row Advisors
California
$10.8K
TSMHT
570
Thurston Springer Miller Herd & Titak
Indiana
$10.7K +$9.99K +598 New
FWM
571
FSA Wealth Management
Massachusetts
$10.6K
FIM
572
Fernwood Investment Management
Massachusetts
$10.4K +$9.73K +582 New
VCM
573
Versant Capital Management
Arizona
$10.4K +$8.47K +507 +714%
FHA
574
First Horizon Advisors
Tennessee
$10.1K -$4.25K -254 -31%
RS
575
Rakuten Securities
Japan
$10K +$7.52K +450 +409%

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.