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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
ECM
576
Evergreen Capital Management
Washington
-$220K -11,063 Closed
MAFM
577
Mid Atlantic Financial Management
Pennsylvania
-$202K -10,158 Closed
BAM
578
Belpointe Asset Management
Nevada
-$120K -6,012 Closed
HIM
579
Hillsdale Investment Management
Ontario, Canada
-$84K -4,200 Closed
CFB
580
Cullen/Frost Bankers
Texas
-$67K -3,354 Closed
EDRH
581
Edmond de Rothschild Holding
Switzerland
-$60K -3,000 Closed
PCM
582
Penserra Capital Management
California
-$58K -2,925 Closed
ARMT
583
Amica Retiree Medical Trust
Rhode Island
-$56K -2,820 Closed
PCIA
584
Prime Capital Investment Advisors
Kansas
-$47K -2,370 Closed
GLI
585
Guardian Life Insurance
New York
-$39K -1,955 Closed
KPW
586
Kore Private Wealth
New York
-$36K -1,814 Closed
IRC
587
Investors Research Corp
Georgia
-$30K -1,500 Closed
VCP
588
Verus Capital Partners
Arizona
-$20K -1,000 Closed
ACM
589
Allred Capital Management
Texas
-$18.2K -915 Closed
OSAM
590
O'Shaughnessy Asset Management
Connecticut
-$14K -689 Closed
PB
591
Pinnacle Bancorp
Nebraska
-$11K -547 Closed
RIA
592
Realta Investment Advisors
Delaware
-$10K -492 Closed
AIM
593
Aigen Investment Management
New York
-$10K -485 Closed
CHAM
594
Clear Harbor Asset Management
Connecticut
-$8.64K -434 Closed
SQA
595
Simon Quick Advisors
New Jersey
-$3K -141 Closed
FCA
596
FinTrust Capital Advisors
South Carolina
-$3K -131 Closed
EWA
597
Evolution Wealth Advisors
Florida
-$3K -127 Closed
CWA
598
Capital Wealth Alliance
Arizona
-$2K -122 Closed
Fidelity International
599
Fidelity International
Bermuda
-$2K -111 Closed
WCM
600
Wealthcare Capital Management
Virginia
-$2K -109 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.