We are live on ! Find out more

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
IPW
576
Impact Partnership Wealth
Georgia
$3.39K
TAM
577
Tucker Asset Management
Colorado
$3.29K
EC
578
EdgeRock Capital
Colorado
$3.02K +$2.86K +176 New
SFA
579
Semmax Financial Advisors
North Carolina
$3.01K
AW
580
Avion Wealth
Texas
$3K +$1.25K +77 +128%
VNA
581
Valley National Advisers
Pennsylvania
$3K +$1.54K +95 +94%
HCM
582
Hollencrest Capital Management
California
$2.89K +$2.44K +150 New
RTL
583
Red Tortoise LLC
Georgia
$2.83K
AGWCA
584
Annis Gardner Whiting Capital Advisors
Florida
$2.77K +$1.09K +67 +87%
AA
585
Addison Advisors
Vermont
$2.6K
NMG
586
New Millennium Group
Utah
$2.58K
CWC
587
Carolinas Wealth Consulting
North Carolina
$2.37K
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$2.35K +$943 +58 +91%
DIP
589
DT Investment Partners
Pennsylvania
$2.12K
RS
590
Rakuten Securities
Japan
$2.12K +$1.79K +110 New
MTIC
591
Missouri Trust & Investment Company
Missouri
$2.04K
SAM
592
Smartleaf Asset Management
Massachusetts
$2.01K +$1.69K +104 New
LIWM
593
Long Island Wealth Management
New York
$2K +$1.95K +120 New
MSG
594
Main Street Group
Virginia
$1.98K +$1.66K +102 New
BWM
595
Baystate Wealth Management
Massachusetts
$1.86K +$16 +1 +1%
VWA
596
Valued Wealth Advisors
Utah
$1.84K +$1.97K +121 New
AIM
597
Anchor Investment Management
South Carolina
$1.73K
DGAM
598
Desjardins Global Asset Management
Quebec, Canada
$1.6K
ME
599
McIlrath & Eck
Washington
$1.46K
JFGIW
600
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41K +$1.19K +73 New

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.