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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
PO
576
Private Ocean
California
$9.79K
SWM
577
Spire Wealth Management
Virginia
$9.72K +$1.82K +109 +25%
WWP
578
WR Wealth Planners
Missouri
$9.41K +$8.77K +525 New
WIM
579
Westside Investment Management
California
$9.16K
TFIPS
580
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.96K
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$8.75K
PWMG
582
Prestige Wealth Management Group
New Jersey
$8.73K
SN
583
Sittner & Nelson
Oregon
$8.68K
MCM
584
Manchester Capital Management
Vermont
$8.37K
HWP
585
Highline Wealth Partners
California
$8.32K
FFC
586
First Financial Corp
Indiana
$7.87K -$368 -22 -5%
BGAI
587
Bruce G. Allen Investments
Colorado
$7.51K -$4.23K -253 -38%
GKIM
588
GW&K Investment Management
Massachusetts
$7K
WIA
589
Wetzel Investment Advisors
Indiana
$5.53K
CTC
590
Central Trust Company
Missouri
$5.5K +$585 +35 +13%
HNB
591
Hilltop National Bank
Wyoming
$5.38K +$5.01K +300 New
CP
592
Castleview Partners
Texas
$5.27K
BCM
593
Blume Capital Management
California
$5.08K
CMP
594
Coston McIsaac & Partners
Maine
$5K
W
595
WealthCollab
Washington
$4.99K +$4.65K +278 New
AAP
596
Arax Advisory Partners
Colorado
$4.77K +$1.02K +61 +30%
FGAM
597
Financial Gravity Asset Management
Texas
$4.76K +$3.88K +232 +682%
LTI
598
Laffer Tengler Investments
Tennessee
$4.48K +$4.18K +250 New
TCOV
599
Trust Company of Vermont
Vermont
$4.48K +$4.18K +250 New
TIM
600
Thompson Investment Management
Wisconsin
$4.48K

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.