We are live on ! Find out more
AES icon

AES
AES

609 hedge funds and large institutions have $16B invested in AES in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 213 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $99.9M | Put options by funds: $19.4M

48% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 54

4% more funds holding

Funds holding: 587 → 609 (+22)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

0.49% less ownership

Funds ownership: 92.87% → 92.38% (-0.49%)

4% less capital invested

Capital invested by funds: $16.6B → $16B (-$606M)

6% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 226

Holders
609
Holders Change
+22
Holders Change %
+3.75%
% of All Funds
10.6%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
80
Increased
213
Reduced
226
Closed
54
Calls
$99.9M
Puts
$19.4M
Net Calls
+$80.4M
Net Calls Change
+$77.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$234M
2
OAG
Orbis Allan Gray
Bermuda
+$120M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$60.5M
4
Morgan Stanley
Morgan Stanley
New York
+$49.3M
5
Millennium Management
Millennium Management
New York
+$40M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$251M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$223M
3
ICP
Inclusive Capital Partners
California
-$143M
4
Goldman Sachs
Goldman Sachs
New York
-$85.2M
5
PC
PointState Capital
New York
-$58.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
601
Versant Capital Management
Arizona
$1K – – –
MCM
602
MV Capital Management
Maryland
$1K +$449 +17 +55%
LWM
603
Liberty Wealth Management
California
$1K +$766 +29 New
AIC
604
Archer Investment Corporation
Indiana
$235 – – –
BBHC
605
Brown Brothers Harriman & Co
New York
$33 +$871 +33 +3%
WIM
606
Westside Investment Management
California
$13 – – –
ICP
607
Inclusive Capital Partners
California
– -$143M -5,346,500 Closed
PC
608
PointState Capital
New York
– -$58.4M -2,179,439 Closed
Point72 Asset Management
609
Point72 Asset Management
Connecticut
– -$35.9M -1,338,100 Closed
AAP
610
Ardsley Advisory Partners
Connecticut
– -$18.8M -701,250 Closed
LPU
611
Lansdowne Partners (UK)
United Kingdom
– -$13.8M -515,831 Closed
ACM
612
Arosa Capital Management
Florida
– -$7.37M -275,000 Closed
MSE
613
MUFG Securities EMEA
United Kingdom
– -$6.03M -225,000 Closed
GLA
614
Great Lakes Advisors
Illinois
– -$5.37M -200,127 Closed
CAM
615
Centre Asset Management
New York
– -$4.44M -165,580 Closed
IPW
616
IronBridge Private Wealth
Texas
– -$4.04M -150,515 Closed
APF
617
Alaska Permanent Fund
Alaska
– -$3.37M -125,800 Closed
SH
618
SeaTown Holdings
Singapore
– -$2.55M -95,000 Closed
TC
619
TwinBeech Capital
New York
– -$2.22M -82,700 Closed
WA
620
WESPAC Advisors
California
– -$1.52M -56,612 Closed
Balyasny Asset Management
621
Balyasny Asset Management
Illinois
– -$1.2M -44,630 Closed
YIH
622
Y-Intercept (HK)
Hong Kong
– -$863K -32,093 Closed
BAMF
623
BI Asset Management Fondsmaeglerselskab
Denmark
– -$834K -31,125 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
624
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$829K -30,937 Closed
ESCM
625
Echo Street Capital Management
New York
– -$777K -28,998 Closed
23 24
25
26 27

AES Hedge Fund Activity: Q2 2021 in Review

609 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2021, worth a combined $16B — down 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AES positions and 54 closed out — a net gain of 26 holders — while 213 added to existing stakes and 226 trimmed.

The largest buyer was Capital International Investors, adding an estimated $234M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 609 institutional investors held AES (AES) as of Q2 2021, up from 587 in Q1 2021.
  • Funds reported $16B of AES stock for Q2 2021, down 3.7% quarter-over-quarter.
  • 80 funds opened new AES positions in Q2 2021 and 54 closed out, a net change of +26 holders.
  • The largest AES buyer in Q2 2021 was Capital International Investors, an estimated $234M added.
  • The largest AES seller in Q2 2021 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2021.