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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
VCM
601
Versant Capital Management
Arizona
$1.37K -$602 -37 -34%
VWM
602
Venturi Wealth Management
Texas
$1.37K +$1.16K +71 New
DPW
603
DiNuzzo Private Wealth
Pennsylvania
$1.27K +$1.07K +66 New
TCA
604
Trifecta Capital Advisors
Illinois
$1.25K -$569 -35 -35%
TCM
605
TD Capital Management
Tennessee
$1.21K +$1.02K +63 New
EBA
606
Eagle Bay Advisors
New York
$1.17K
CCA
607
Criterion Capital Advisors
Tennessee
$1.16K +$976 +60 New
SWM
608
Sugarloaf Wealth Management
Georgia
$1.09K -$183K -11,252 -99%
CTA
609
Colonial Trust Advisors
South Carolina
$1.02K -$1.43K -88 -62%
TFA
610
Transamerica Financial Advisors
Florida
$1K
DF
611
Dunhill Financial
United Kingdom
$904 +$764 +47 New
WWM
612
Wolff Wiese Magana
California
$867
SIC
613
SJS Investment Consulting
Ohio
$790 -$390 -24 -37%
WPA
614
West Paces Advisors
Georgia
$712 +$602 +37 New
OCM
615
Orion Capital Management
California
$655
FDCP
616
Foster Dykema Cabot & Partners
Massachusetts
$597 +$504 +31 New
FGAM
617
Financial Gravity Asset Management
Texas
$562 +$277 +17 +100%
AWM
618
Avior Wealth Management
Nebraska
$423
ACA
619
Atlas Capital Advisors
Wyoming
$346
TWD
620
True Wealth Design
Ohio
$270 -$81 -5 -26%
WA
621
WestEnd Advisors
North Carolina
$212 -$98 -6 -35%
LFG
622
Larson Financial Group
Missouri
$212 +$49 +3 +38%
CPG
623
Cornerstone Planning Group
New Jersey
$154
TWP
624
TFO Wealth Partners
Ohio
$154
GI
625
Gradient Investments
Minnesota
$135 +$114 +7 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.