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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
TH
601
TCTC Holdings
Texas
$4.27K
GWSA
602
Global Wealth Strategies & Associates
Colorado
$4.03K +$3.76K +225 New
ST
603
Smithfield Trust
Pennsylvania
$4K -$3.17K -190 -46%
VNA
604
Valley National Advisers
Pennsylvania
$4K +$836 +50 +26%
GWM
605
Geneos Wealth Management
Colorado
$3.96K
PP
606
Pacifica Partners
Canada
$3.86K
SFA
607
Semmax Financial Advisors
North Carolina
$3.75K
AGWCA
608
Annis Gardner Whiting Capital Advisors
Florida
$3.66K +$1K +60 +42%
GEA
609
Glen Eagle Advisors
New Jersey
$3.44K +$33 +2 +1%
JWA
610
JFS Wealth Advisors
Pennsylvania
$3.28K -$1.74K -104 -36%
IPW
611
Impact Partnership Wealth
Georgia
$3.16K
Kayne Anderson Rudnick Investment Management
612
Kayne Anderson Rudnick Investment Management
California
$3.13K +$869 +52 +43%
TAM
613
Tucker Asset Management
Colorado
$3.07K
RTL
614
Red Tortoise LLC
Georgia
$2.64K
VWM
615
Venturi Wealth Management
Texas
$2.49K +$1.14K +68 +96%
DIP
616
DT Investment Partners
Pennsylvania
$2.24K
FMP
617
Financial Management Professionals
Texas
$2K -$1.19K -71 -36%
AW
618
Avion Wealth
Texas
$2K -$618 -37 -27%
SC
619
SouthState Corp
Florida
$1.88K +$1.75K +105 New
MSG
620
Main Street Group
Virginia
$1.88K +$33 +2 +2%
CPG
621
Cornerstone Planning Group
New Jersey
$1.85K +$1.52K +91 +1,138%
HCP
622
Hexagon Capital Partners
Arkansas
$1.7K -$1.47K -88 -48%
CA
623
Continuum Advisory
Idaho
$1.62K +$1.35K +81 New
AIM
624
Anchor Investment Management
South Carolina
$1.61K
DWA
625
Delos Wealth Advisors
Texas
$1.61K +$1.5K +90 New

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.