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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
M
626
MOTCO
Texas
$96
MSWM
627
McGlone Suttner Wealth Management
Wisconsin
$60 +$49 +3 New
AWM
628
Abound Wealth Management
Tennessee
$16 -$1.43K -88 -99%
EWP
629
Elevation Wealth Partners
California
$8
DWM
630
Dogwood Wealth Management
Kansas
$2
PI
631
Putnam Investments
Massachusetts
-$59.8M -3,935,283 Closed
LOAME
632
Lombard Odier Asset Management (Europe)
United Kingdom
-$14M -920,003 Closed
TC
633
Teilinger Capital
Texas
-$10.6M -700,000 Closed
CSS
634
Cubist Systematic Strategies
Connecticut
-$11M -673,588 Closed
Hudson Bay Capital Management
635
Hudson Bay Capital Management
Connecticut
-$8.95M -588,634 Closed
ADEF
636
Adams Diversified Equity Fund
Maryland
-$8.85M -582,500 Closed
AT
637
Arvest Trust
Oklahoma
-$7.86M -517,237 Closed
Marshall Wace
638
Marshall Wace
United Kingdom
-$7.69M -505,796 Closed
UOC
639
UBS O'Connor
Illinois
-$6.42M -422,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
640
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.89M -255,593 Closed
CCM
641
Cinctive Capital Management
New York
-$3.53M -232,536 Closed
DA
642
Duality Advisers
Florida
-$3.03M -199,183 Closed
PMEF
643
Point72 Middle East FZE
United Arab Emirates
-$2.81M -184,975 Closed
YIH
644
Y-Intercept (HK)
Hong Kong
-$2.7M -177,924 Closed
SCM
645
Shelton Capital Management
Colorado
-$2.05M -134,845 Closed
AIM
646
Aigen Investment Management
New York
-$2.04M -134,115 Closed
VLKIM
647
Van Lanschot Kempen Investment Management
Netherlands
-$1.92M -126,405 Closed
CCIA
648
Campbell & Co Investment Adviser
Maryland
-$1.9M -124,703 Closed
SIM
649
SW Investment Management
Colorado
-$1.52M -100,000 Closed
IG
650
ING Group
Netherlands
-$1.28M -84,066 Closed

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.