We are live on ! Find out more

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
CTA
626
Colonial Trust Advisors
South Carolina
$1.51K +$518 +31 +58%
CWC
627
Carolinas Wealth Consulting
North Carolina
$1.42K -$735 -44 -36%
LI
628
LRI Investments
Florida
$1.4K +$1.3K +78 New
ME
629
McIlrath & Eck
Washington
$1.36K
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.31K
NCTC
631
New Covenant Trust Company
Indiana
$1.25K +$1.17K +70 New
TCA
632
Trifecta Capital Advisors
Illinois
$1.17K
TCM
633
TD Capital Management
Tennessee
$1.14K +$17 +1 +2%
EBA
634
Eagle Bay Advisors
New York
$1.09K
SWM
635
Sugarloaf Wealth Management
Georgia
$1.03K
DF
636
Dunhill Financial
United Kingdom
$1.01K +$150 +9 +19%
TFA
637
Transamerica Financial Advisors
Florida
$1K
HGERS
638
Householder Group Estate & Retirement Specialist
Arizona
$915 +$17 +1 +2%
SIC
639
SJS Investment Consulting
Ohio
$664 -$67 -4 -10%
AA
640
Addison Advisors
Vermont
$646 -$1.65K -99 -73%
OCM
641
Orion Capital Management
California
$610
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$538 -$602 -36 -55%
WWM
643
Wolff Wiese Magana
California
$538 -$251 -15 -33%
ECM
644
Everence Capital Management
Indiana
$400
VWA
645
Valued Wealth Advisors
Utah
$325 -$1.72K -103 -85%
ACA
646
Atlas Capital Advisors
Wyoming
$322
TWD
647
True Wealth Design
Ohio
$305 +$50 +3 +21%
HFS
648
Horizon Financial Services
North Carolina
$305 +$284 +17 New
LFG
649
Larson Financial Group
Missouri
$197
WA
650
WestEnd Advisors
North Carolina
$179 -$17 -1 -9%

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.