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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
TWP
651
TFO Wealth Partners
Ohio
$143
BCWM
652
Bartlett & Co Wealth Management
Ohio
$54 +$50 +3 New
EWP
653
Elevation Wealth Partners
California
$9
DWM
654
Dogwood Wealth Management
Kansas
$1
SO
655
STRS Ohio
Ohio
-$23M -1,195,000 Closed
Twin Tree Management
656
Twin Tree Management
Texas
-$11.7M -608,552 Closed
Connor, Clark & Lunn Investment Management (CC&L)
657
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$9.33M -484,578 Closed
EFH
658
Eaton Financial Holdings
Florida
-$8.85M -459,789 Closed
Boston Partners
659
Boston Partners
Massachusetts
-$8.04M -417,871 Closed
CP
660
CenterBook Partners
Connecticut
-$7.04M -365,835 Closed
Holocene Advisors
661
Holocene Advisors
New York
-$6.23M -323,434 Closed
LF
662
Longbow Finance
Switzerland
-$3.2M -166,365 Closed
FI
663
FJ Investments
Utah
-$2.51M -130,295 Closed
BCM
664
BlueCrest Capital Management
Jersey
-$2.3M -119,627 Closed
DTL
665
Dynamic Technology Lab
Singapore
-$2.23M -116,097 Closed
AWM
666
Adams Wealth Management
Utah
-$1.84M -95,391 Closed
BFA
667
Brendel Financial Advisors
New Hampshire
-$1.81M -94,161 Closed
WAM
668
Wolverine Asset Management
Illinois
-$1.81M -93,934 Closed
EP
669
Edgestream Partners
New Jersey
-$1.36M -70,393 Closed
SCM
670
Stevens Capital Management
Pennsylvania
-$1.29M -67,140 Closed
CL
671
CSS LLC
Illinois
-$1.28M -66,329 Closed
GC
672
GFG Capital
Florida
-$1.17M -60,745 Closed
MTIM
673
Marathon Trading Investment Management
Pennsylvania
-$1.16M -60,037 Closed
PI
674
PineBridge Investments
New York
-$1.06M -55,293 Closed
CANY
675
Caxton Associates (New York)
New York
-$994K -51,652 Closed

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.