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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
DIM
676
Delta Investment Management
California
-$211K -13,878 Closed
OCBCO
677
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$205K -13,507 Closed
I
678
InceptionR
California
-$202K -13,266 Closed
Simplex Trading
679
Simplex Trading
Illinois
-$213K -13,105 Closed
HBT
680
Heartland Bank & Trust
Illinois
-$199K -13,101 Closed
SM
681
Sciencast Management
New Jersey
-$192K -12,658 Closed
BJL
682
Brighton Jones LLC
Washington
-$188K -12,336 Closed
BBP
683
Banco BTG Pactual
Brazil
-$185K -12,167 Closed
MW
684
Marcum Wealth
Ohio
-$184K -12,120 Closed
MM
685
MQS Management
New York
-$180K -11,864 Closed
PSP
686
Principal Street Partners
Tennessee
-$167K -10,986 Closed
KeyBank National Association
687
KeyBank National Association
Ohio
-$165K -10,876 Closed
FRM
688
Fox Run Management
Connecticut
-$163K -10,712 Closed
BP
689
Ballentine Partners
Massachusetts
-$157K -10,309 Closed
RCM
690
RNC Capital Management
California
-$154K -10,105 Closed
KIG
691
Kessler Investment Group
Indiana
-$151K -9,905 Closed
GBT
692
Grove Bank & Trust
Florida
-$122K -8,000 Closed
WTG
693
West Tower Group
Virginia
-$49.4K -3,252 Closed
BAAM
694
Baker Avenue Asset Management
California
-$36.8K -2,420 Closed
TWC
695
TD Waterhouse Canada
Ontario, Canada
-$32.2K -1,727 Closed
CSPIA
696
Cary Street Partners Investment Advisory
Virginia
-$26.1K -1,720 Closed
HL
697
HeadInvest LLC
Maine
-$19.7K -1,389 Closed
CA
698
Crewe Advisors
Utah
-$15.1K -994 Closed
OP
699
ORG Partners
Indiana
-$9.94K -654 Closed
VAG
700
VisionPoint Advisory Group
Texas
-$7.69K -506 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.