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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
HW
701
Hamilton Wealth
California
-$197K -10,224 Closed
IWM
702
IHT Wealth Management
Illinois
-$193K -10,035 Closed
LOIM
703
Liberty One Investment Management
Illinois
-$179K -9,305 Closed
ASN
704
Advisory Services Network
Georgia
-$70.3K -3,651 Closed
SIM
705
Sentry Investment Management
Wisconsin
-$68K -3,511 Closed
PCM
706
Penserra Capital Management
California
-$50.9K -3,046 -99%
GFL
707
Granite FO LLC
New Hampshire
-$57.8K -3,000 Closed
FMTCOCP
708
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$49K -2,525 Closed
GWS
709
Glassman Wealth Services
Virginia
-$37.1K -1,928 Closed
HDIM
710
Hanson & Doremus Investment Management
Vermont
-$32K -1,650 Closed
RFA
711
Resurgent Financial Advisors
Georgia
-$24.2K -1,257 Closed
TCWA
712
Turtle Creek Wealth Advisors
Texas
-$20.1K -1,042 Closed
Loomis, Sayles & Company
713
Loomis, Sayles & Company
Massachusetts
-$18K -946 Closed
CA
714
Clearstead Advisors
Ohio
-$10.4K -538 Closed
FPFS
715
First Personal Financial Services
North Carolina
-$8.82K -458 Closed
FUBT
716
First United Bank & Trust
Maryland
-$4.99K -259 Closed
PPC
717
Park Place Capital
Alabama
-$4.2K -218 Closed
EC
718
EdgeRock Capital
Colorado
-$3.02K -176 Closed
HCM
719
Hollencrest Capital Management
California
-$2.89K -150 Closed
NMG
720
New Millennium Group
Utah
-$2.58K -134 Closed
LIWM
721
Long Island Wealth Management
New York
-$2K -120 Closed
MTIC
722
Missouri Trust & Investment Company
Missouri
-$2.04K -106 Closed
CCA
723
Criterion Capital Advisors
Tennessee
-$1.16K -60 Closed
WPA
724
West Paces Advisors
Georgia
-$712 -37 Closed
FDCP
725
Foster Dykema Cabot & Partners
Massachusetts
-$597 -31 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.