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587 hedge funds and large institutions have $16.6B invested in AES in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 232 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

28% more call options, than puts

Call options by funds: $15M | Put options by funds: $11.8M

14% more capital invested

Capital invested by funds: $14.6B → $16.6B (+$2.02B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 560587 (+27)

0.43% less ownership

Funds ownership: 93.3%92.87% (-0.43%)

22% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 232

Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
10.31%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
91
Increased
182
Reduced
232
Closed
56
Calls
$15M
Puts
$11.8M
Net Calls
+$3.26M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$51.5M -$642K -24,135 -1%
N
52
Nuveen
North Carolina
$51.1M -$2.88M -108,457 -5%
TP
53
Third Point
New York
$49.6M +$49.2M +1,850,000 New
ZP
54
Zimmer Partners
New York
$44.2M +$43.8M +1,648,500 New
Citigroup
55
Citigroup
New York
$44.1M -$1.33M -49,904 -3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$43.8M -$1.69M -63,537 -4%
CBT
57
Capital Bank & Trust
California
$42.5M +$1.76M +66,275 +4%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.1M +$303K +11,377 +0.8%
Point72 Asset Management
59
Point72 Asset Management
Connecticut
$35.9M +$8.39M +315,542 +31%
GT
60
Glenmede Trust
Pennsylvania
$35.5M -$2.16M -81,134 -6%
Barclays
61
Barclays
United Kingdom
$35.3M +$16.1M +603,900 +85%
AII
62
AGF Investments Inc
Ontario, Canada
$33.4M +$666K +25,037 +2%
NSAM
63
North Star Asset Management
Wisconsin
$31.7M +$102K +3,819 +0.3%
National Pension Service
64
National Pension Service
South Korea
$31.4M -$3.14M -118,181 -9%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$31M -$67.8K -2,549 -0.2%
Deutsche Bank
66
Deutsche Bank
Germany
$30.8M -$8.88M -334,007 -23%
UBS Group
67
UBS Group
Switzerland
$29.8M +$7.45M +279,997 +34%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$29.3M -$1.41M -53,191 -5%
AllianceBernstein
69
AllianceBernstein
Tennessee
$28.7M -$31.9M -1,199,181 -53%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$26.9M -$6.14M -230,934 -19%
CIMLRA
71
CBRE Investment Management Listed Real Assets
Pennsylvania
$26.8M +$2.63M +98,835 +11%
PAM
72
Panagora Asset Management
Massachusetts
$26M +$666K +25,045 +3%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$24.4M -$17.3M -649,842 -42%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$24.3M +$3.98M +149,556 +20%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$24.3M -$4.09M -153,798 -15%

AES Hedge Fund Activity: Q1 2021 in Review

587 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2021, worth a combined $16.6B — up 14% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AES positions and 56 closed out — a net gain of 35 holders — while 182 added to existing stakes and 232 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $394M. The largest seller was Capital World Investors, cutting an estimated $715M.

  • 587 institutional investors held AES (AES) as of Q1 2021, up from 560 in Q4 2020.
  • Funds reported $16.6B of AES stock for Q1 2021, up 14% quarter-over-quarter.
  • 91 funds opened new AES positions in Q1 2021 and 56 closed out, a net change of +35 holders.
  • The largest AES buyer in Q1 2021 was Fidelity Investments, an estimated $394M added.
  • The largest AES seller in Q1 2021 was Capital World Investors, an estimated $715M sold.

Based on aggregated 13F filings for Q1 2021.