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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
RRAM
51
River Road Asset Management
Kentucky
$27.2M -$22.1M -1,361,689 -49%
JP Morgan Chase
52
JP Morgan Chase
New York
$26.8M -$6.23M -383,131 -22%
TG
53
TCW Group
California
$26.6M -$799K -49,124 -3%
Citigroup
54
Citigroup
New York
$26.3M -$2.49M -152,809 -10%
NSAM
55
North Star Asset Management
Wisconsin
$26.2M +$1.88M +115,528 +9%
TCA
56
Tortoise Capital Advisors
Kansas
$24.4M +$76.4K +4,696 +0.4%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$24.2M -$1.04M -64,014 -5%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$24.1M -$905K -55,654 -4%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.5M -$442K -27,189 -2%
Deutsche Bank
60
Deutsche Bank
Germany
$23.5M -$1.39M -85,500 -7%
SSA
61
Schonfeld Strategic Advisors
New York
$23.4M +$15.3M +939,969 +339%
SO
62
STRS Ohio
Ohio
$23M +$3.89M +239,000 +25%
Korea Investment Corp
63
Korea Investment Corp
South Korea
$23M +$2.92M +179,370 +18%
CS
64
Credit Suisse
Switzerland
$21.8M -$316K -19,439 -2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$21.7M +$1.92M +117,756 +12%
LPL Financial
66
LPL Financial
California
$21.2M +$1.4M +86,308 +8%
KACA
67
Kayne Anderson Capital Advisors
California
$20.1M -$142K -8,728 -0.8%
American Century Companies
68
American Century Companies
Missouri
$20M +$2.65M +162,699 +19%
WorldQuant Millennium Advisors
69
WorldQuant Millennium Advisors
New York
$19M +$11.9M +734,162 +292%
AllianceBernstein
70
AllianceBernstein
Tennessee
$18.3M +$401K +24,645 +3%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$18.1M -$494K -30,343 -3%
HighTower Advisors
72
HighTower Advisors
Illinois
$17.9M +$117K +7,185 +0.8%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$17.9M +$6.15M +378,149 +69%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$17.6M +$397K +24,378 +3%
FP
75
Foundry Partners
Minnesota
$17.5M +$5.73M +352,063 +63%

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.