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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
UBS AM
51
UBS AM
Illinois
$32.3M +$214K +12,805 +0.7%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$31.5M +$18.5M +1,106,400 +170%
Citigroup
53
Citigroup
New York
$30.8M +$5.96M +356,458 +26%
JVBC
54
J.V. Bruni & Co
Colorado
$29.7M +$197K +11,814 +0.7%
N
55
Nuveen
North Carolina
$28.4M -$797K -47,706 -3%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$28.2M -$152K -9,078 -0.6%
Amundi
57
Amundi
France
$27.7M +$1.23M +73,382 +5%
Verition Fund Management
58
Verition Fund Management
Connecticut
$25.5M -$1.23M -73,741 -5%
NSAM
59
North Star Asset Management
Wisconsin
$25M +$555K +33,191 +2%
Korea Investment Corp
60
Korea Investment Corp
South Korea
$24.6M +$3.01M +180,095 +15%
Deutsche Bank
61
Deutsche Bank
Germany
$24.2M +$2.16M +129,188 +11%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$24.1M +$1.52M +90,670 +7%
ICA
63
Infrastructure Capital Advisors
New York
$23.5M +$21.7M +1,298,054 +12,726%
CGPCS
64
Capital Group Private Client Services
California
$23.1M -$6.74M -403,483 -24%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$21.6M -$790K -47,288 -4%
American Century Companies
66
American Century Companies
Missouri
$21.3M +$2.47M +147,936 +14%
LPL Financial
67
LPL Financial
California
$20.9M +$1.09M +65,203 +6%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$20.1M +$4.14M +247,663 +317%
RRAM
69
River Road Asset Management
Kentucky
$19.8M -$5.14M -307,787 -22%
Jane Street
70
Jane Street
New York
$19.7M +$11.7M +697,514 +175%
TCA
71
Tortoise Capital Advisors
Kansas
$18.8M -$3.66M -219,025 -17%
MIM
72
Merewether Investment Management
Texas
$18.6M +$17.3M +1,036,700 New
WorldQuant Millennium Advisors
73
WorldQuant Millennium Advisors
New York
$18.5M +$762K +45,574 +5%
AllianceBernstein
74
AllianceBernstein
Tennessee
$18.1M +$954K +57,076 +6%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$17.6M -$1.79M -106,998 -10%

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.