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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$23.6M +$114K +4,300 +0.5%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$23.4M -$3.61M -135,592 -13%
MIM
78
Merewether Investment Management
Texas
$23.4M -$18.1M -679,871 -44%
TIM
79
Thornburg Investment Management
New Mexico
$23.1M +$3.44M +129,417 +18%
FP
80
Foundry Partners
Minnesota
$23M -$5.66M -212,893 -20%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M +$14.1M +529,134 +164%
N
82
Natixis
France
$22.3M +$3.29M +123,703 +17%
Principal Financial Group
83
Principal Financial Group
Iowa
$22M -$1.28M -47,939 -6%
KACA
84
Kayne Anderson Capital Advisors
California
$21.6M +$12.9M +486,350 +152%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$20.3M +$3.14M +118,058 +18%
CS
86
Credit Suisse
Switzerland
$20.2M -$9.12M -343,025 -31%
SIM
87
SW Investment Management
Colorado
$20.1M +$19.9M +750,000 New
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$20M -$46.9M -1,763,900 -70%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$19.1M +$13M +490,394 +220%
AAMU
90
Amundi Asset Management US
Massachusetts
$19.1M -$2.53M -95,005 -12%
AAP
91
Ardsley Advisory Partners
Connecticut
$18.8M -$8.08M -303,750 -30%
EIP
92
Energy Income Partners
Connecticut
$18.8M +$18.6M +700,526 New
Victory Capital Management
93
Victory Capital Management
Texas
$18.7M -$23.5M -881,927 -56%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$17.3M -$4.22M -158,515 -20%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$17.2M -$3.12M -117,220 -15%
Man Group
96
Man Group
United Kingdom
$17M +$6.81M +255,987 +68%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$16.8M -$7.56M -284,118 -31%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$16.6M +$1.7M +64,089 +12%
SFI
99
Susquehanna Fundamental Investments
Pennsylvania
$16.4M -$912K -34,288 -5%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$15.9M +$8.9M +334,741 +129%

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.