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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
AAMU
76
AEGON Asset Management (UK)
United Kingdom
$17.3M +$14.6M +898,826 New
Allianz Asset Management
77
Allianz Asset Management
Germany
$17M -$10.6M -653,085 -43%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$15.6M +$2.1M +129,255 +19%
Principal Financial Group
79
Principal Financial Group
Iowa
$14.8M -$246K -15,138 -2%
BGDI
80
BW Gestao de Investimentos
Brazil
$13.9M +$11.7M +720,000 New
MAM
81
Madison Asset Management
Wisconsin
$13.7M +$9.38K +577 +0.1%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$13.2M +$671K +41,238 +6%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$13.2M -$1.41M -86,618 -11%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$12.6M -$565K -34,737 -5%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$12.5M -$250K -15,400 -2%
BS
86
Banco Santander
Spain
$12.1M +$3.12M +191,876 +44%
WT
87
Whittier Trust
California
$11.8M +$5.12K +315 +0.1%
Twin Tree Management
88
Twin Tree Management
Texas
$11.7M +$9.9M +608,552 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$11.5M +$4.54M +279,425 +88%
BBL
90
Beck Bode LLC
Massachusetts
$11.5M +$821K +50,468 +9%
SCM
91
SIR Capital Management
New York
$11.4M -$2.78M -171,049 -22%
Squarepoint
92
Squarepoint
New York
$11.4M -$45.3M -2,784,567 -82%
GI
93
GAMCO Investors
Connecticut
$10.7M -$164K -10,100 -2%
TC
94
TwinBeech Capital
New York
$9.96M -$11.2M -691,535 -57%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.33M +$6.05M +372,240 +331%
Victory Capital Management
96
Victory Capital Management
Texas
$9.23M -$1.82M -112,183 -19%
GC
97
Guggenheim Capital
Illinois
$9.05M +$375K +23,039 +5%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$8.94M -$5.16M -317,258 -41%
CIS
99
Capital International Sarl
California
$8.92M +$1.01M +61,836 +15%
EFH
100
Eaton Financial Holdings
Florida
$8.85M -$52K -3,196 -0.7%

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.