We are live on ! Find out more

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
CS
76
Credit Suisse
Switzerland
$17.3M -$2.75M -164,484 -15%
HighTower Advisors
77
HighTower Advisors
Illinois
$16.9M +$254K +15,175 +2%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$16.8M +$220K +13,162 +2%
FP
79
Foundry Partners
Minnesota
$16.8M +$480K +28,742 +3%
UBS Group
80
UBS Group
Switzerland
$16.6M +$8.63M +516,357 +126%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$16.3M -$96.3K -5,764 -0.6%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$16.2M -$565K -33,802 -4%
TI
83
Trexquant Investment
Connecticut
$16.2M +$12.5M +748,508 +482%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$16.1M +$1.49M +89,033 +11%
SCM
85
SIR Capital Management
New York
$15.6M +$4.67M +279,349 +47%
AC
86
Avenir Corporation
Virginia
$15.5M -$12.1M -721,418 -46%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$15M +$2.35M +140,610 +20%
BGDI
88
BW Gestao de Investimentos
Brazil
$14.7M +$1.67M +100,000 +14%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$14.3M +$3.31M +198,360 +33%
YCM
90
Yaupon Capital Management
New York
$14M +$5.65M +338,217 +76%
Principal Financial Group
91
Principal Financial Group
Iowa
$13.8M +$14K +839 +0.1%
KACA
92
Kayne Anderson Capital Advisors
California
$13.8M -$4.55M -272,147 -26%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$13.4M +$8.63M +516,408 +331%
MAM
94
Madison Asset Management
Wisconsin
$12.8M
BBL
95
Beck Bode LLC
Massachusetts
$12.7M +$1.9M +113,641 +19%
AAMU
96
AEGON Asset Management (UK)
United Kingdom
$12.4M -$3.45M -206,444 -23%
Lazard Asset Management
97
Lazard Asset Management
New York
$12.4M +$7.39M +442,184 +179%
NCL
98
Nishkama Capital LLC
Puerto Rico
$12.2M +$11.4M +680,980 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$11.9M -$4.45M -266,294 -29%
APG Asset Management
100
APG Asset Management
Netherlands
$11.9M +$4.46M +266,800 +60%

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.