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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
101
Rock Point Advisors
Vermont
$11.4M -$592K -39,788 -5%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$11.3M -$249M -16,741,792 -95%
Principal Financial Group
103
Principal Financial Group
Iowa
$11.2M -$205K -13,787 -2%
LPL Financial
104
LPL Financial
California
$11.2M -$2.04M -137,207 -15%
AAM
105
Advisors Asset Management
Colorado
$10.9M -$1.41M -94,689 -11%
OAM
106
Oppenheimer Asset Management
New York
$10.6M +$104K +7,001 +0.9%
SI
107
Stephens Inc
Arkansas
$10.5M -$1.39M -93,602 -11%
FISPB
108
Fideuram - Intesa Sanpaolo Private Banking
$10.4M +$89.1K +5,985 +0.8%
CAU
109
Caxton Associates (UK)
$10.2M +$10.5M +708,629 +4,476%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$10.2M -$890K -59,765 -8%
Vontobel Holding
111
Vontobel Holding
Switzerland
$9.94M +$4.71M +316,411 +81%
WAM
112
Weiss Asset Management
Massachusetts
$9.91M +$10.5M +703,542 New
Stifel Financial
113
Stifel Financial
Missouri
$9.91M +$528K +35,494 +5%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$9.6M +$116K +7,760 +1%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$9.09M +$5.7M +383,002 +146%
EGM
116
Engineers Gate Manager
New York
$8.8M +$3.43M +230,652 +59%
QT
117
Quantbot Technologies
New York
$8.73M +$7.42M +498,638 +413%
CM
118
CastleKnight Management
New York
$8.33M -$13.8M -924,615 -61%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$8.23M
SC
120
SummitTX Capital
Texas
$8.21M +$7.72M +518,285 +803%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$7.82M +$6.82M +457,825 +470%
DZ Bank
122
DZ Bank
Germany
$7.81M +$7.12M +478,373 +628%
YIH
123
Y-Intercept (HK)
Hong Kong
$7.79M +$3.59M +241,164 +77%
MAM
124
Madison Asset Management
Wisconsin
$7.75M -$8.1M -544,000 -50%
VAM
125
Vanguard Asset Management
$7.74M +$8.17M +549,010 New

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.