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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
GI
101
GAMCO Investors
Connecticut
$15.3M -$114K -4,300 -0.7%
American Century Companies
102
American Century Companies
Missouri
$14.9M +$460K +17,305 +3%
WT
103
Whittier Trust
California
$14.5M +$680K +25,551 +5%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$14.2M -$2.49M -93,756 -15%
AWCI
105
Alpine Woods Capital Investors
New York
$13.9M +$27.2K +1,023 +0.2%
LPU
106
Lansdowne Partners (UK)
United Kingdom
$13.8M -$22.3M -836,525 -62%
BBL
107
Beck Bode LLC
Massachusetts
$13.6M +$13.5M +508,720 New
LCS
108
Levin Capital Strategies
New York
$12.9M -$1.47M -55,124 -10%
ECM
109
ExodusPoint Capital Management
New York
$12.5M -$1.5M -56,418 -11%
Wellington Management Group
110
Wellington Management Group
Massachusetts
$12.3M -$1.74M -65,304 -12%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$12M -$808K -30,394 -6%
Boston Partners
112
Boston Partners
Massachusetts
$12M -$4.62M -173,845 -28%
Asset Management One
113
Asset Management One
Japan
$11.9M -$288K -10,842 -2%
SG Americas Securities
114
SG Americas Securities
New York
$11.5M +$6.67M +250,782 +140%
KWILP
115
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.3M -$3.28M -123,221 -23%
Franklin Resources
116
Franklin Resources
California
$11.2M -$4.35M -163,436 -28%
QI
117
QS Investors
New York
$10.9M
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$10.5M -$486K -18,289 -4%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$10.3M -$3.72M -140,040 -27%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$10M +$54.7K +2,056 +0.6%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.99M +$1.13M +42,477 +13%
WorldQuant Millennium Advisors
122
WorldQuant Millennium Advisors
New York
$9.96M
HHAM
123
HITE Hedge Asset Management
Massachusetts
$9.6M +$1.01M +38,157 +12%
NRCM
124
Northern Right Capital Management
Connecticut
$9.58M -$392K -14,733 -4%
Canada Life
125
Canada Life
Manitoba, Canada
$9.48M -$23.8M -894,727 -72%

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.