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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
LI
101
LMCG Investments
Massachusetts
$8.81M -$21.7K -1,332 -0.3%
YCM
102
Yaupon Capital Management
New York
$8.52M -$1.95M -119,738 -21%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$8.45M -$1.1M -67,451 -13%
PI
104
PEAK6 Investments
Illinois
$8.07M +$6.31M +388,145 +1,242%
Boston Partners
105
Boston Partners
Massachusetts
$8.04M -$2.17M -133,335 -24%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$7.89M +$642K +39,483 +11%
UBS Group
107
UBS Group
Switzerland
$7.87M -$8.15M -501,183 -55%
APG Asset Management
108
APG Asset Management
Netherlands
$7.81M +$732K +45,000 +11%
Jane Street
109
Jane Street
New York
$7.69M +$2.93M +180,026 +82%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$7.69M +$705K +43,358 +12%
National Pension Service
111
National Pension Service
South Korea
$7.5M
Calamos Advisors
112
Calamos Advisors
Illinois
$7.46M -$82.3K -5,060 -1%
LCS
113
Levin Capital Strategies
New York
$7.44M -$10.2M -625,634 -62%
OAM
114
Oppenheimer Asset Management
New York
$7.36M +$508K +31,246 +9%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$7.23M -$233K -14,332 -4%
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$7.23M -$2.09M -128,715 -26%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$7.21M -$38.1K -2,341 -0.6%
Asset Management One
118
Asset Management One
Japan
$7.21M -$1.59M -97,792 -21%
CP
119
CenterBook Partners
Connecticut
$7.04M +$5.95M +365,835 New
Two Sigma Investments
120
Two Sigma Investments
New York
$7.02M -$30.4M -1,871,122 -84%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$6.98M
RPA
122
Rock Point Advisors
Vermont
$6.93M +$2.43M +149,110 +71%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$6.91M -$333K -20,457 -5%
PCA
124
Providence Capital Advisors
North Carolina
$6.88M +$2.56M +157,221 +78%
CCM
125
Channing Capital Management
Illinois
$6.85M +$54.7K +3,361 +1%

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.