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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
CP
126
Clayton Partners
California
$9.12M +$9.05M +340,261 New
SSA
127
Schonfeld Strategic Advisors
New York
$8.77M +$2.75M +103,465 +46%
H
128
Hexavest
Quebec, Canada
$8.55M -$6.29M -236,410 -43%
EVM
129
Eaton Vance Management
Massachusetts
$8.46M +$1.51M +56,739 +22%
Aberdeen Group
130
Aberdeen Group
United Kingdom
$8.12M -$183K -6,894 -2%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$8.09M -$3.48M -131,007 -30%
Calamos Advisors
132
Calamos Advisors
Illinois
$7.95M +$244K +9,168 +3%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$7.94M +$1.02M +38,357 +15%
LPL Financial
134
LPL Financial
California
$7.91M +$69.2K +2,600 +0.9%
First Trust Advisors
135
First Trust Advisors
Illinois
$7.7M -$3.5M -131,546 -31%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$7.67M -$1.75M -65,739 -19%
AC
137
Alexandria Capital
Virginia
$7.51M +$1.07M +40,251 +17%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$7.38M +$7.33M +275,415 New
ACM
139
Arosa Capital Management
Florida
$7.37M -$665K -25,000 -8%
BCM
140
Brasada Capital Management
Texas
$7.08M -$46.6K -1,751 -0.7%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$6.8M +$1.94M +72,900 +40%
OAM
142
Oppenheimer Asset Management
New York
$6.74M +$382K +14,373 +6%
SAM
143
Socorro Asset Management
Texas
$6.73M +$6.68M +251,092 New
NIG
144
NFJ Investment Group
Texas
$6.71M +$6.66M +250,211 New
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$6.68M -$479K -18,012 -7%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$6.64M +$699K +26,294 +12%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$6.5M -$16K -600 -0.2%
CI
148
Capital International
California
$6.49M -$333K -12,521 -5%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$6.46M +$155K +5,824 +2%
MHI
150
Miller Howard Investments
New York
$6.45M -$2.14M -80,455 -25%

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.