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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
SC
126
Sagefield Capital
Texas
$6.84M +$1.34M +82,381 +30%
CI
127
Capital International
California
$6.73M +$443K +27,233 +8%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$6.42M +$520K +31,972 +11%
Macquarie Group
129
Macquarie Group
Australia
$6.33M -$206K -12,636 -4%
Holocene Advisors
130
Holocene Advisors
New York
$6.23M -$1.54M -94,768 -23%
TC
131
TownSquare Capital
Utah
$6.18M +$737K +45,322 +16%
ECM
132
Evergreen Capital Management
Washington
$6.16M +$97.8K +6,012 +2%
ZP
133
Zimmer Partners
New York
$6.16M -$20.8M -1,280,000 -80%
MSV
134
MN Services Vermogensbeheer
Netherlands
$5.9M -$194K -11,900 -4%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$5.71M +$3.18M +195,227 +193%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$5.7M +$47.2K +2,900 +1%
CII
137
Capital International Inc
California
$5.66M -$10.9M -669,231 -69%
X
138
Xponance
Pennsylvania
$5.59M -$173K -10,664 -4%
SI
139
Symmetry Investments
Jersey
$5.42M +$4.58M +281,486 New
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.39M +$124K +7,644 +3%
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$5.35M +$4.52M +277,903 New
CP
142
Clayton Partners
California
$5.29M -$333K -20,494 -7%
WTC
143
WhitTier Trust Company
Nevada
$5.19M +$100K +6,157 +2%
Truist Financial
144
Truist Financial
North Carolina
$4.82M -$516K -31,694 -11%
Lazard Asset Management
145
Lazard Asset Management
New York
$4.77M +$2.13M +131,158 +113%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$4.68M +$608K +37,358 +18%
BCMO
147
Buckingham Capital Management (Ohio)
Ohio
$4.48M +$537K +32,990 +17%
QOP
148
Quinn Opportunity Partners
Virginia
$4.29M +$830K +51,000 +30%
IIM
149
Intact Investment Management
Quebec, Canada
$4.14M +$265K +16,300 +8%
HBWM
150
Hollow Brook Wealth Management
New York
$4.13M +$1.15M +70,717 +49%

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.