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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
Allianz Asset Management
151
Allianz Asset Management
Germany
$6.42M -$17.8M -667,776 -74%
NEI
152
Northwest & Ethical Investments
Ontario, Canada
$6.34M -$874K -32,875 -12%
BCM
153
Bienville Capital Management
New York
$6.2M +$6.15M +231,100 New
GC
154
Guggenheim Capital
Illinois
$6.14M -$316K -11,876 -5%
MSE
155
MUFG Securities EMEA
United Kingdom
$6.03M +$5.98M +225,000 New
DZ Bank
156
DZ Bank
Germany
$5.97M +$3.3M +124,181 +126%
Aviva
157
Aviva
United Kingdom
$5.88M -$67.5K -2,536 -1%
Mitsubishi UFJ Asset Management
158
Mitsubishi UFJ Asset Management
Japan
$5.82M +$685K +25,737 +13%
CIS
159
Capital International Sarl
California
$5.76M -$197K -7,394 -3%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$5.66M +$4.91M +184,624 +700%
SCM
161
Symons Capital Management
Pennsylvania
$5.59M -$756K -28,438 -12%
GLA
162
Great Lakes Advisors
Illinois
$5.37M +$5.32M +200,127 New
ASRS
163
Arizona State Retirement System
Arizona
$5.14M +$27.8K +1,047 +0.5%
SAM
164
Securian Asset Management
Minnesota
$5.14M +$62.9K +2,366 +1%
WTC
165
WhitTier Trust Company
Nevada
$4.92M +$322K +12,089 +7%
JG
166
Jefferies Group
New York
$4.71M +$1.56M +58,776 +50%
PAG
167
Private Advisor Group
New Jersey
$4.66M -$52.8K -1,984 -1%
Robeco Institutional Asset Management
168
Robeco Institutional Asset Management
Netherlands
$4.6M
ACI
169
AMP Capital Investors
Australia
$4.5M -$141K -5,287 -3%
SOMRS
170
State of Michigan Retirement System
Michigan
$4.5M +$10.6K +400 +0.2%
SLAM
171
Swiss Life Asset Management
$4.48M -$86K -3,235 -2%
Stifel Financial
172
Stifel Financial
Missouri
$4.44M -$2.23M -83,819 -34%
CAM
173
Centre Asset Management
New York
$4.44M -$2.08M -78,190 -32%
KBC Group
174
KBC Group
Belgium
$4.42M
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$4.39M +$2.14M +80,360 +96%

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.