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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$4.1M +$941K +57,874 +37%
Stifel Financial
152
Stifel Financial
Missouri
$4.06M +$221K +13,583 +7%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$4.05M -$1.87M -114,672 -35%
Canada Life
154
Canada Life
Manitoba, Canada
$3.92M +$57.6K +3,539 +2%
Comerica Bank
155
Comerica Bank
Texas
$3.9M +$273K +16,767 +9%
EGA
156
Eagle Global Advisors
Texas
$3.81M +$4.07K +250 +0.1%
HVIA
157
Hudson Valley Investment Advisors
New York
$3.71M +$852K +52,359 +37%
WT
158
Washington Trust
Rhode Island
$3.69M +$3.1M +190,352 +17,133%
BFG
159
Bleakley Financial Group
New Jersey
$3.56M +$271K +16,688 +10%
SS
160
Simplicity Solutions
Minnesota
$3.55M +$266K +16,330 +10%
ASRS
161
Arizona State Retirement System
Arizona
$3.54M +$23.3K +1,433 +0.8%
SOMRS
162
State of Michigan Retirement System
Michigan
$3.53M -$4.88K -300 -0.2%
TW
163
TritonPoint Wealth
Maryland
$3.5M +$2.96M +181,803 New
EGM
164
Engineers Gate Manager
New York
$3.49M -$507K -31,175 -15%
MIM
165
MetLife Investment Management
New Jersey
$3.45M -$53K -3,260 -2%
AIG
166
American International Group
New York
$3.45M -$73.8K -4,535 -2%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$3.44M -$632K -38,842 -18%
VFM
168
Viking Fund Management
North Dakota
$3.37M -$569K -35,000 -17%
MHI
169
Miller Howard Investments
New York
$3.36M +$101K +6,223 +4%
Nomura Asset Management
170
Nomura Asset Management
Japan
$3.28M -$1.75M -107,500 -39%
MOACM
171
Mutual of America Capital Management
New York
$3.28M +$256K +15,747 +10%
AAM
172
Advisors Asset Management
Colorado
$3.27M +$327K +20,087 +13%
AQR Capital Management
173
AQR Capital Management
Connecticut
$3.25M -$986K -60,595 -26%
LF
174
Longbow Finance
Switzerland
$3.2M +$2.71M +166,365 New
AB
175
Amalgamated Bank
New York
$3.15M -$304K -18,683 -10%

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.