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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
QCM
176
QRG Capital Management
Illinois
$3.09M +$557K +34,246 +27%
OTPPB
177
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.05M -$950K -58,422 -27%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$3.04M +$1.85M +113,773 +258%
FCBT
179
First Citizens Bank & Trust
North Carolina
$3.03M +$520K +31,975 +26%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$3.02M -$904K -55,588 -26%
Aberdeen Group
181
Aberdeen Group
United Kingdom
$3.01M +$1.12K +69 +0%
TI
182
Trexquant Investment
Connecticut
$2.99M -$4.2M -258,292 -62%
HCMT
183
Highland Capital Management (Tennessee)
Tennessee
$2.92M +$18.4K +1,130 +0.8%
ProShare Advisors
184
ProShare Advisors
Maryland
$2.87M -$166K -10,177 -6%
Retirement Systems of Alabama
185
Retirement Systems of Alabama
Alabama
$2.84M -$62.3K -3,828 -3%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.82M +$195K +11,999 +9%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$2.82M +$972K +59,774 +69%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$2.81M +$493K +30,287 +26%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$2.79M +$1.4M +85,926 +145%
SCP
190
Shorepoint Capital Partners
Massachusetts
$2.75M +$22.5K +1,385 +1%
II
191
IFM Investors
Australia
$2.74M -$136K -8,376 -6%
Russell Investments Group
192
Russell Investments Group
United Kingdom
$2.63M +$298K +18,303 +16%
AWCI
193
Alpine Woods Capital Investors
New York
$2.6M -$4.83M -297,006 -69%
TPSF
194
Texas Permanent School Fund
Texas
$2.58M -$49.3K -3,029 -2%
ACM
195
Aquatic Capital Management
Illinois
$2.56M -$960K -59,000 -31%
FI
196
FJ Investments
Utah
$2.51M +$2.12M +130,295 New
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$2.5M -$143K -8,783 -6%
VPIM
198
Vanguard Personalized Indexing Management
California
$2.48M +$1.09M +67,246 +109%
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
$2.37M -$21.6M -1,329,487 -92%
EF
200
Empowered Funds
Pennsylvania
$2.36M -$158K -9,744 -7%

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.