AES
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.
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: 11 → 12 (+1)
5% more funds holding
Funds holding: 560 → 587 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$394M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$309M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$182M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
+$155M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$98.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$715M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$61.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$60.5M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$53.4M |
| 5 |
CANY
Caxton Associates (New York)
New York
|
-$49.5M |
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.