We are live on ! Find out more

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
IAS
201
IMA Advisory Services
Colorado
$2.35M -$157K -9,624 -7%
OC
202
Oppenheimer & Co
New York
$2.33M -$525K -32,297 -21%
Corient Private Wealth
203
Corient Private Wealth
Florida
$2.33M +$987K +60,685 +101%
Fidelity International
204
Fidelity International
Bermuda
$2.33M +$1.95M +120,190 +18,928%
Osaic Holdings
205
Osaic Holdings
Arizona
$2.31M +$512K +31,459 +36%
BCM
206
BlueCrest Capital Management
Jersey
$2.3M +$429K +26,355 +28%
CNB
207
Czech National Bank
Czech Republic
$2.26M +$3.97K +244 +0.2%
GT
208
Glenmede Trust
Pennsylvania
$2.24M +$550K +33,824 +41%
DTL
209
Dynamic Technology Lab
Singapore
$2.23M -$198K -12,177 -9%
URS
210
Utah Retirement Systems
Utah
$2.22M +$11.4K +700 +0.6%
PGFC
211
Peapack-Gladstone Financial Corp
New Jersey
$1.98M -$355K -21,812 -18%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$1.89M -$176K -10,826 -10%
QC
213
Quadrature Capital
United Kingdom
$1.85M -$2.88M -177,085 -65%
NYLIM
214
New York Life Investment Management
New York
$1.85M -$11.6K -716 -0.7%
AWM
215
Adams Wealth Management
Utah
$1.84M +$358K +22,035 +30%
DC
216
Davenport & Co
Virginia
$1.82M +$195 +12 +0%
BFA
217
Brendel Financial Advisors
New Hampshire
$1.81M +$1.53M +94,161 New
WAM
218
Wolverine Asset Management
Illinois
$1.81M +$93.6K +5,757 +7%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$1.81M +$90.6K +5,569 +6%
PAM
220
Panagora Asset Management
Massachusetts
$1.8M +$345K +21,217 +29%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$1.79M -$60.6K -3,728 -4%
YCM
222
Yousif Capital Management
Michigan
$1.73M -$52.3K -3,217 -3%
CAM
223
Carret Asset Management
New York
$1.71M +$176K +10,791 +14%
DZ Bank
224
DZ Bank
Germany
$1.7M -$504K -31,000 -26%
PMIA
225
Patrick Mauro Investment Advisor
Illinois
$1.69M -$95.7K -5,883 -6%

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.