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653 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 273 increasing their positions, 190 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 190

43% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 75

4% more funds holding

Funds holding: 630653 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less call options, than puts

Call options by funds: $123M | Put options by funds: $134M

5.38% less ownership

Funds ownership: 100.19%94.81% (-5.4%)

6% less capital invested

Capital invested by funds: $12.9B → $12.1B (-$822M)

Holders
653
Holders Change
+23
Holders Change %
+3.65%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
107
Increased
273
Reduced
190
Closed
75
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
201
Highland Capital Management (Tennessee)
Tennessee
$2.69M -$26.4K -1,581 -1%
DA
202
Duality Advisers
Florida
$2.66M +$2.48M +148,373 New
Retirement Systems of Alabama
203
Retirement Systems of Alabama
Alabama
$2.65M +$3.58K +214 +0.1%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.64M +$6.07K +363 +0.2%
II
205
IFM Investors
Australia
$2.58M +$22.4K +1,341 +0.9%
CHAM
206
Clear Harbor Asset Management
Connecticut
$2.57M +$1.4M +83,621 +140%
First Trust Advisors
207
First Trust Advisors
Illinois
$2.57M +$1.64M +98,074 +218%
TPSF
208
Texas Permanent School Fund
Texas
$2.46M +$59.1K +3,536 +3%
FCBT
209
First Citizens Bank & Trust
North Carolina
$2.45M -$346K -20,711 -13%
JFG
210
Jefferies Financial Group
New York
$2.42M +$1.52M +91,080 +207%
CI
211
CX Institutional
Indiana
$2.41M +$2.19M +131,067 +3,628%
IAS
212
IMA Advisory Services
Colorado
$2.35M +$152K +9,108 +7%
OC
213
Oppenheimer & Co
New York
$2.32M +$145K +8,679 +7%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$2.32M -$5.98K -358 -0.3%
Envestnet Portfolio Solutions
215
Envestnet Portfolio Solutions
Illinois
$2.31M -$287K -17,157 -12%
Federated Hermes
216
Federated Hermes
Pennsylvania
$2.28M +$1.38M +82,525 +184%
EF
217
Empowered Funds
Pennsylvania
$2.24M +$38K +2,273 +2%
Fidelity International
218
Fidelity International
Bermuda
$2.17M +$1.84K +110 +0.1%
Truist Financial
219
Truist Financial
North Carolina
$2.14M -$2.19M -130,965 -52%
ECM
220
ExodusPoint Capital Management
New York
$2.13M +$1.99M +119,097 New
CNB
221
Czech National Bank
Czech Republic
$2.11M +$8.77K +525 +0.4%
URS
222
Utah Retirement Systems
Utah
$2.07M -$3.34K -200 -0.2%
DZ Bank
223
DZ Bank
Germany
$2.06M +$443K +26,532 +30%
GT
224
Glenmede Trust
Pennsylvania
$2.05M -$41.4K -2,475 -2%
CC
225
Centiva Capital
New York
$1.97M +$1.84M +110,094 New

AES Hedge Fund Activity: Q1 2024 in Review

653 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2024, worth a combined $12.1B — down 6.4% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AES positions and 75 closed out — a net gain of 32 holders — while 273 added to existing stakes and 190 trimmed.

The largest buyer was Capital International Investors, adding an estimated $133M. The largest seller was Capital World Investors, cutting an estimated $769M.

  • 653 institutional investors held AES (AES) as of Q1 2024, up from 630 in Q4 2023.
  • Funds reported $12.1B of AES stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 107 funds opened new AES positions in Q1 2024 and 75 closed out, a net change of +32 holders.
  • The largest AES buyer in Q1 2024 was Capital International Investors, an estimated $133M added.
  • The largest AES seller in Q1 2024 was Capital World Investors, an estimated $769M sold.

Based on aggregated 13F filings for Q1 2024.