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527 hedge funds and large institutions have $10.9B invested in AES in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $9.47M

22% more capital invested

Capital invested by funds: $8.96B → $10.9B (+$1.97B)

21% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 58

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 517527 (+10)

1.76% less ownership

Funds ownership: 93.1%91.33% (-1.8%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
527
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
10.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
70
Increased
158
Reduced
224
Closed
58
Calls
$21.7M
Puts
$9.47M
Net Calls
+$12.3M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B -$61M -3,652,352 -4%
Capital World Investors
2
Capital World Investors
California
$1.47B +$489K +29,300 +0%
BlackRock
3
BlackRock
New York
$840M -$46.6M -2,790,233 -6%
State Street
4
State Street
Massachusetts
$645M -$3.64M -217,622 -0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$580M +$40.5M +2,423,649 +8%
Ameriprise
6
Ameriprise
Minnesota
$444M +$4.6M +275,320 +1%
Capital International Investors
7
Capital International Investors
California
$407M -$1.2M -71,762 -0.3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$223M +$147M +8,808,354 +249%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$209M +$1.14M +68,380 +0.6%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$185M -$19.6M -1,171,779 -10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$160M +$22.9M +1,370,939 +18%
ECP
12
Electron Capital Partners
New York
$141M +$14.3M +858,193 +12%
Northern Trust
13
Northern Trust
Illinois
$136M +$32.2K +1,925 +0%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$133M -$6.9M -413,328 -5%
Bank of America
15
Bank of America
North Carolina
$128M +$6.99M +418,205 +6%
PI
16
Putnam Investments
Massachusetts
$127M -$19.7M -1,181,522 -14%
ClearBridge Investments
17
ClearBridge Investments
New York
$114M -$475K -28,424 -0.4%
RRAM
18
River Road Asset Management
Kentucky
$106M -$8.74M -523,090 -8%
Prudential Financial
19
Prudential Financial
New Jersey
$100M +$14.8M +888,369 +19%
AL
20
AJO LP
Pennsylvania
$91M -$3.5M -209,703 -4%
Charles Schwab
21
Charles Schwab
California
$84M -$5.1M -305,546 -6%
MWNA
22
Marshall Wace North America
New York
$79M +$60.6M +3,627,268 +493%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$75.9M +$15M +900,900 +27%
Invesco
24
Invesco
Georgia
$71.2M -$17.8M -1,067,317 -21%
Legal & General Group
25
Legal & General Group
United Kingdom
$70.7M -$2.23M -133,389 -3%

AES Hedge Fund Activity: Q3 2020 in Review

527 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2020, worth a combined $10.9B — up 22% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AES positions and 58 closed out — a net gain of 12 holders — while 158 added to existing stakes and 224 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $147M. The largest seller was Renaissance Technologies, cutting an estimated $120M.

  • 527 institutional investors held AES (AES) as of Q3 2020, up from 517 in Q2 2020.
  • Funds reported $10.9B of AES stock for Q3 2020, up 22% quarter-over-quarter.
  • 70 funds opened new AES positions in Q3 2020 and 58 closed out, a net change of +12 holders.
  • The largest AES buyer in Q3 2020 was T. Rowe Price Associates, an estimated $147M added.
  • The largest AES seller in Q3 2020 was Renaissance Technologies, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2020.