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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.

New
Increased
Maintained
Reduced
Closed

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: 1112 (+1)

5% more funds holding

Funds holding: 560587 (+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

Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
10.31%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
91
Increased
182
Reduced
232
Closed
56
Calls
$15M
Puts
$11.8M
Net Calls
+$3.26M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.23B -$4.49M -168,935 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.6B +$394M +14,827,633 +33%
Capital World Investors
3
Capital World Investors
California
$1.43B -$715M -26,877,712 -34%
Capital International Investors
4
Capital International Investors
California
$1.19B +$309M +11,630,244 +36%
BlackRock
5
BlackRock
New York
$1.17B +$18.1M +680,732 +2%
State Street
6
State Street
Massachusetts
$908M -$5.47M -205,595 -0.6%
Ameriprise
7
Ameriprise
Minnesota
$680M -$60.5M -2,274,404 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$304M +$9.93M +373,435 +3%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$256M -$8.24M -309,859 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$231M -$61.2M -2,299,496 -21%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$225M -$2.06M -77,623 -0.9%
OAG
12
Orbis Allan Gray
Bermuda
$208M +$182M +6,832,705 +749%
ECP
13
Electron Capital Partners
New York
$198M -$8.56M -321,869 -4%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$192M +$98.5M +3,702,871 +107%
Northern Trust
15
Northern Trust
Illinois
$184M -$10M -376,061 -5%
Goldman Sachs
16
Goldman Sachs
New York
$168M +$40.1M +1,507,011 +32%
SCA
17
Southpoint Capital Advisors
New York
$161M +$155M +5,828,221 +3,393%
ClearBridge Investments
18
ClearBridge Investments
New York
$155M -$15.9M -596,182 -9%
ICP
19
Inclusive Capital Partners
California
$143M
Bank of America
20
Bank of America
North Carolina
$141M -$28.1M -1,055,308 -17%
PI
21
Putnam Investments
Massachusetts
$139M -$53.4M -2,009,222 -28%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$132M -$28.4M -1,068,021 -18%
Charles Schwab
23
Charles Schwab
California
$128M +$2.65M +99,575 +2%
RRAM
24
River Road Asset Management
Kentucky
$118M -$23.3M -875,430 -17%
Prudential Financial
25
Prudential Financial
New Jersey
$109M -$23.9M -897,269 -18%

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.