AES
598 hedge funds and large institutions have $14.1B invested in AES in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 225 increasing their positions, 203 reducing their positions, and 69 closing their positions.
131% more call options, than puts
Call options by funds: $117M | Put options by funds: $50.5M
11% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 203
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.13% more ownership
Funds ownership: 92.41% → 92.54% (+0.13%)
9% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 69
2% less funds holding
Funds holding: 611 → 598 (-13)
12% less capital invested
Capital invested by funds: $16B → $14.1B (-$1.97B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$233M |
| 2 |
ZP
Zimmer Partners
New York
|
+$75.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$54.2M |
| 4 |
Bank of New York Mellon
New York
|
+$50.3M |
| 5 |
Goldman Sachs
New York
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$612M |
| 2 |
Millennium Management
New York
|
-$87.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$71.7M |
| 4 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$42.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$38.8M |
AES Hedge Fund Activity: Q3 2021 in Review
598 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2021, worth a combined $14.1B — down 12% from $16B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of AES and 63 opened new positions — a net loss of 6 holders — while 203 trimmed existing stakes and 225 added.
The largest buyer was Capital International Investors, adding an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $612M.
- 598 institutional investors held AES (AES) as of Q3 2021, down from 611 in Q2 2021.
- Funds reported $14.1B of AES stock for Q3 2021, down 12% quarter-over-quarter.
- 63 funds opened new AES positions in Q3 2021 and 69 closed out, a net change of -6 holders.
- The largest AES buyer in Q3 2021 was Capital International Investors, an estimated $233M added.
- The largest AES seller in Q3 2021 was Fidelity Investments, an estimated $612M sold.
Based on aggregated 13F filings for Q3 2021.