AES
675 hedge funds and large institutions have $15.3B invested in AES in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 260 reducing their positions, and 85 closing their positions.
318% more call options, than puts
Call options by funds: $44.4M | Put options by funds: $10.6M
8% more capital inflows, than outflows
Capital inflows: $982M | Capital outflows: $911M
0% more ownership
Funds ownership: 95.08% → 95.08% (+0%)
8% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 260
3% less funds holding
Funds holding: 693 → 675 (-18)
11% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 85
39% less funds holding in top 10
Funds holding in top 10: 18 → 11 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$184M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$65.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$57.4M |
| 4 |
Energy Income Partners
Westport,
Connecticut
|
+$44.7M |
| 5 |
Morgan Stanley
New York
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$208M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$132M |
| 3 |
Southpoint Capital Advisors
New York
|
-$77.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$47M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$41.2M |
AES Hedge Fund Activity: Q1 2023 in Review
675 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2023, worth a combined $15.3B — down 16% from $18.3B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of AES and 76 opened new positions — a net loss of 9 holders — while 260 trimmed existing stakes and 239 added.
The largest buyer was Vanguard Group, adding an estimated $184M. The largest seller was Fidelity Investments, cutting an estimated $208M.
- 675 institutional investors held AES (AES) as of Q1 2023, down from 693 in Q4 2022.
- Funds reported $15.3B of AES stock for Q1 2023, down 16% quarter-over-quarter.
- 76 funds opened new AES positions in Q1 2023 and 85 closed out, a net change of -9 holders.
- The largest AES buyer in Q1 2023 was Vanguard Group, an estimated $184M added.
- The largest AES seller in Q1 2023 was Fidelity Investments, an estimated $208M sold.
Based on aggregated 13F filings for Q1 2023.