AES
618 hedge funds and large institutions have $9.6B invested in AES in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 247 increasing their positions, 211 reducing their positions, and 83 closing their positions.
113% more call options, than puts
Call options by funds: $75M | Put options by funds: $35.2M
17% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 211
6% more capital inflows, than outflows
Capital inflows: $1.22B | Capital outflows: $1.15B
0.41% less ownership
Funds ownership: 94.44% → 94.03% (-0.41%)
3% less funds holding
Funds holding: 636 → 618 (-18)
12% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 83
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$195M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$70.7M |
| 3 |
Millennium Management
New York
|
+$69.6M |
| 4 |
BlackRock
New York
|
+$39.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGF Management
Toronto,
Ontario, Canada
|
-$177M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$119M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$85.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$50.3M |
| 5 |
Corvex Management
New York
|
-$49.6M |
AES Hedge Fund Activity: Q3 2023 in Review
618 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2023, worth a combined $9.6B — down 27% from $13.1B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of AES and 73 opened new positions — a net loss of 10 holders — while 211 trimmed existing stakes and 247 added.
The largest buyer was Fidelity Investments, adding an estimated $195M. The largest seller was AGF Management, exiting entirely with an estimated $177M sold.
- 618 institutional investors held AES (AES) as of Q3 2023, down from 636 in Q2 2023.
- Funds reported $9.6B of AES stock for Q3 2023, down 27% quarter-over-quarter.
- 73 funds opened new AES positions in Q3 2023 and 83 closed out, a net change of -10 holders.
- The largest AES buyer in Q3 2023 was Fidelity Investments, an estimated $195M added.
- The largest AES seller in Q3 2023 was AGF Management, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2023.