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630 hedge funds and large institutions have $12.9B invested in AES in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

35% more capital invested

Capital invested by funds: $9.57B → $12.9B (+$3.34B)

25% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 84

19% more call options, than puts

Call options by funds: $138M | Put options by funds: $116M

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

6.17% more ownership

Funds ownership: 94.03%100.19% (+6.2%)

2% more funds holding

Funds holding: 617630 (+13)

Holders
630
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
9.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
105
Increased
235
Reduced
212
Closed
84
Calls
$138M
Puts
$116M
Net Calls
+$22.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B -$11.3M -697,603 -0.8%
Capital World Investors
2
Capital World Investors
California
$1.37B +$504M +31,009,718 +77%
Capital International Investors
3
Capital International Investors
California
$1.34B +$41.3M +2,537,128 +4%
BlackRock
4
BlackRock
New York
$1.04B +$94.9M +5,833,447 +12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$741M +$27.6M +1,697,777 +5%
State Street
6
State Street
Massachusetts
$656M +$13.9M +855,150 +3%
Morgan Stanley
7
Morgan Stanley
New York
$562M +$254M +15,630,029 +115%
OAG
8
Orbis Allan Gray
Bermuda
$432M +$41M +2,523,564 +13%
Ameriprise
9
Ameriprise
Minnesota
$413M +$39.5M +2,426,967 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$283M +$5.93M +364,592 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$180M -$3.53M -217,019 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$162M -$127M -7,813,621 -48%
Invesco
13
Invesco
Georgia
$146M -$120K -7,352 -0.1%
MGIM
14
M&G Investment Management
United Kingdom
$133M -$23.9M -1,471,823 -17%
Goldman Sachs
15
Goldman Sachs
New York
$124M +$43.4M +2,670,001 +71%
Northern Trust
16
Northern Trust
Illinois
$119M +$940K +57,778 +0.9%
ClearBridge Investments
17
ClearBridge Investments
New York
$119M +$12.8M +788,898 +15%
Charles Schwab
18
Charles Schwab
California
$117M +$5.3M +325,564 +6%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$99.7M +$51.2M +3,147,305 +155%
ECP
20
Electron Capital Partners
New York
$97.7M -$48.5M -2,984,728 -37%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$95.1M -$8.67M -533,294 -10%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$94.8M -$27.1M -1,663,755 -25%
Bank of America
23
Bank of America
North Carolina
$88.9M +$19.8M +1,216,128 +36%
Barclays
24
Barclays
United Kingdom
$78.1M +$22.4M +1,378,751 +51%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$72.8M +$3.33M +204,448 +6%

AES Hedge Fund Activity: Q4 2023 in Review

630 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2023, worth a combined $12.9B — up 35% from $9.57B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new AES positions and 84 closed out — a net gain of 21 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Capital World Investors, adding an estimated $504M. The largest seller was Wellington Management Group, cutting an estimated $127M.

  • 630 institutional investors held AES (AES) as of Q4 2023, up from 617 in Q3 2023.
  • Funds reported $12.9B of AES stock for Q4 2023, up 35% quarter-over-quarter.
  • 105 funds opened new AES positions in Q4 2023 and 84 closed out, a net change of +21 holders.
  • The largest AES buyer in Q4 2023 was Capital World Investors, an estimated $504M added.
  • The largest AES seller in Q4 2023 was Wellington Management Group, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2023.