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653 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 273 increasing their positions, 190 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 190

43% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 75

4% more funds holding

Funds holding: 630653 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less call options, than puts

Call options by funds: $123M | Put options by funds: $134M

5.38% less ownership

Funds ownership: 100.19%94.81% (-5.4%)

6% less capital invested

Capital invested by funds: $12.9B → $12.1B (-$822M)

Holders
653
Holders Change
+23
Holders Change %
+3.65%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
107
Increased
273
Reduced
190
Closed
75
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B +$32.2M +1,929,523 +2%
Capital International Investors
2
Capital International Investors
California
$1.39B +$133M +7,969,594 +11%
BlackRock
3
BlackRock
New York
$960M -$10.1M -601,766 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$822M +$123M +7,336,743 +19%
State Street
5
State Street
Massachusetts
$583M -$25.6M -1,530,322 -4%
Capital World Investors
6
Capital World Investors
California
$454M -$769M -46,021,569 -65%
OAG
7
Orbis Allan Gray
Bermuda
$415M +$12.4M +745,003 +3%
Ameriprise
8
Ameriprise
Minnesota
$374M -$9.71M -581,066 -3%
Morgan Stanley
9
Morgan Stanley
New York
$328M -$182M -10,897,816 -37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$272M +$7.93M +474,402 +3%
Invesco
11
Invesco
Georgia
$186M +$46.3M +2,769,235 +36%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$168M +$99.7K +5,968 +0.1%
Millennium Management
13
Millennium Management
New York
$148M +$74.5M +4,460,363 +118%
ClearBridge Investments
14
ClearBridge Investments
New York
$137M +$24.9M +1,488,517 +24%
Two Sigma Investments
15
Two Sigma Investments
New York
$123M +$109M +6,521,819 +1,789%
MGP
16
M&G plc
United Kingdom
$123M +$114M +6,848,450 New
Goldman Sachs
17
Goldman Sachs
New York
$116M +$230K +13,742 +0.2%
Charles Schwab
18
Charles Schwab
California
$111M +$2.69M +160,859 +3%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$110M +$39.6M +2,366,800 +63%
ECP
20
Electron Capital Partners
New York
$106M +$13.5M +809,289 +16%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$105M +$15.4M +924,319 +19%
Northern Trust
22
Northern Trust
Illinois
$103M -$6.71M -401,585 -7%
JP Morgan Chase
23
JP Morgan Chase
New York
$103M +$72.7M +4,348,097 +312%
Citadel Advisors
24
Citadel Advisors
Florida
$101M +$42.3M +2,531,303 +82%
Bank of America
25
Bank of America
North Carolina
$96.6M +$12.9M +769,742 +17%

AES Hedge Fund Activity: Q1 2024 in Review

653 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2024, worth a combined $12.1B — down 6.4% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AES positions and 75 closed out — a net gain of 32 holders — while 273 added to existing stakes and 190 trimmed.

The largest buyer was Capital International Investors, adding an estimated $133M. The largest seller was Capital World Investors, cutting an estimated $769M.

  • 653 institutional investors held AES (AES) as of Q1 2024, up from 630 in Q4 2023.
  • Funds reported $12.1B of AES stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 107 funds opened new AES positions in Q1 2024 and 75 closed out, a net change of +32 holders.
  • The largest AES buyer in Q1 2024 was Capital International Investors, an estimated $133M added.
  • The largest AES seller in Q1 2024 was Capital World Investors, an estimated $769M sold.

Based on aggregated 13F filings for Q1 2024.