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AerSale

104 hedge funds and large institutions have $578M invested in AerSale in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 21

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $530M → $578M (+$48.5M)

5.06% more ownership

Funds ownership: 70.32%75.38% (+5.1%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 106104 (-2)

15% less call options, than puts

Call options by funds: $6.32M | Put options by funds: $7.43M

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
53
Reduced
21
Closed
17
Calls
$6.32M
Puts
$7.43M
Net Calls
-$1.11M
Net Calls Change
-$227K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PEAK6 Investments
Illinois
$635K +$613K +42,494 New
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$633K +$11K +764 +2%
Invesco
53
Invesco
Georgia
$563K +$49.1K +3,407 +10%
JP Morgan Chase
54
JP Morgan Chase
New York
$497K -$5.95M -412,435 -93%
DFCM
55
Dark Forest Capital Management
Puerto Rico
$494K +$477K +33,086 New
RP
56
Riverwater Partners
Wisconsin
$465K +$449K +31,146 New
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$438K +$422K +29,301 New
Wells Fargo
58
Wells Fargo
California
$429K -$51.2K -3,555 -11%
Walleye Capital
59
Walleye Capital
New York
$423K -$3.77M -261,406 -90%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$422K -$7.38K -512 -2%
Bank of America
61
Bank of America
North Carolina
$402K +$2.57K +178 +0.7%
JF
62
Jump Financial
Illinois
$400K +$106K +7,329 +38%
DC
63
Diametric Capital
Massachusetts
$386K +$372K +25,812 New
SEI Investments
64
SEI Investments
Pennsylvania
$342K +$63.4K +4,400 +24%
Marshall Wace
65
Marshall Wace
United Kingdom
$291K +$281K +19,495 New
CS
66
Credit Suisse
Switzerland
$291K +$25K +1,734 +10%
AllianceBernstein
67
AllianceBernstein
Tennessee
$282K -$65.9K -4,570 -19%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$270K +$260K +18,066 New
LPL Financial
69
LPL Financial
California
$240K +$73K +5,063 +46%
American Century Companies
70
American Century Companies
Missouri
$238K +$8.23K +571 +4%
TP
71
Tranquility Partners
Tennessee
$236K -$46.8K -3,250 -17%
Citigroup
72
Citigroup
New York
$223K +$96.3K +6,677 +81%
MIM
73
MetLife Investment Management
New Jersey
$204K
AIG
74
American International Group
New York
$191K +$6.53K +453 +4%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$180K +$28.1K +1,952 +19%

ASLE Hedge Fund Activity: Q3 2023 in Review

104 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AerSale (ASLE) for Q3 2023, worth a combined $578M — up 9.2% from $530M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ASLE and 16 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $17.8M. The largest seller was Royal Bank of Canada, cutting an estimated $10.2M.

  • 104 institutional investors held AerSale (ASLE) as of Q3 2023, down from 106 in Q2 2023.
  • Funds reported $578M of AerSale stock for Q3 2023, up 9.2% quarter-over-quarter.
  • 16 funds opened new AerSale positions in Q3 2023 and 17 closed out, a net change of -1 holder.
  • The largest AerSale buyer in Q3 2023 was State Street, an estimated $17.8M added.
  • The largest AerSale seller in Q3 2023 was Royal Bank of Canada, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2023.