AerCap
AER
693 hedge funds and large institutions have $20B invested in AerCap in 2026 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 271 increasing their positions, 237 reducing their positions, and 59 closing their positions.
130% more call options, than puts
Call options by funds: $148M | Put options by funds: $64.1M
56% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 59
14% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 237
4% more funds holding
Funds holding: 666 → 693 (+27)
1% more capital invested
Capital invested by funds: $19.8B → $20B (+$249M)
0% more funds holding in top 10
Funds holding in top 10: 35 → 35 (0)
4.1% less ownership
Funds ownership: 86.41% → 82.31% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$356M |
| 2 |
BlackRock
New York
|
+$115M |
| 3 |
CCM
Check Capital Management
Costa Mesa,
California
|
+$113M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$79.3M |
| 5 |
SC
Sculptor Capital
New York
|
+$71.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$947M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$235M |
| 3 |
TCIM
TOMS Capital Investment Management
New York
|
-$191M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$175M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$167M |
AER Hedge Fund Activity: Q2 2026 in Review
693 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in AerCap (AER) for Q2 2026, worth a combined $20B — up 1.3% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new AER positions and 59 closed out — a net gain of 33 holders — while 271 added to existing stakes and 237 trimmed.
The largest buyer was ARGA Investment Management, adding an estimated $356M. The largest seller was Eagle Capital Management (New York), cutting an estimated $947M.
- 693 institutional investors held AerCap (AER) as of Q2 2026, up from 666 in Q1 2026.
- Funds reported $20B of AerCap stock for Q2 2026, up 1.3% quarter-over-quarter.
- 92 funds opened new AerCap positions in Q2 2026 and 59 closed out, a net change of +33 holders.
- The largest AerCap buyer in Q2 2026 was ARGA Investment Management, an estimated $356M added.
- The largest AerCap seller in Q2 2026 was Eagle Capital Management (New York), an estimated $947M sold.
Based on aggregated 13F filings for Q2 2026.