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635 hedge funds and large institutions have $13.1B invested in AES in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 250 increasing their positions, 247 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $60M | Put options by funds: $20.4M

1% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 247

0.64% less ownership

Funds ownership: 95.08%94.44% (-0.64%)

6% less funds holding

Funds holding: 674635 (-39)

14% less capital invested

Capital invested by funds: $15.3B → $13.1B (-$2.22B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

43% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 80

Holders
635
Holders Change
-39
Holders Change %
-5.79%
% of All Funds
9.97%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
46
Increased
250
Reduced
247
Closed
80
Calls
$60M
Puts
$20.4M
Net Calls
+$39.6M
Net Calls Change
+$5.83M
Name Holding Trade Value Shares
Change
Change in
Stake
IMRF
326
Illinois Municipal Retirement Fund
Illinois
$782K
MFG
327
MidWestOne Financial Group
Iowa
$778K +$826K +37,531 New
CGH
328
Crossmark Global Holdings
Texas
$769K -$6.1K -277 -0.8%
KBC Group
329
KBC Group
Belgium
$769K
RJT
330
Raymond James Trust
Florida
$750K -$50.8K -2,306 -6%
FIM
331
Freedom Investment Management
Connecticut
$744K +$2.64K +120 +0.3%
NB
332
Norinchukin Bank
Japan
$721K +$10.3K +470 +1%
CB
333
Commerce Bank
Missouri
$717K +$24.4K +1,109 +3%
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$717K -$118K -5,351 -13%
SDIC
335
South Dakota Investment Council
South Dakota
$688K
Creative Planning
336
Creative Planning
Kansas
$676K +$57.2K +2,598 +9%
NMERB
337
New Mexico Educational Retirement Board
New Mexico
$672K +$33K +1,500 +5%
AIMCA
338
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$659K
ATC
339
Argent Trust Co
Tennessee
$649K +$690K +31,315 New
SEC
340
Seven Eight Capital
New York
$646K +$238K +10,798 +53%
PM
341
Phraction Management
Connecticut
$620K -$157K -7,115 -19%
JFG
342
Jefferies Financial Group
New York
$616K +$324K +14,694 +98%
PWG
343
Portside Wealth Group
Utah
$611K +$649K +29,489 New
FC
344
Fulcrum Capital
Washington
$611K -$52.1K -2,368 -7%
Capstone Investment Advisors
345
Capstone Investment Advisors
New York
$610K +$449K +20,398 +226%
KCM
346
Kendall Capital Management
Maryland
$605K -$20.9K -950 -3%
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$605K -$15.5K -706 -2%
CIM
348
Chiron Investment Management
New York
$598K +$635K +28,845 New
WBC
349
Westpac Banking Corp
Australia
$596K -$7.8M -354,182 -92%
HWAM
350
Hennion & Walsh Asset Management
New Jersey
$595K -$130K -5,905 -17%

AES Hedge Fund Activity: Q2 2023 in Review

635 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2023, worth a combined $13.1B — down 14% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of AES and 46 opened new positions — a net loss of 34 holders — while 247 trimmed existing stakes and 250 added.

The largest buyer was Capital International Investors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $553M.

  • 635 institutional investors held AES (AES) as of Q2 2023, down from 674 in Q1 2023.
  • Funds reported $13.1B of AES stock for Q2 2023, down 14% quarter-over-quarter.
  • 46 funds opened new AES positions in Q2 2023 and 80 closed out, a net change of -34 holders.
  • The largest AES buyer in Q2 2023 was Capital International Investors, an estimated $139M added.
  • The largest AES seller in Q2 2023 was Capital World Investors, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2023.