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694 hedge funds and large institutions have $12.1B invested in AES in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 311 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

60% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 194

6% more funds holding

Funds holding: 653694 (+41)

2.28% more ownership

Funds ownership: 94.81%97.09% (+2.3%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$34.2M)

5% less call options, than puts

Call options by funds: $98.8M | Put options by funds: $104M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
694
Holders Change
+41
Holders Change %
+6.28%
% of All Funds
10.02%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
111
Increased
311
Reduced
194
Closed
60
Calls
$98.8M
Puts
$104M
Net Calls
-$5.03M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
326
Hartree Partners
New York
$879K +$951K +50,000 New
AWCI
327
Alpine Woods Capital Investors
New York
$861K -$9.7K -510 -1%
SPIA
328
Steward Partners Investment Advisory
New York
$854K -$7.28K -383 -0.8%
HWM
329
Hohimer Wealth Management
Washington
$844K +$914K +48,051 New
Pacer Advisors
330
Pacer Advisors
Pennsylvania
$841K +$46.9K +2,466 +5%
MC
331
Moors & Cabot
Massachusetts
$808K +$125K +6,557 +17%
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
$804K +$682K +35,865 +363%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
333
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$804K +$870K +45,735 New
HIMCH
334
Hartford Investment Management Co (HIMCO)
Connecticut
$799K +$44.8K +2,356 +5%
WSCM
335
Wellington Shields Capital Management
New York
$795K +$350K +18,400 +68%
AF
336
Advisornet Financial
Minnesota
$789K +$55.1K +2,898 +7%
UCFA
337
United Capital Financial Advisors
Texas
$789K +$42.9K +2,254 +5%
HF
338
HRT Financial
New York
$787K +$852K +44,800 New
RJT
339
Raymond James Trust
Florida
$781K +$13.5K +711 +2%
AI
340
Atria Investments
North Carolina
$770K +$834K +43,846 New
MFS
341
Mirabella Financial Services
United Kingdom
$765K +$827K +43,517 New
FF
342
Friedenthal Financial
New Jersey
$758K +$821K +43,162 New
WSC
343
Wellington Shields & Co
New York
$748K +$19K +1,000 +2%
BNP Paribas Asset Management
344
BNP Paribas Asset Management
France
$743K +$223K +11,736 +38%
PAG
345
Private Advisor Group
New Jersey
$741K +$505K +26,543 +170%
DMC
346
DSC Meridian Capital
New York
$732K +$7.93M +417,147 New
AM
347
AGF Management
Ontario, Canada
$730K +$789K +41,520 New
GS
348
GTS Securities
New York
$727K +$787K +41,374 New
SAM
349
Securian Asset Management
Minnesota
$718K +$27.1K +1,423 +4%
PWM
350
Perigon Wealth Management
California
$708K +$71.2K +3,746 +10%

AES Hedge Fund Activity: Q2 2024 in Review

694 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2024, worth a combined $12.1B — up 0.28% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AES positions and 60 closed out — a net gain of 51 holders — while 311 added to existing stakes and 194 trimmed.

The largest buyer was Barclays, adding an estimated $297M. The largest seller was Capital International Investors, cutting an estimated $155M.

  • 694 institutional investors held AES (AES) as of Q2 2024, up from 653 in Q1 2024.
  • Funds reported $12.1B of AES stock for Q2 2024, up 0.28% quarter-over-quarter.
  • 111 funds opened new AES positions in Q2 2024 and 60 closed out, a net change of +51 holders.
  • The largest AES buyer in Q2 2024 was Barclays, an estimated $297M added.
  • The largest AES seller in Q2 2024 was Capital International Investors, an estimated $155M sold.

Based on aggregated 13F filings for Q2 2024.