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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
AQR Capital Management
351
AQR Capital Management
Connecticut
$587K -$215K -9,776 -26%
CG
352
Colony Group
Massachusetts
$582K +$1.61K +73 +0.3%
PA
353
Profund Advisors
Maryland
$582K -$54.8K -2,490 -8%
BA
354
BCM Advisors
Louisiana
$581K
V
355
Veritable
Delaware
$573K +$132K +5,974 +28%
GFS
356
GYL Financial Synergies
Connecticut
$570K -$1.36K -62 -0.2%
FBC
357
Fairfield, Bush & Co
Connecticut
$569K +$26.5K +1,205 +5%
SLAM
358
Swiss Life Asset Management
$565K +$341K +15,470 +131%
NLGIA
359
Nippon Life Global Investors Americas
New York
$555K +$320K +14,540 +119%
SOAMC
360
Spirit of America Management Corp
New York
$539K +$275K +12,500 +93%
PRC
361
Pearl River Capital
Michigan
$534K -$101K -4,592 -15%
Wealthfront Advisers
362
Wealthfront Advisers
California
$515K -$1.53M -69,682 -74%
Lazard Asset Management
363
Lazard Asset Management
New York
$513K -$42.3K -1,922 -7%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$505K -$282K -12,821 -34%
API
365
Advisor Partners II
California
$500K -$63.1K -2,866 -11%
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K +$5.72K +260 +1%
BAMF
367
BI Asset Management Fondsmaeglerselskab
Denmark
$494K +$35.5K +1,610 +7%
TMAM
368
Tokio Marine Asset Management
Japan
$494K +$87.3K +3,966 +20%
EWM
369
Evercore Wealth Management
New York
$472K +$8.04K +365 +2%
TRCT
370
Tower Research Capital (TRC)
New York
$465K +$100K +4,547 +25%
BTWM
371
Baker Tilly Wealth Management
Wisconsin
$464K +$55.5K +2,519 +13%
US Bancorp
372
US Bancorp
Minnesota
$463K -$22.8K -1,034 -4%
SWM
373
SeaCrest Wealth Management
New York
$457K -$11.3K -511 -2%
DTL
374
Dynamic Technology Lab
Singapore
$457K -$617K -28,017 -56%
DI
375
DFPG Investments
Utah
$454K +$42.7K +1,938 +10%

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.