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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
MYLI
376
Meiji Yasuda Life Insurance
Japan
$446K +$473K +21,500 New
PPWM
377
Paragon Private Wealth Management
Kentucky
$440K -$16K -726 -3%
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$438K +$2.55K +116 +0.6%
CAN
379
Cetera Advisor Networks
California
$436K -$9.4K -427 -2%
BBVA
380
Banco Bilbao Vizcaya Argentaria
Spain
$433K +$56.5K +2,566 +14%
SC
381
Searle & Co
Connecticut
$433K -$22K -1,000 -5%
CCIA
382
Campbell & Co Investment Adviser
Maryland
$432K +$77.6K +3,526 +20%
PWP
383
Phillips Wealth Planners
Mississippi
$423K -$15.7K -713 -3%
BBHC
384
Brown Brothers Harriman & Co
New York
$419K
DPIM
385
Duff & Phelps Investment Management
Illinois
$418K +$155K +7,034 +54%
MGP
386
Metis Global Partners
California
$417K -$13.9K -633 -3%
TI
387
Tidal Investments
Wisconsin
$411K +$115K +5,220 +36%
CIBC World Market
388
CIBC World Market
Ontario, Canada
$407K -$982K -44,575 -69%
IIM
389
Ironwood Investment Management
Massachusetts
$406K
TC
390
Trilogy Capital
California
$405K +$53.4K +2,425 +16%
HCA
391
Harbor Capital Advisors
Illinois
$405K +$7.79K +354 +2%
AAM
392
Augustine Asset Management
Florida
$397K +$264 +12 +0.1%
PWM
393
Perigon Wealth Management
California
$395K -$70.8K -3,215 -14%
SFS
394
Sowell Financial Services
Arkansas
$379K +$107K +4,861 +36%
SA
395
Syntax Advisors
New York
$378K +$40.5K +1,840 +11%
VCG
396
Vantage Consulting Group
Virginia
$378K +$40.5K +1,840 +11%
VF
397
Virtu Financial
New York
$378K +$401K +18,233 New
QOP
398
Quinn Opportunity Partners
Virginia
$374K
PSP
399
Principal Street Partners
Tennessee
$372K -$1.5K -68 -0.4%
NB
400
Nicolet Bankshares
Wisconsin
$365K +$6.61K +300 +2%

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.