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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
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$360K -$71.1K -3,231 -16%
MA
402
MCF Advisors
Kentucky
$351K
B
403
Bailard
California
$346K +$64.3K +2,920 +21%
SPA
404
Sherbrooke Park Advisers
New York
$342K +$363K +16,498 New
SIA
405
Sit Investment Associates
Minnesota
$342K -$3.7M -167,825 -91%
GT
406
Greenleaf Trust
Michigan
$342K +$8.04K +365 +2%
EF
407
Empirical Finance
Pennsylvania
$334K +$114K +5,182 +47%
VI
408
Vestcor Inc
New Brunswick, Canada
$326K -$2.88K -131 -0.8%
MC
409
Moors & Cabot
Massachusetts
$316K +$11K +500 +3%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$316K -$5.42K -246 -2%
ISWM
411
Independent Solutions Wealth Management
New York
$315K -$41.8K -1,897 -11%
William Blair & Company
412
William Blair & Company
Illinois
$311K -$48.5K -2,203 -13%
USAA
413
United Services Automobile Association
Texas
$309K
OFA
414
Oak Family Advisors
Illinois
$306K -$42.8K -1,945 -12%
PAS
415
Park Avenue Securities
New York
$290K -$36.6K -1,661 -11%
CPIA
416
Cornell Pochily Investment Advisors
New York
$289K -$23.8K -1,082 -7%
WAG
417
Wallace Advisory Group
California
$288K
SI
418
Stephens Inc
Arkansas
$287K -$16.9K -766 -5%
Federated Hermes
419
Federated Hermes
Pennsylvania
$287K -$78.9K -3,581 -21%
MOS
420
MGO One Seven
Ohio
$282K +$154 +7 +0.1%
OCBCO
421
Oversea-Chinese Banking Corp (OCBC)
Singapore
$280K +$56.7K +2,573 +24%
NA
422
NewEdge Advisors
Louisiana
$279K -$289K -13,121 -49%
IC
423
IEQ Capital
California
$278K -$323K -14,660 -52%
KAS
424
Kestra Advisory Services
Texas
$278K -$71.9K -3,264 -20%
BMSSC
425
B. Metzler seel. Sohn & Co
Germany
$278K +$48.2K +2,187 +20%

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.