We are live on ! Find out more

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
SAM
426
Silvercrest Asset Management
New York
$275K +$550 +25 +0.2%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$272K +$25.3K +1,147 +10%
MYAM
428
Meiji Yasuda Asset Management
Japan
$271K +$288K +13,075 New
SAS
429
Stelac Advisory Services
New York
$270K -$18.6K -846 -6%
MFG
430
Magnus Financial Group
New York
$270K -$374 -17 -0.1%
HBT
431
Heartland Bank & Trust
Illinois
$267K -$28.6K -1,300 -9%
IA
432
Inspire Advisors
Idaho
$264K +$57.2K +2,596 +26%
AAS
433
Avantax Advisory Services
Texas
$259K +$2.97K +135 +1%
XT
434
XTX Topco
Cayman Islands
$255K -$168K -7,640 -38%
MM
435
MQS Management
New York
$253K -$107K -4,846 -28%
PP
436
Prudential plc
United Kingdom
$252K -$176K -8,013 -40%
AT
437
Avalon Trust
New Mexico
$252K
DIM
438
Delta Investment Management
California
$249K -$7.31K -332 -3%
BJL
439
Brighton Jones LLC
Washington
$249K +$43.2K +1,961 +19%
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$249K +$28.6K +1,297 +12%
FTDI
441
First Trust Direct Indexing
Massachusetts
$244K -$14.8K -671 -5%
PFO
442
Pathstone Family Office
New Jersey
$243K -$8.06K -366 -3%
RSA
443
River Street Advisors
Illinois
$243K -$3.33K -151 -1%
SP
444
Symmetry Partners
Connecticut
$236K
JIC
445
Johnson Investment Counsel
Ohio
$236K +$250K +11,369 New
EH
446
Equitable Holdings
New York
$234K -$46.2K -2,098 -16%
Wolverine Trading
447
Wolverine Trading
Illinois
$234K +$252K +11,430 New
FAG
448
Fortitude Advisory Group
Washington
$231K -$3.41K -155 -1%
WS
449
Wedbush Securities
California
$231K -$113K -5,148 -32%
RG
450
Renaissance Group
Kentucky
$230K +$22.7K +1,029 +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.