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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
SW
451
SVB Wealth
Massachusetts
$227K +$19.2K +874 +9%
Walleye Trading
452
Walleye Trading
New York
$227K +$241K +10,947 New
BCI
453
Brinker Capital Investments
Pennsylvania
$227K -$49.9K -2,268 -17%
OPS
454
Orion Portfolio Solutions
Nebraska
$227K -$49.9K -2,268 -17%
CI Investments Inc
455
CI Investments Inc
Ontario, Canada
$226K +$5.09K +231 +2%
Cetera Investment Advisers
456
Cetera Investment Advisers
Illinois
$225K -$736K -33,420 -75%
RT
457
Rockland Trust
Massachusetts
$222K
CA
458
Calton & Associates
Florida
$221K +$36.7K +1,668 +19%
SFA
459
Seneca Financial Advisors
New York
$216K
KFC
460
Klingenstein Fields & Co
New York
$213K
MW
461
Marcum Wealth
Ohio
$213K -$14.2K -645 -6%
Aviva
462
Aviva
United Kingdom
$211K
KIG
463
Kessler Investment Group
Indiana
$210K
RCM
464
RNC Capital Management
California
$209K -$6.28K -285 -3%
Baird Financial Group
465
Baird Financial Group
Wisconsin
$209K -$9.16K -416 -4%
SWM
466
Sugarloaf Wealth Management
Georgia
$207K +$56.3K +2,558 +34%
AC
467
AXQ Capital
New Jersey
$201K -$50.3K -2,285 -19%
CCA
468
Checchi Capital Advisers
California
$201K +$13.5K +615 +7%
HI
469
Horizon Investments
North Carolina
$194K +$20K +909 +11%
LOIM
470
Liberty One Investment Management
Illinois
$190K -$8.57K -389 -4%
AIP
471
Ameritas Investment Partners
Nebraska
$175K
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$174K +$35.3K +1,602 +24%
GBT
473
Grove Bank & Trust
Florida
$168K -$1.41K -64 -0.8%
IA
474
IFP Advisors
Florida
$167K +$17.9K +812 +11%
Bank Julius Baer & Co
475
Bank Julius Baer & Co
Switzerland
$163K -$2.36K -107 -1%

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.