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694 hedge funds and large institutions have $12.1B invested in AES in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 311 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

60% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 194

6% more funds holding

Funds holding: 653694 (+41)

2.28% more ownership

Funds ownership: 94.81%97.09% (+2.3%)

0% more capital invested

Capital invested by funds: $12.1B → $12.1B (+$34.2M)

5% less call options, than puts

Call options by funds: $98.8M | Put options by funds: $104M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
694
Holders Change
+41
Holders Change %
+6.28%
% of All Funds
10.02%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
111
Increased
311
Reduced
194
Closed
60
Calls
$98.8M
Puts
$104M
Net Calls
-$5.03M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CIMLRA
26
CBRE Investment Management Listed Real Assets
Pennsylvania
$74.1M -$13.4M -704,363 -14%
Two Sigma Investments
27
Two Sigma Investments
New York
$69.6M -$55.6M -2,922,536 -42%
Prudential Financial
28
Prudential Financial
New Jersey
$67.6M -$8.48M -445,878 -10%
ECP
29
Electron Capital Partners
New York
$66.5M -$39.9M -2,100,121 -36%
Mitsubishi UFJ Trust & Banking
30
Mitsubishi UFJ Trust & Banking
Japan
$65.7M +$64.6M +3,397,402 +999%
GF
31
Gabelli Funds
New York
$64.3M -$610K -32,100 -0.9%
DLA
32
Douglas Lane & Associates
New York
$62.6M +$19.5K +1,026 +0%
Empower Advisory Group
33
Empower Advisory Group
Colorado
$58.5M +$1.38M +72,671 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$57.2M -$47.3M -2,487,740 -43%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$55.1M +$8.45M +444,252 +17%
Wells Fargo
36
Wells Fargo
California
$53.6M +$12.1M +634,162 +26%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$51.8M +$11.8M +621,700 +27%
Legal & General Group
38
Legal & General Group
United Kingdom
$51.7M +$893K +46,948 +2%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$51.3M +$16.1M +844,888 +41%
RJA
40
Raymond James & Associates
Florida
$50.5M +$2.91M +153,218 +6%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$47.9M -$4.2M -220,697 -7%
UBS AM
42
UBS AM
Illinois
$47.3M +$17M +892,194 +50%
TG
43
TCW Group
California
$46.4M +$15.8M +828,840 +46%
EIP
44
Energy Income Partners
Connecticut
$45.9M +$1.91M +100,710 +4%
Franklin Resources
45
Franklin Resources
California
$45.6M +$7.38M +388,402 +18%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.3M +$836K +43,965 +2%
N
47
Nuveen
North Carolina
$37.3M +$10.2M +538,603 +34%
Swiss National Bank
48
Swiss National Bank
Switzerland
$37M +$1.89M +99,200 +5%
Victory Capital Management
49
Victory Capital Management
Texas
$36.9M +$4.53M +238,485 +13%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$36.2M -$32.1M -1,687,579 -45%

AES Hedge Fund Activity: Q2 2024 in Review

694 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2024, worth a combined $12.1B — up 0.28% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AES positions and 60 closed out — a net gain of 51 holders — while 311 added to existing stakes and 194 trimmed.

The largest buyer was Barclays, adding an estimated $297M. The largest seller was Capital International Investors, cutting an estimated $155M.

  • 694 institutional investors held AES (AES) as of Q2 2024, up from 653 in Q1 2024.
  • Funds reported $12.1B of AES stock for Q2 2024, up 0.28% quarter-over-quarter.
  • 111 funds opened new AES positions in Q2 2024 and 60 closed out, a net change of +51 holders.
  • The largest AES buyer in Q2 2024 was Barclays, an estimated $297M added.
  • The largest AES seller in Q2 2024 was Capital International Investors, an estimated $155M sold.

Based on aggregated 13F filings for Q2 2024.