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609 hedge funds and large institutions have $16B invested in AES in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 213 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $99.9M | Put options by funds: $19.4M

48% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 54

4% more funds holding

Funds holding: 587609 (+22)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.49% less ownership

Funds ownership: 92.87%92.38% (-0.49%)

4% less capital invested

Capital invested by funds: $16.6B → $16B (-$606M)

6% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 226

Holders
609
Holders Change
+22
Holders Change %
+3.75%
% of All Funds
10.6%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
80
Increased
213
Reduced
226
Closed
54
Calls
$99.9M
Puts
$19.4M
Net Calls
+$80.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
476
Northwestern Mutual Wealth Management
Wisconsin
$113K +$4.49K +170 +4%
CAL
477
Capital Analysts LLC
Pennsylvania
$110K
QCG
478
Quadrant Capital Group
Ohio
$105K -$4.04K -153 -4%
CHA
479
Carmichael Hill & Associates
Maryland
$104K -$370 -14 -0.3%
SOAMC
480
Spirit of America Management Corp
New York
$104K
HIA
481
Harbor Investment Advisory
Maryland
$98K
HI
482
Harbour Investments
Wisconsin
$90K +$11.8K +447 +15%
TPCW
483
TD Private Client Wealth
New York
$77.3K +$4.12K +156 +6%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$76K
HFM
485
Harvest Fund Management
China
$76K
IA
486
IFP Advisors
Florida
$75K -$1.29K -49 -2%
HMS
487
Hanseatic Management Services
New Mexico
$75K
LS
488
Livforsakringsbolaget Skandia
Sweden
$71K -$103K -3,900 -59%
PA
489
Parallel Advisors
California
$68K +$6.86K +260 +11%
BCA
490
Berman Capital Advisors
Georgia
$67K +$33.1K +1,253 +94%
FMTCOCP
491
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K
BFEC
492
Benjamin F. Edwards & Company
Missouri
$64K -$4.17K -158 -6%
HNB
493
Huntington National Bank
Ohio
$64K
BFC
494
Bedel Financial Consulting
Indiana
$63K
SAM
495
Shell Asset Management
Netherlands
$60K -$32.7K -1,238 -35%
APA
496
American Portfolios Advisors
New York
$59K +$30.1K +1,141 +102%
SQA
497
Simon Quick Advisors
New Jersey
$59K
EWM
498
Endurance Wealth Management
Rhode Island
$56K
Twin Tree Management
499
Twin Tree Management
Texas
$55K +$56.1K +2,125 New
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$54K -$2.56K -97 -4%

AES Hedge Fund Activity: Q2 2021 in Review

609 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2021, worth a combined $16B — down 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AES positions and 54 closed out — a net gain of 26 holders — while 213 added to existing stakes and 226 trimmed.

The largest buyer was Capital International Investors, adding an estimated $234M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 609 institutional investors held AES (AES) as of Q2 2021, up from 587 in Q1 2021.
  • Funds reported $16B of AES stock for Q2 2021, down 3.7% quarter-over-quarter.
  • 80 funds opened new AES positions in Q2 2021 and 54 closed out, a net change of +26 holders.
  • The largest AES buyer in Q2 2021 was Capital International Investors, an estimated $234M added.
  • The largest AES seller in Q2 2021 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2021.