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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
IAIM
476
Industrial Alliance Investment Management
Quebec, Canada
$161K -$3.51M -159,515 -95%
ZB
477
Zions Bancorporation
Utah
$155K -$92.9K -4,220 -36%
WSC
478
Wellington Shields & Co
New York
$149K -$88.1K -4,000 -36%
CHA
479
Carmichael Hill & Associates
Maryland
$146K +$66.1K +3,000 +74%
Bessemer Group
480
Bessemer Group
New Jersey
$134K -$21.4K -973 -13%
ICM
481
Islay Capital Management
Texas
$126K
DCM
482
Dupont Capital Management
Delaware
$121K +$97.1K +4,409 +304%
Credit Agricole
483
Credit Agricole
France
$115K -$108K -4,918 -47%
EWM
484
Evermay Wealth Management
Virginia
$111K +$1.23K +56 +1%
LC
485
Lindbrook Capital
California
$101K +$7.58K +344 +8%
UM
486
UniSuper Management
Australia
$95.4K +$101K +4,600 New
PA
487
Parallel Advisors
California
$92.8K +$31.7K +1,438 +47%
DMBA
488
Deseret Mutual Benefit Administrators
Utah
$92.8K -$1.39K -63 -1%
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.4K
CFGS
490
Concourse Financial Group Securities
Alabama
$90.3K +$6.54K +297 +7%
SIM
491
Sentry Investment Management
Wisconsin
$90K
PCM
492
Penserra Capital Management
California
$89K +$94.1K +4,274 +11,872%
TPCW
493
TD Private Client Wealth
New York
$86.3K +$1.1K +50 +1%
LSA
494
Leonteq Securities AG
Switzerland
$83.7K +$21.9K +996 +33%
KC
495
Kepos Capital
New York
$83K +$87.7K +3,985 New
WSCM
496
Wellington Shields Capital Management
New York
$82.9K
HI
497
Harbour Investments
Wisconsin
$82.3K
OAM
498
Ostrum Asset Management
France
$78.1K +$88 +4 +0.1%
HIA
499
Harbor Investment Advisory
Maryland
$77.6K -$139K -6,303 -63%
S
500
SignatureFD
Georgia
$66K -$15.7K -712 -18%

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.