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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
NP
501
NorthRock Partners
Minnesota
$217K +$42.3K +2,223 +22%
AWS
502
Atria Wealth Solutions
New York
$217K -$32.6K -1,717 -12%
HBT
503
Heartland Bank & Trust
Illinois
$217K +$9.73K +512 +4%
AFT
504
Alpha Family Trust
California
$215K
ZB
505
Zions Bancorporation
Utah
$213K -$56.9K -2,995 -20%
BP
506
Ballentine Partners
Massachusetts
$213K +$7.19K +378 +3%
AWE
507
Avidian Wealth Enterprises
Texas
$208K +$225K +11,840 New
HI
508
Horizon Investments
North Carolina
$200K +$12.7K +668 +6%
HCM
509
Howland Capital Management
Massachusetts
$200K
Aviva
510
Aviva
United Kingdom
$200K +$22.8K +1,200 +12%
MW
511
Marcum Wealth
Ohio
$197K -$2.89K -152 -1%
OCM
512
One Capital Management
California
$195K +$212K +11,125 New
VSQM
513
V-Square Quantitative Management
Illinois
$192K -$7.83K -412 -4%
NS
514
NBC Securities
Alabama
$192K +$72.8K +3,830 +54%
EI
515
EDMP Inc
Florida
$191K
GHAM
516
Gilman Hill Asset Management
Connecticut
$189K +$204K +10,750 New
PA
517
Parallel Advisors
California
$187K +$13.9K +733 +7%
A
518
Allianz
Germany
$186K +$202K +10,608 New
SFA
519
Seneca Financial Advisors
New York
$183K
QCM
520
QRG Capital Management
Illinois
$182K -$62.6K -3,292 -24%
EF
521
Empowered Funds
Pennsylvania
$182K -$2.18M -114,396 -92%
FAG
522
Fortitude Advisory Group
Washington
$180K -$7.81K -411 -4%
MAS
523
Meeder Advisory Services
Ohio
$179K +$194K +10,216 New
BRWA
524
B. Riley Wealth Advisors
Florida
$179K +$193K +10,163 New
VA
525
Vident Advisory
Georgia
$178K -$27.5K -1,448 -12%

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.