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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
RFA
526
Resurgent Financial Advisors
Georgia
$23.9K -$1.06K -48 -4%
FFA
527
Farther Finance Advisors
California
$23.6K +$573 +26 +2%
WT
528
Washington Trust
Rhode Island
$23K
CWP
529
Concord Wealth Partners
Virginia
$20.7K
HSA
530
Hussman Strategic Advisors
Maryland
$20.7K
MMG
531
Monetary Management Group
Missouri
$20.7K
CFB
532
Cullen/Frost Bankers
Texas
$20.7K +$20K +907 +975%
CA
533
Crewe Advisors
Utah
$20.5K +$9.16K +416 +72%
NSIM
534
North Star Investment Management
Illinois
$20.3K +$154 +7 +0.7%
FCA
535
FinTrust Capital Advisors
South Carolina
$20.1K
RTC
536
Riverview Trust Company
Washington
$20.1K
DI
537
Disciplined Investments
Oklahoma
$19.9K -$66 -3 -0.3%
CLG
538
Cooperman Leon G
$18.7K
SSG
539
Summit Securities Group
New York
$18K -$9.6K -436 -33%
CT
540
Cambridge Trust
Massachusetts
$17.6K
MA
541
Montag & Associates
Georgia
$17.4K
DWMG
542
DB Wealth Management Group
California
$16.3K
FPFS
543
First Personal Financial Services
North Carolina
$14.5K
IFAM
544
Institutional & Family Asset Management
Colorado
$14.1K -$5.2K -236 -26%
OP
545
ORG Partners
Indiana
$13.8K +$14.4K +655 New
WTA
546
Washington Trust Advisors
Massachusetts
$13.4K -$35.3K -1,601 -71%
Fidelity International
547
Fidelity International
Bermuda
$12.6K +$5.29K +240 +65%
GWM
548
Geneos Wealth Management
Colorado
$12.4K +$1.32K +60 +11%
FGAM
549
Financial Gravity Asset Management
Texas
$12.3K -$66 -3 -13%
FRA
550
Front Row Advisors
California
$12K

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.