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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
CANY
526
Caxton Associates (New York)
New York
$177K +$192K +10,085 New
AAP
527
Ardsley Advisory Partners
Connecticut
$176K -$285K -15,000 -60%
AT
528
Avalon Trust
New Mexico
$176K
EMFAT
529
Emerald Mutual Fund Advisers Trust
Pennsylvania
$160K +$173K +9,093 New
Bank Julius Baer & Co
530
Bank Julius Baer & Co
Switzerland
$141K -$15.1K -795 -10%
PCM
531
Permanent Capital Management
Illinois
$134K +$241K +12,695 New
AIP
532
Ameritas Investment Partners
Nebraska
$131K
ACA
533
Atlas Capital Advisors
Wyoming
$130K +$141K +7,403 +41,128%
CFGS
534
Concourse Financial Group Securities
Alabama
$121K +$856 +45 +0.7%
PFA
535
Pathway Financial Advisers
Indiana
$116K +$361 +19 +0.3%
CP
536
Camelot Portfolios
Ohio
$114K +$124K +6,507 New
MG
537
Mather Group
Illinois
$108K +$35.4K +1,864 +45%
DB
538
Danske Bank
Denmark
$96.6K
FFA
539
Farther Finance Advisors
California
$95.2K +$30K +1,576 +41%
EWM
540
Evermay Wealth Management
Virginia
$93.1K
ICM
541
Islay Capital Management
Texas
$91.2K
CIA
542
Cape Investment Advisory
Georgia
$87.3K -$2.53K -133 -3%
LSA
543
Leonteq Securities AG
Switzerland
$85.6K -$212K -11,129 -70%
TPCW
544
TD Private Client Wealth
New York
$77.2K +$913 +48 +1%
CFO
545
CVA Family Office
Colorado
$75.5K +$665 +35 +0.8%
GRP
546
Global Retirement Partners
California
$74.4K -$11.3K -592 -12%
CHA
547
Carmichael Hill & Associates
Maryland
$71.3K -$57K -3,000 -43%
DMBA
548
Deseret Mutual Benefit Administrators
Utah
$70.5K +$7.28K +383 +11%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$69.9K +$5.68K +299 +8%
CT
550
Colonial Trust
South Carolina
$69.6K -$1.16K -61 -2%

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.