We are live on ! Find out more

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
PCM
551
Peregrine Capital Management
Minnesota
$11.8K
PO
552
Private Ocean
California
$11.5K +$220 +10 +2%
ACA
553
Atlas Capital Advisors
Wyoming
$10.8K
DGAM
554
Desjardins Global Asset Management
Quebec, Canada
$10.7K
WIM
555
Westside Investment Management
California
$10.6K
EARNEST Partners
556
EARNEST Partners
Georgia
$10.4K
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$10.1K +$1.1K +50 +11%
PWMG
558
Prestige Wealth Management Group
New Jersey
$10.1K
CA
559
Clearstead Advisors
Ohio
$10K -$2.22K -101 -17%
WPA
560
West Paces Advisors
Georgia
$9.72K
ADL
561
Asset Dedication LLC
California
$9K -$110 -5 -1%
UB
562
UMB Bank
Missouri
$8.98K
BIA
563
Bell Investment Advisors
California
$8.75K +$7.62K +346 +455%
CAS
564
Coppell Advisory Solutions
Texas
$8.01K +$8.63K +392 New
ST
565
Smithfield Trust
Pennsylvania
$8K
GKIM
566
GW&K Investment Management
Massachusetts
$8K +$8.98K +408 New
FHA
567
First Horizon Advisors
Tennessee
$7.77K +$198 +9 +2%
GWS
568
Glassman Wealth Services
Virginia
$7.4K +$440 +20 +6%
CWC
569
Carolinas Wealth Consulting
North Carolina
$6.42K +$44 +2 +0.6%
SWA
570
Sutton Wealth Advisors
Florida
$6.05K +$1.74K +79 +37%
BCM
571
Blume Capital Management
California
$5.87K
PPC
572
Park Place Capital
Alabama
$5.85K +$859 +39 +16%
CTC
573
Central Trust Company
Missouri
$5.64K
IPW
574
Impact Partnership Wealth
Georgia
$5.29K +$5.62K +255 New
TIM
575
Thompson Investment Management
Wisconsin
$5.18K

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.