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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
FNWA
551
Financial Network Wealth Advisors
Utah
$69.2K +$74.9K +3,937 New
HIA
552
Harbor Investment Advisory
Maryland
$64.5K +$209 +11 +0.3%
OAM
553
Ostrum Asset Management
France
$61.3K -$5.17K -272 -7%
HI
554
Harbour Investments
Wisconsin
$58.4K +$6.31K +332 +11%
SIM
555
Sentry Investment Management
Wisconsin
$58K +$62.4K +3,281 New
EWA
556
EverSource Wealth Advisors
Alabama
$55.9K +$2.11K +111 +4%
CA
557
Crewe Advisors
Utah
$53.1K +$37.2K +1,958 +184%
PGAM
558
Princeton Global Asset Management
New Jersey
$52.7K +$57K +3,000 New
A
559
AlphaQuest
New York
$49.9K -$374K -19,659 -87%
Qube Research & Technologies (QRT)
560
Qube Research & Technologies (QRT)
United Kingdom
$47.2K -$607K -31,905 -92%
FFA
561
Frazier Financial Advisors
Ohio
$47.1K +$51K +2,683 New
PS
562
Principal Securities
Iowa
$44.2K +$8.77K +461 +22%
Jones Financial Companies
563
Jones Financial Companies
Missouri
$42K +$30K +1,578 +195%
BTI
564
Blue Trust Inc
Georgia
$39.1K +$1.94K +102 +5%
CA
565
CoreCap Advisors
Michigan
$38.8K +$171 +9 +0.4%
Walleye Trading
566
Walleye Trading
New York
$38.6K -$134K -7,031 -76%
QC
567
Quent Capital
New York
$38.4K +$551 +29 +1%
IA
568
IFP Advisors
Florida
$37.2K +$15.9K +836 +65%
GWP
569
Gen-Wealth Partners
Michigan
$35.3K -$118K -6,184 -75%
PTC
570
Private Trust Company
Ohio
$35K -$8.33K -438 -18%
AF
571
Allworth Financial
California
$33.4K -$2.36K -124 -6%
NC
572
nVerses Capital
Florida
$33.4K +$36.1K +1,900 New
HWA
573
Heritage Wealth Advisors
Virginia
$32.9K
ETC
574
Exchange Traded Concepts
Oklahoma
$32.9K +$171 +9 +0.5%
RTC
575
Riverview Trust Company
Washington
$32.5K

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.