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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
PP
576
Pacifica Partners
Canada
$5.04K
FMP
577
Financial Management Professionals
Texas
$5K -$2.25K -102 -29%
CMP
578
Coston McIsaac & Partners
Maine
$5K
TWM
579
Tradition Wealth Management
Minnesota
$5K +$220 +10 +4%
JFA
580
JNBA Financial Advisors
Minnesota
$5K +$5.31K +241 New
JWA
581
JFS Wealth Advisors
Pennsylvania
$4.87K +$1.1K +50 +27%
TWC
582
TD Waterhouse Canada
Ontario, Canada
$4.77K +$3.24K +147 +184%
RA
583
Rise Advisors
New York
$4.54K +$44 +2 +0.9%
PB
584
Pinnacle Bancorp
Nebraska
$4.5K
AF
585
Allworth Financial
California
$4.17K -$550 -25 -11%
SSB
586
Sandy Spring Bank
Maryland
$4.15K
CFD
587
Creative Financial Designs
Indiana
$4.05K +$22 +1 +0.5%
WWP
588
WR Wealth Planners
Missouri
$4.04K
FA
589
Fiduciary Alliance
South Carolina
$3.98K +$4.23K +192 New
HS
590
Horan Securities
United States
$3.94K
MCM
591
Manchester Capital Management
Vermont
$3.92K +$881 +40 +27%
GEA
592
Glen Eagle Advisors
New Jersey
$3.86K +$44 +2 +1%
MCM
593
MV Capital Management
Maryland
$3.79K +$1.45K +66 +56%
HCP
594
Hexagon Capital Partners
Arkansas
$3.59K +$2.75K +125 +260%
TJHA
595
Thomas J. Herzfeld Advisors
Florida
$3.07K
RTL
596
Red Tortoise LLC
Georgia
$3.05K
VNA
597
Valley National Advisers
Pennsylvania
$3K
SIA
598
SkyView Investment Advisors
New Jersey
$3K +$1.56K +71 +92%
NMG
599
New Millennium Group
Utah
$2.78K
DIP
600
DT Investment Partners
Pennsylvania
$2.63K

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.