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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
SAM
576
Smartleaf Asset Management
Massachusetts
$32.2K +$16K +841 +99%
UB
577
UMB Bank
Missouri
$31.2K +$17.1K +898 +102%
RIL
578
Rothschild Investment LLC
Illinois
$27.6K -$405K -21,304 -93%
RA
579
Rise Advisors
New York
$26.3K +$13.7K +720 +92%
Fidelity International
580
Fidelity International
Bermuda
$24.1K -$2.27M -119,565 -99%
PCM
581
Peregrine Capital Management
Minnesota
$22.5K
RS
582
Rakuten Securities
Japan
$22.1K +$13.3K +700 +125%
CAS
583
Coppell Advisory Solutions
Texas
$21.7K +$23.5K +1,236 New
IFAM
584
Institutional & Family Asset Management
Colorado
$20.4K +$2.83K +149 +15%
CH
585
Cromwell Holdings
Wyoming
$19K +$20.6K +1,083 New
RWMG
586
Redwood Wealth Management Group
New Jersey
$18.3K +$19.8K +1,042 New
MCM
587
MV Capital Management
Maryland
$18.1K +$1.39K +73 +8%
CWP
588
Concord Wealth Partners
Virginia
$17.6K
HSA
589
Hussman Strategic Advisors
Maryland
$17.6K
MMG
590
Monetary Management Group
Missouri
$17.6K
BIA
591
Bell Investment Advisors
California
$16.2K +$2.49K +131 +17%
CLG
592
Cooperman Leon G
$15.8K
Optiver Holding
593
Optiver Holding
Netherlands
$15.6K +$16.9K +888 New
C
594
Covestor
United Kingdom
$15K -$64K -3,366 -79%
MA
595
Montag & Associates
Georgia
$14.8K
AP
596
Aspect Partners
Virginia
$14.4K
RCM
597
Raleigh Capital Management
North Carolina
$14.1K +$2K +105 +15%
IBOK
598
Independence Bank of Kentucky
Kentucky
$14.1K
WTA
599
Washington Trust Advisors
Massachusetts
$13.9K +$1.96K +103 +15%
AAP
600
Arax Advisory Partners
Colorado
$13.9K +$9.98K +525 +197%

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.