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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
VWM
601
Venturi Wealth Management
Texas
$2.53K +$198 +9 +8%
CTA
602
Colonial Trust Advisors
South Carolina
$2.53K
TAM
603
Tucker Asset Management
Colorado
$2.51K
AWM
604
Abound Wealth Management
Tennessee
$2.37K +$550 +25 +28%
MTIC
605
Missouri Trust & Investment Company
Missouri
$2.2K +$2.33K +106 New
CFO
606
CVA Family Office
Colorado
$2.18K -$11.1K -505 -83%
MHR
607
Matthew Hamilton Rosenberg
$2.11K
TCA
608
Trifecta Capital Advisors
Illinois
$2.07K
RCM
609
Raleigh Capital Management
North Carolina
$2.07K +$22 +1 +1%
SHIM
610
Stone House Investment Management
Pennsylvania
$2.01K +$2.14K +97 New
BWM
611
Baystate Wealth Management
Massachusetts
$1.97K +$22 +1 +1%
AIM
612
Anchor Investment Management
South Carolina
$1.87K
ME
613
McIlrath & Eck
Washington
$1.57K
UFF
614
USA Financial Formulas
Michigan
$1.53K
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$1.33K +$1.32K +60 +1,500%
EBA
616
Eagle Bay Advisors
New York
$1.26K
GI
617
Gradient Investments
Minnesota
$1.1K +$727 +33 +165%
VCM
618
Versant Capital Management
Arizona
$1.06K
AW
619
Avion Wealth
Texas
$1K
TFA
620
Transamerica Financial Advisors
Florida
$1K
VF
621
VitalStone Financial
Texas
$1K +$1.32K +60 New
FFC
622
First Financial Corp
Indiana
$932 -$1.01K -46 -51%
AA
623
Addison Advisors
Vermont
$747
CCA
624
Column Capital Advisors
Indiana
$601 -$66 -3 -9%
FCAG
625
First Capital Advisors Group
New Jersey
$580 +$617 +28 New

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.