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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
LFA
601
LGT Financial Advisors
Texas
$13.9K +$15K +789 New
CWM
602
CarsonAllaria Wealth Management
Illinois
$12.4K +$13.4K +703 New
FCA
603
FinTrust Capital Advisors
South Carolina
$12.3K
S
604
Sachetta
Massachusetts
$12K -$1.27K -67 -9%
CAL
605
Capital Advisors Ltd
Ohio
$12K -$742 -39 -5%
FDCDDQ
606
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K -$31.5K -1,656 -71%
PWMG
607
Prestige Wealth Management Group
New Jersey
$10.8K +$2.47K +130 +27%
EC
608
EntryPoint Capital
New York
$10.7K -$54.4K -2,861 -82%
FRA
609
Front Row Advisors
California
$10.5K
LTI
610
Laffer Tengler Investments
Tennessee
$10.5K +$6.66K +350 +140%
TCM
611
TruNorth Capital Management
Michigan
$10.5K +$11.4K +598 New
WWP
612
WR Wealth Planners
Missouri
$10.4K +$1.24K +65 +12%
FHA
613
First Horizon Advisors
Tennessee
$10.2K +$342 +18 +3%
WIM
614
Westside Investment Management
California
$8.98K
TFIPS
615
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.79K
SWM
616
Spire Wealth Management
Virginia
$8.57K -$1.03K -54 -10%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$8.57K
SN
618
Sittner & Nelson
Oregon
$8.5K
TFF
619
The Family Firm
Maryland
$8.5K +$9.2K +484 New
HWP
620
Highline Wealth Partners
California
$8.15K
MCM
621
Manchester Capital Management
Vermont
$7.89K -$342 -18 -4%
BGAI
622
Bruce G. Allen Investments
Colorado
$7.49K +$133 +7 +2%
LFG
623
Larson Financial Group
Missouri
$7.33K +$7.72K +406 +3,691%
FW
624
Fairway Wealth
Ohio
$7.2K +$7.79K +410 New
GKIM
625
GW&K Investment Management
Massachusetts
$7K +$190 +10 +2%

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.