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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
VNA
626
Valley National Advisers
Pennsylvania
$7K +$3.33K +175 +71%
WIA
627
Wetzel Investment Advisors
Indiana
$6.1K
VWM
628
Venturi Wealth Management
Texas
$5.59K +$3.4K +179 +129%
HNB
629
Hilltop National Bank
Wyoming
$5.27K
GLR
630
Great Lakes Retirement
Ohio
$5.27K +$5.7K +300 New
CP
631
Castleview Partners
Texas
$5.17K
BCM
632
Blume Capital Management
California
$4.97K
GI
633
Gradient Investments
Minnesota
$4.97K +$5.38K +283 New
CJ
634
Caitlin John
Michigan
$4.96K -$342K -17,990 -98%
W
635
WealthCollab
Washington
$4.88K
TWP
636
Triad Wealth Partners
Kansas
$4.62K +$5K +263 New
TCOV
637
Trust Company of Vermont
Vermont
$4.39K
PP
638
Pacifica Partners
Canada
$4.2K
TH
639
TCTC Holdings
Texas
$4.18K
AGWCA
640
Annis Gardner Whiting Capital Advisors
Florida
$4.11K +$570 +30 +15%
CMP
641
Coston McIsaac & Partners
Maine
$4K
ST
642
Smithfield Trust
Pennsylvania
$4K
GWSA
643
Global Wealth Strategies & Associates
Colorado
$3.95K
GWM
644
Geneos Wealth Management
Colorado
$3.88K
VCM
645
Versant Capital Management
Arizona
$3.78K -$6.9K -363 -63%
SSB
646
Sandy Spring Bank
Maryland
$3.51K -$33.2K -1,748 -90%
GEA
647
Glen Eagle Advisors
New Jersey
$3.4K +$19 +1 +0.5%
GG
648
Gleason Group
Kentucky
$3.34K +$3.61K +190 New
JWA
649
JFS Wealth Advisors
Pennsylvania
$3.2K -$19 -1 -0.5%
SFA
650
Semmax Financial Advisors
North Carolina
$3.17K

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.