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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
RTL
651
Red Tortoise LLC
Georgia
$2.58K
NMG
652
New Millennium Group
Utah
$2.35K +$2.55K +134 New
ATPW
653
Ashton Thomas Private Wealth
Arizona
$2.34K +$2.53K +133 New
DIP
654
DT Investment Partners
Pennsylvania
$2.2K
TAM
655
Tucker Asset Management
Colorado
$2.13K -$951 -50 -29%
BWL
656
Bogart Wealth LLC
Virginia
$2.11K +$2.28K +120 New
Kayne Anderson Rudnick Investment Management
657
Kayne Anderson Rudnick Investment Management
California
$2.01K -$1.14K -60 -34%
FMP
658
Financial Management Professionals
Texas
$2K
MSG
659
Main Street Group
Virginia
$1.82K +$19 +1 +1%
CPG
660
Cornerstone Planning Group
New Jersey
$1.61K
DWA
661
Delos Wealth Advisors
Texas
$1.58K
AIM
662
Anchor Investment Management
South Carolina
$1.58K
CWC
663
Carolinas Wealth Consulting
North Carolina
$1.56K +$190 +10 +13%
OWA
664
Opal Wealth Advisors
New York
$1.42K +$1.54K +81 New
CA
665
Continuum Advisory
Idaho
$1.42K
LI
666
LRI Investments
Florida
$1.37K
ME
667
McIlrath & Eck
Washington
$1.33K
DF
668
Dunhill Financial
United Kingdom
$1.19K +$228 +12 +21%
HCP
669
Hexagon Capital Partners
Arkansas
$1.16K -$551 -29 -31%
TCA
670
Trifecta Capital Advisors
Illinois
$1.14K
TCM
671
TD Capital Management
Tennessee
$1.13K
EBA
672
Eagle Bay Advisors
New York
$1.07K
SWM
673
Sugarloaf Wealth Management
Georgia
$1.01K +$19 +1 +2%
TFA
674
Transamerica Financial Advisors
Florida
$1K
PCM
675
Penserra Capital Management
California
$1K +$114 +6 +15%

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.