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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
FMLI
676
Fukoku Mutual Life Insurance
Japan
-$230K -9,558 Closed
WJWM
677
Williams Jones Wealth Management
New York
-$228K -9,464 Closed
AWS
678
Atria Wealth Solutions
New York
-$226K -9,367 Closed
IWA
679
Inspirion Wealth Advisors
Illinois
-$223K -9,246 Closed
FNT
680
First National Trust
Pennsylvania
-$222K -9,212 Closed
BPC
681
Banque Pictet & Cie
Switzerland
-$220K -9,154 Closed
SCA
682
Snowden Capital Advisors
New York
-$217K -8,999 Closed
LCM
683
LCM Capital Management
Illinois
-$214K -8,885 Closed
BCM
684
Brookstone Capital Management
Illinois
-$216K -8,868 Closed
UH
685
Unigestion Holding
Switzerland
-$202K -8,583 Closed
RCA
686
Ranch Capital Advisors
Florida
-$206K -8,539 Closed
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
-$205K -8,513 Closed
CBTWT
688
Community Bank & Trust (Waco, Texas)
Texas
-$202K -8,383 Closed
DI
689
Diligent Investors
California
-$201K -8,349 Closed
HIIFS
690
Harel Insurance Investments & Financial Services
Israel
-$167K -7,079 Closed
SFM
691
Systematic Financial Management
New Jersey
-$164K -6,814 Closed
UAML
692
US Asset Management LLC
Pennsylvania
-$156K -6,474 Closed
BAM
693
Belpointe Asset Management
Nevada
-$142K -5,904 Closed
SOW
694
State of Wyoming
Wyoming
-$101K -4,200 Closed
AAS
695
Ameritas Advisory Services
Nebraska
-$79K -3,281 Closed
ASN
696
Advisory Services Network
Georgia
-$51.2K -2,127 Closed
QL
697
Quarry LP
New York
-$44.6K -1,851 Closed
BWM
698
BerganKDV Wealth Management
Minnesota
-$43.6K -1,812 Closed
GC
699
Gould Capital
Washington
-$38.3K -1,590 Closed
JIR
700
James Investment Research
Ohio
-$37K -1,540 Closed

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.