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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
ECM
676
Everence Capital Management
Indiana
$838 +$465K +24,480 +110%
TFM
677
TFC Financial Management
Massachusetts
$809 +$875 +46 New
SIC
678
SJS Investment Consulting
Ohio
$774 +$133 +7 +19%
DPW
679
DiNuzzo Private Wealth
Pennsylvania
$703 +$190 +10 +33%
RFS
680
Richardson Financial Services
Massachusetts
$650 +$703 +37 New
AA
681
Addison Advisors
Vermont
$633
CTC
682
Central Trust Company
Missouri
$615 -$5.17K -272 -89%
OCM
683
Orion Capital Management
California
$597
TCG
684
Transcendent Capital Group
Oklahoma
$562 +$608 +32 New
VWA
685
Valued Wealth Advisors
Utah
$547 +$247 +13 +72%
UWS
686
Unique Wealth Strategies
Illinois
$538 +$570 +30 New
WWM
687
Wolff Wiese Magana
California
$528
TWD
688
True Wealth Design
Ohio
$440 +$152 +8 +47%
FFC
689
First Financial Corp
Indiana
$403 -$7.91K -416 -95%
HFS
690
Horizon Financial Services
North Carolina
$299
NL
691
NVWM LLC
Pennsylvania
$264 +$285 +15 New
RI
692
Ridgewood Investments
New Jersey
$246 +$266 +14 New
RWM
693
Ruedi Wealth Management
Illinois
$211 +$228 +12 New
WA
694
WestEnd Advisors
North Carolina
$158 -$19 -1 -10%
BCWM
695
Bartlett & Co Wealth Management
Ohio
$53
EWP
696
Elevation Wealth Partners
California
$9
DWM
697
Dogwood Wealth Management
Kansas
$1
CCM
698
Cinctive Capital Management
New York
-$40M -2,233,619 Closed
BGDI
699
BW Gestao de Investimentos
Brazil
-$14.7M -820,000 Closed
BBL
700
Beck Bode LLC
Massachusetts
-$12.7M -708,767 Closed

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.