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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
IA
726
Inspire Advisors
Idaho
-$507K -28,250 Closed
GFS
727
GYL Financial Synergies
Connecticut
-$498K -27,767 Closed
MLICM
728
Metropolitan Life Insurance Company (MetLife)
New York
-$484K -27,007 Closed
BL
729
Balentine LLC
Georgia
-$482K -26,880 Closed
CCIA
730
Campbell & Co Investment Adviser
Maryland
-$456K -25,441 Closed
IWA
731
IBEX Wealth Advisors
New Jersey
-$696K -24,184 Closed
VI
732
Versor Investments
New York
-$323K -18,033 Closed
SFS
733
Sowell Financial Services
Arkansas
-$309K -17,250 Closed
FM
734
Foster & Motley
Ohio
-$298K -16,625 Closed
SW
735
SVB Wealth
Massachusetts
-$247K -13,753 Closed
CGA
736
Crescent Grove Advisors
Illinois
-$228K -12,725 Closed
OR
737
Olympiad Research
Connecticut
-$224K -12,517 Closed
HAG
738
HighPoint Advisor Group
Illinois
-$237K -11,869 Closed
CGL
739
Clarius Group LLC
Washington
-$211K -11,763 Closed
IIM
740
InTrack Investment Management
Vermont
-$197K -10,987 Closed
HFM
741
Harvest Fund Management
China
-$165K -9,192 Closed
IWA
742
Icon Wealth Advisors
Texas
-$163K -9,085 Closed
SOW
743
State of Wyoming
Wyoming
-$115K -6,429 Closed
PAM
744
Palisade Asset Management
Minnesota
-$61K -3,400 Closed
AWM
745
Avior Wealth Management
Nebraska
-$32.1K -1,791 Closed
TSMHT
746
Thurston Springer Miller Herd & Titak
Indiana
-$10.7K -598 Closed
FIM
747
Fernwood Investment Management
Massachusetts
-$10.4K -582 Closed
PO
748
Private Ocean
California
-$9.79K -546 Closed
FGAM
749
Financial Gravity Asset Management
Texas
-$4.76K -266 Closed
TIM
750
Thompson Investment Management
Wisconsin
-$4.48K -250 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.