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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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$12.2M -$508K -23,063 -4%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$12.2M -$14.4M -655,771 -53%
ADEF
103
Adams Diversified Equity Fund
Maryland
$12.1M
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$12M +$1.64M +74,256 +15%
Boston Partners
105
Boston Partners
Massachusetts
$11.8M +$5.24M +237,969 +71%
AT
106
Arvest Trust
Oklahoma
$11.4M -$395K -17,941 -3%
GI
107
GAMCO Investors
Connecticut
$11.3M +$77.1K +3,500 +0.6%
BBL
108
Beck Bode LLC
Massachusetts
$11M +$886K +40,218 +8%
MAM
109
Madison Asset Management
Wisconsin
$10.3M +$3.1M +141,000 +40%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$9.87M -$1.97M -89,420 -16%
PI
111
PineBridge Investments
New York
$9.69M +$1.6M +72,826 +18%
LI
112
LMCG Investments
Massachusetts
$9.48M -$84K -3,814 -0.8%
Asset Management One
113
Asset Management One
Japan
$9.43M +$767K +34,822 +8%
FP
114
Foundry Partners
Minnesota
$8.89M -$12.5M -569,643 -57%
CIS
115
Capital International Sarl
California
$8.77M -$2.54M -115,412 -21%
AWCI
116
Alpine Woods Capital Investors
New York
$8.49M -$499K -22,677 -5%
LP
117
LMR Partners
United Kingdom
$8.25M -$13.4M -607,913 -60%
SCM
118
SIR Capital Management
New York
$8.21M +$7.39M +335,820 +557%
Truist Financial
119
Truist Financial
North Carolina
$8.21M -$41M -1,863,587 -82%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$8.15M -$114K -5,163 -1%
Calamos Advisors
121
Calamos Advisors
Illinois
$8.13M
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$7.98M -$68.4K -3,107 -0.8%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$7.96M
N
124
Natixis
France
$7.93M +$8.42M +382,395 New
Assenagon Asset Management
125
Assenagon Asset Management
Luxembourg
$7.9M -$3.96M -179,806 -32%

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.