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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$7.69M +$1.97M +89,262 +32%
Millennium Management
127
Millennium Management
New York
$7.63M -$905K -41,106 -10%
Macquarie Group
128
Macquarie Group
Australia
$7.49M -$429K -19,473 -5%
GC
129
Guggenheim Capital
Illinois
$7.39M +$1.64M +74,261 +26%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$7.22M -$127K -5,784 -2%
Citadel Advisors
131
Citadel Advisors
Florida
$7.13M -$7.02M -319,005 -48%
Connor, Clark & Lunn Investment Management (CC&L)
132
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.08M -$1.66M -75,300 -18%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$7M +$900K +40,872 +14%
BCA
134
Bernzott Capital Advisors
California
$6.76M -$127K -5,790 -2%
MSV
135
MN Services Vermogensbeheer
Netherlands
$6.6M +$4.02M +182,700 +134%
CI
136
Capital International
California
$6.54M -$3.5M -158,826 -33%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$6.41M -$1.11M -50,424 -14%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.4M -$682K -30,959 -9%
UCFA
139
United Capital Financial Advisors
Texas
$6.34M +$722K +32,802 +12%
CCM
140
Channing Capital Management
Illinois
$6.26M +$716K +32,520 +12%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$6.11M +$16.6K +754 +0.3%
PFS
142
Prospera Financial Services
Texas
$5.99M +$204K +9,262 +3%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$5.91M -$117K -5,303 -2%
PI
144
PFS Investments
Georgia
$5.86M +$950K +43,163 +18%
4WM
145
44 Wealth Management
Oregon
$5.8M -$65.8K -2,989 -1%
First Trust Advisors
146
First Trust Advisors
Illinois
$5.77M -$6.04M -274,075 -50%
OTPPB
147
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.7M +$1.72M +78,309 +40%
CP
148
Clayton Partners
California
$5.61M -$1.88M -85,418 -24%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$5.59M -$2.56M -116,192 -30%
Nomura Asset Management
150
Nomura Asset Management
Japan
$5.57M -$401K -18,225 -6%

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.