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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
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$2.87M -$2.68M -121,573 -47%
IAS
202
IMA Advisory Services
Colorado
$2.77M +$238K +10,830 +9%
Mirae Asset Global Investments
203
Mirae Asset Global Investments
South Korea
$2.76M -$1.36M -61,814 -32%
EGA
204
Eagle Global Advisors
Texas
$2.75M +$2.68M +121,531 +1,080%
PGFC
205
Peapack-Gladstone Financial Corp
New Jersey
$2.74M +$32.5K +1,476 +1%
II
206
IFM Investors
Australia
$2.73M -$1.56K -71 -0.1%
EF
207
Empowered Funds
Pennsylvania
$2.73M +$140K +6,376 +5%
EST
208
EA Series Trust
Pennsylvania
$2.73M +$2.9M +131,552 New
BF
209
BOK Financial
Oklahoma
$2.71M +$60.7K +2,757 +2%
DILIC
210
Dai-ichi Life Insurance Company
Japan
$2.71M -$440K -20,000 -13%
X
211
Xponance
Pennsylvania
$2.7M +$711K +32,287 +33%
SCP
212
Shorepoint Capital Partners
Massachusetts
$2.69M +$259K +11,756 +10%
BC
213
BIT Capital
Germany
$2.64M +$2.8M +127,374 New
VLKIM
214
Van Lanschot Kempen Investment Management
Netherlands
$2.62M -$51K -2,314 -2%
OC
215
Oppenheimer & Co
New York
$2.62M -$549K -24,943 -17%
BFM
216
Boothbay Fund Management
New York
$2.58M -$261K -11,846 -9%
WB
217
WesBanco Bank
West Virginia
$2.55M +$1.4M +63,791 +107%
TCM
218
Teza Capital Management
Illinois
$2.51M +$1.78M +81,010 +202%
Russell Investments Group
219
Russell Investments Group
United Kingdom
$2.5M +$310K +14,058 +13%
FCBT
220
First Citizens Bank & Trust
North Carolina
$2.49M +$601K +27,311 +29%
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.42M +$77.1K +3,500 +3%
RJFSA
222
Raymond James Financial Services Advisors
Florida
$2.41M -$509K -23,104 -17%
CWM
223
CIBC World Markets
New York
$2.38M +$1.79M +81,119 +240%
URS
224
Utah Retirement Systems
Utah
$2.38M -$88.1K -4,000 -3%
HVIA
225
Hudson Valley Investment Advisors
New York
$2.37M +$172K +7,830 +7%

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.