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692 hedge funds and large institutions have $18.2B invested in AES in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $29.1M

118% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 61

28% more capital invested

Capital invested by funds: $14.3B → $18.2B (+$3.97B)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more funds holding

Funds holding: 632692 (+60)

6% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 225

0.18% less ownership

Funds ownership: 95.57%95.39% (-0.18%)

Holders
692
Holders Change
+60
Holders Change %
+9.49%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
133
Increased
239
Reduced
225
Closed
61
Calls
$66.3M
Puts
$29.1M
Net Calls
+$37.1M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
251
Nissay Asset Management
Japan
$2.13M -$17.6K -652 -0.9%
GT
252
Glenmede Trust
Pennsylvania
$2.12M +$327K +12,140 +20%
CP
253
CenterBook Partners
Connecticut
$2.1M -$250K -9,274 -11%
Osaic Holdings
254
Osaic Holdings
Arizona
$2.08M +$474K +17,604 +32%
CT
255
Clearstead Trust
Maine
$2.05M
PMIA
256
Patrick Mauro Investment Advisor
Illinois
$2M -$309K -11,465 -14%
HBWM
257
Hollow Brook Wealth Management
New York
$2M +$1.87M +69,412 New
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$1.97M -$4.93M -182,918 -73%
SRC
259
Sage Rhino Capital
California
$1.94M +$5.42K +201 +0.3%
Tudor Investment Corp
260
Tudor Investment Corp
Connecticut
$1.93M +$1.81M +67,156 New
CD
261
Chapin Davis
Maryland
$1.93M +$1.8M +66,936 New
RPA
262
Rock Point Advisors
Vermont
$1.89M -$40.4K -1,500 -2%
DWA
263
Douglass Winthrop Advisors
New York
$1.89M +$5.28K +196 +0.3%
Schroder Investment Management Group
264
Schroder Investment Management Group
United Kingdom
$1.89M +$165K +6,124 +10%
GSC
265
G&S Capital
Colorado
$1.88M -$221K -8,200 -11%
MCM
266
Monarch Capital Management
Indiana
$1.83M -$202K -7,480 -11%
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$1.81M -$5.82K -216 -0.3%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$1.78M +$9.97K +370 +0.6%
CIBC World Market
269
CIBC World Market
Ontario, Canada
$1.77M +$1.24M +46,073 +296%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$1.76M +$780K +28,930 +90%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$1.75M
GC
272
GFG Capital
Florida
$1.73M +$49.6K +1,839 +3%
NEI
273
Northwest & Ethical Investments
Ontario, Canada
$1.71M -$390K -14,484 -20%
QC
274
Quaero Capital
Switzerland
$1.71M +$1.6M +59,350 New
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$1.7M -$183K -6,786 -10%

AES Hedge Fund Activity: Q4 2022 in Review

692 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2022, worth a combined $18.2B — up 28% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AES positions and 61 closed out — a net gain of 72 holders — while 239 added to existing stakes and 225 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.7M. The largest seller was Fidelity Investments, cutting an estimated $61M.

  • 692 institutional investors held AES (AES) as of Q4 2022, up from 632 in Q3 2022.
  • Funds reported $18.2B of AES stock for Q4 2022, up 28% quarter-over-quarter.
  • 133 funds opened new AES positions in Q4 2022 and 61 closed out, a net change of +72 holders.
  • The largest AES buyer in Q4 2022 was Ameriprise, an estimated $59.7M added.
  • The largest AES seller in Q4 2022 was Fidelity Investments, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2022.