We are live on ! Find out more

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
CGH
326
Crossmark Global Holdings
Texas
$1.06M +$33K +1,223 +3%
PAG
327
Private Advisor Group
New Jersey
$1.04M +$343K +12,730 +34%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$1.03M +$84.4K +3,133 +10%
PFO
329
Pathstone Family Office
New Jersey
$1M +$355K +13,185 +43%
VPIM
330
Vanguard Personalized Indexing Management
California
$995K +$67.8K +2,517 +8%
AI
331
AdvisorShares Investments
Maryland
$964K +$903K +33,519 New
SDIC
332
South Dakota Investment Council
South Dakota
$954K
SC
333
Sagefield Capital
Texas
$953K -$2.31M -85,852 -72%
HF
334
HRT Financial
New York
$951K -$2.13M -79,000 -70%
NB
335
Norinchukin Bank
Japan
$949K -$63K -2,339 -7%
CB
336
Commerce Bank
Missouri
$935K -$1.27K -47 -0.1%
NMERB
337
New Mexico Educational Retirement Board
New Mexico
$918K -$59.3K -2,200 -6%
CC
338
Cipher Capital
New York
$909K +$852K +31,600 New
PA
339
Profund Advisors
Maryland
$904K -$51.5K -1,910 -6%
WG
340
Winton Group
United Kingdom
$899K +$320K +11,860 +61%
KCM
341
Kendall Capital Management
Maryland
$897K -$173K -6,435 -17%
ECM
342
Evergreen Capital Management
Washington
$884K +$156K +5,782 +23%
BA
343
Bellwether Advisors
Nebraska
$881K +$826K +30,632 New
SW
344
SteelPeak Wealth
California
$875K -$23.7K -881 -3%
Creative Planning
345
Creative Planning
Kansas
$868K +$181K +6,717 +29%
Verition Fund Management
346
Verition Fund Management
Connecticut
$863K +$85.1K +3,156 +12%
Jane Street
347
Jane Street
New York
$858K -$5.11M -189,515 -86%
GCM
348
Greenland Capital Management
New York
$836K +$783K +29,071 New
Wealthfront Advisers
349
Wealthfront Advisers
California
$830K -$2.18K -81 -0.3%
AWM
350
Adams Wealth Management
Utah
$828K -$33.9K -1,259 -4%

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.