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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
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$823K +$3.15K +117 +0.4%
FBC
352
Fairfield, Bush & Co
Connecticut
$812K -$175K -6,497 -19%
KAS
353
Kestra Advisory Services
Texas
$806K +$165K +6,122 +28%
PP
354
Paloma Partners
Connecticut
$790K +$740K +27,453 New
AIMCA
355
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$771K
AT
356
Arden Trust
Delaware
$767K -$36.6K -1,358 -5%
IC
357
IEQ Capital
California
$732K +$320K +11,872 +87%
BA
358
BCM Advisors
Louisiana
$716K
PWM
359
Perigon Wealth Management
California
$712K +$11.6K +430 +2%
Walleye Capital
360
Walleye Capital
New York
$708K +$663K +24,602 New
USAA
361
United Services Automobile Association
Texas
$703K
IWA
362
IBEX Wealth Advisors
New Jersey
$696K +$652K +24,184 New
US Bancorp
363
US Bancorp
Minnesota
$694K +$7.55K +280 +1%
KRSITF
364
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$688K
V
365
Veritable
Delaware
$683K +$151K +5,616 +31%
BTWM
366
Baker Tilly Wealth Management
Wisconsin
$683K +$40.7K +1,510 +7%
BAAM
367
Baker Avenue Asset Management
California
$674K +$79.2K +2,937 +14%
MP
368
Munro Partners
Australia
$673K +$630K +23,385 New
SWM
369
SeaCrest Wealth Management
New York
$649K +$296 +11 +0%
PFA
370
Pathway Financial Advisers
Indiana
$649K +$608K +22,554 New
SC
371
Searle & Co
Connecticut
$647K +$27K +1,000 +5%
PPWM
372
Paragon Private Wealth Management
Kentucky
$643K +$10.3K +383 +2%
BFEC
373
Benjamin F. Edwards & Company
Missouri
$642K +$423K +15,691 +237%
CAN
374
Cetera Advisor Networks
California
$634K +$332K +12,305 +126%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$634K +$98.5K +3,656 +20%

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.