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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
BBHC
376
Brown Brothers Harriman & Co
New York
$634K +$46K +1,707 +8%
EWM
377
Evercore Wealth Management
New York
$630K +$7.41K +275 +1%
OTPPB
378
Ontario Teachers' Pension Plan Board
Ontario, Canada
$617K +$578K +21,461 New
IIM
379
Ironwood Investment Management
Massachusetts
$617K -$21.6K -800 -4%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$606K -$212K -7,877 -27%
NMIMC
381
Northwestern Mutual Investment Management Company
Wisconsin
$602K -$104K -3,874 -16%
API
382
Advisor Partners II
California
$598K +$96.8K +3,590 +21%
Robeco Institutional Asset Management
383
Robeco Institutional Asset Management
Netherlands
$596K -$397K -14,738 -42%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$590K +$425K +15,769 +331%
ISWM
385
Independent Solutions Wealth Management
New York
$577K +$10.6K +392 +2%
EH
386
Equitable Holdings
New York
$572K +$536K +19,903 New
Assenagon Asset Management
387
Assenagon Asset Management
Luxembourg
$569K
Cetera Investment Advisers
388
Cetera Investment Advisers
Illinois
$556K +$521K +19,325 New
SFS
389
Sowell Financial Services
Arkansas
$554K +$4.96K +184 +1%
AAM
390
Augustine Asset Management
Florida
$553K -$14.7K -546 -3%
EVM
391
Evelyn V. Moreno
$546K
TMAM
392
Tokio Marine Asset Management
Japan
$545K +$10.2K +378 +2%
PSP
393
Principal Street Partners
Tennessee
$543K +$109K +4,029 +27%
GT
394
Greenleaf Trust
Michigan
$533K +$93K +3,450 +23%
Federated Hermes
395
Federated Hermes
Pennsylvania
$522K -$73.1K -2,713 -13%
QOP
396
Quinn Opportunity Partners
Virginia
$519K
AIA
397
Arrow Investment Advisors
Maryland
$513K -$4.07K -151 -0.8%
SW
398
SVB Wealth
Massachusetts
$511K -$2.01M -74,468 -81%
NB
399
Nicolet Bankshares
Wisconsin
$511K -$11.2K -415 -2%
WIS
400
Wright Investors Service
Connecticut
$510K

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.