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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
OFA
401
Oak Family Advisors
Illinois
$506K -$1.97M -73,185 -81%
AC
402
Allstate Corporation
Illinois
$491K +$82.3K +3,053 +22%
AIM
403
Allstate Investment Management
Illinois
$491K +$460K +17,072 New
SAS
404
Stelac Advisory Services
New York
$489K -$40.9K -1,518 -8%
BPC
405
Banque Pictet & Cie
Switzerland
$489K -$6.84K -254 -1%
MA
406
MCF Advisors
Kentucky
$487K
DI
407
DFPG Investments
Utah
$487K +$473K +17,548 New
ASN
408
Advisory Services Network
Georgia
$483K +$453K +16,794 New
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$478K -$27K -1,000 -6%
WS
410
Wedbush Securities
California
$475K +$27.1K +1,005 +6%
TC
411
TwinBeech Capital
New York
$471K +$442K +16,383 New
CC
412
Corton Capital
Ontario, Canada
$458K +$150K +5,578 +54%
VI
413
Vestcor Inc
New Brunswick, Canada
$456K +$2.96K +110 +0.7%
VAS
414
Vestmark Advisory Solutions
Massachusetts
$453K +$69.7K +2,587 +20%
GIA
415
Gladstone Institutional Advisory
Florida
$452K -$22.3K -826 -5%
BRWA
416
B. Riley Wealth Advisors
Florida
$451K +$131K +4,855 +45%
PAS
417
Park Avenue Securities
New York
$445K +$65.9K +2,445 +19%
WCM
418
WealthBridge Capital Management
Ohio
$434K +$407K +15,093 New
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$421K +$162 +6 +0%
DU
420
Delphia (USA)
Ontario, Canada
$421K +$110K +4,092 +39%
MC
421
Moors & Cabot
Massachusetts
$417K -$13.5K -500 -3%
TRCT
422
Tower Research Capital (TRC)
New York
$410K -$2.04M -75,708 -84%
EGM
423
Engineers Gate Manager
New York
$409K -$119K -4,399 -24%
TI
424
Tidal Investments
Wisconsin
$407K +$25.4K +943 +7%
BCI
425
Brinker Capital Investments
Pennsylvania
$406K +$42.4K +1,572 +13%

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.