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
MGP
426
Metis Global Partners
California
$399K +$109K +4,048 +41%
SS
427
Simplicity Solutions
Minnesota
$399K +$374K +13,868 New
B
428
Bailard
California
$396K +$1.48K +55 +0.4%
DIM
429
Delta Investment Management
California
$396K +$23.4K +870 +7%
William Blair & Company
430
William Blair & Company
Illinois
$395K -$5.23K -194 -1%
Credit Agricole
431
Credit Agricole
France
$393K +$133K +4,946 +57%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$389K +$37.1K +1,376 +11%
SA
433
Syntax Advisors
New York
$388K -$38.7K -1,435 -10%
VCG
434
Vantage Consulting Group
Virginia
$388K -$38.7K -1,435 -10%
WAG
435
Wallace Advisory Group
California
$384K +$359K +13,337 New
HBT
436
Heartland Bank & Trust
Illinois
$383K +$359K +13,323 New
SAM
437
Silvercrest Asset Management
New York
$380K
NA
438
NewEdge Advisors
Louisiana
$377K +$594K +22,033 New
OCBCO
439
Oversea-Chinese Banking Corp (OCBC)
Singapore
$377K +$353K +13,100 New
GFS
440
GYL Financial Synergies
Connecticut
$377K +$44.2K +1,641 +14%
MFG
441
Magnus Financial Group
New York
$375K
MOS
442
MGO One Seven
Ohio
$370K +$347K +12,863 New
MCC
443
Money Concepts Capital
Florida
$365K +$27K +1,001 +9%
BAMF
444
BI Asset Management Fondsmaeglerselskab
Denmark
$362K +$339K +12,589 New
ZB
445
Zions Bancorporation
Utah
$359K -$13K -484 -4%
Bessemer Group
446
Bessemer Group
New Jersey
$355K -$221K -8,187 -40%
WAM
447
Wakefield Asset Management
Colorado
$353K +$1.1K +41 +0.3%
Capital Fund Management (CFM)
448
Capital Fund Management (CFM)
France
$347K +$325K +12,054 New
AAS
449
Avantax Advisory Services
Texas
$344K +$323K +11,975 New
SI
450
Stephens Inc
Arkansas
$340K -$28.2K -1,045 -8%

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.