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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
EF
451
Empirical Finance
Pennsylvania
$333K -$2.48K -92 -0.8%
Cerity Partners
452
Cerity Partners
New York
$329K +$308K +11,435 New
RSA
453
River Street Advisors
Illinois
$328K +$307K +11,397 New
SP
454
Symmetry Partners
Connecticut
$327K
EGA
455
Eagle Global Advisors
Texas
$324K +$303K +11,258 New
CC
456
Callan Capital
California
$323K
WSC
457
Wellington Shields & Co
New York
$322K
SSG
458
Summit Securities Group
New York
$319K +$255K +9,456 +573%
MW
459
Marcum Wealth
Ohio
$313K -$1.21K -45 -0.4%
RG
460
Renaissance Group
Kentucky
$309K -$38.4K -1,423 -12%
RT
461
Rockland Trust
Massachusetts
$308K
SAM
462
Security Asset Management
New York
$308K
FMLI
463
Fukoku Mutual Life Insurance
Japan
$306K
CIM
464
Contravisory Investment Management
Massachusetts
$302K +$283K +10,507 New
ETH
465
Exos TFP Holdings
New York
$302K -$49.9K -1,851 -15%
MAM
466
Meeder Asset Management
Ohio
$301K -$683K -25,335 -71%
SFA
467
Seneca Financial Advisors
New York
$299K
KFC
468
Klingenstein Fields & Co
New York
$297K
RCM
469
RNC Capital Management
California
$295K -$29.6K -1,100 -10%
LOIM
470
Liberty One Investment Management
Illinois
$294K -$5.2K -193 -2%
KIG
471
Kessler Investment Group
Indiana
$294K +$5.2K +193 +2%
CCM
472
Coldstream Capital Management
Washington
$293K +$275K +10,190 New
Aviva
473
Aviva
United Kingdom
$292K
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$285K -$107K -3,955 -29%
FAG
475
Fortitude Advisory Group
Washington
$283K +$54 +2 +0%

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.