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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
Goldman Sachs
26
Goldman Sachs
New York
$102M -$247K -9,156 -0.3%
Legal & General Group
27
Legal & General Group
United Kingdom
$99.8M -$5.69M -211,166 -6%
RJA
28
Raymond James & Associates
Florida
$84.7M -$2.36M -87,401 -3%
DLA
29
Douglas Lane & Associates
New York
$82.9M -$6.22M -230,692 -7%
PI
30
Putnam Investments
Massachusetts
$81.6M -$1.04M -38,591 -1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$78.1M -$4.76M -176,545 -6%
SCA
32
Southpoint Capital Advisors
New York
$77.7M -$35M -1,300,000 -33%
RRAM
33
River Road Asset Management
Kentucky
$74.8M -$4.1M -152,224 -6%
OCAM
34
Owl Creek Asset Management
New York
$74.4M -$5.97M -221,476 -8%
TG
35
TCW Group
California
$69.3M -$1.48M -55,030 -2%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$67.1M +$4.51M +167,438 +8%
PCA
37
Personal Capital Advisors
California
$66M +$701K +26,017 +1%
Prudential Financial
38
Prudential Financial
New Jersey
$64.1M -$19.5M -724,428 -25%
Jennison Associates
39
Jennison Associates
New York
$59.9M +$17.6M +653,932 +46%
Truist Financial
40
Truist Financial
North Carolina
$59.6M +$6.79M +251,879 +14%
CIMLRA
41
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.7M -$36.3M -1,348,638 -41%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$54.1M -$497K -18,429 -1%
N
43
Nuveen
North Carolina
$53.2M +$652K +24,190 +1%
AAMU
44
AEGON Asset Management (UK)
United Kingdom
$52.7M +$30.5M +1,130,478 +161%
CGPCS
45
Capital Group Private Client Services
California
$51M +$244K +9,040 +0.5%
AC
46
Avenir Corporation
Virginia
$50.4M -$1.68M -62,276 -3%
JVBC
47
J.V. Bruni & Co
Colorado
$47.5M -$658K -24,414 -1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$46.2M +$240K +8,910 +0.6%
Wells Fargo
49
Wells Fargo
California
$45.4M +$2.38M +88,242 +6%
TCA
50
Tortoise Capital Advisors
Kansas
$41.9M -$54K -2,003 -0.1%

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.