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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
DWA
476
Dorsey Wright & Associates
California
$283K +$265K +9,830 New
HIA
477
Harbor Investment Advisory
Maryland
$280K
BJL
478
Brighton Jones LLC
Washington
$278K -$1.08K -40 -0.4%
CGL
479
Clarius Group LLC
Washington
$277K +$19.8K +736 +8%
WPC
480
Wedmont Private Capital
Pennsylvania
$277K +$1.4K +52 +0.5%
FTDI
481
First Trust Direct Indexing
Massachusetts
$276K +$259K +9,596 New
WJWM
482
Williams Jones Wealth Management
New York
$273K +$1.13K +42 +0.4%
PTC
483
Petrus Trust Company
Texas
$270K +$253K +9,386 New
FNT
484
First National Trust
Pennsylvania
$270K
CA
485
Calton & Associates
Florida
$266K -$809 -30 -0.3%
CCA
486
Checchi Capital Advisers
California
$264K -$6.25K -232 -2%
Lord, Abbett & Co
487
Lord, Abbett & Co
New Jersey
$259K +$243K +9,000 New
IA
488
Inspire Advisors
Idaho
$258K -$80.4K -2,982 -25%
SIG
489
Stonegate Investment Group
Alabama
$250K -$16.7K -619 -7%
HI
490
Horizon Investments
North Carolina
$249K +$235K +8,704 New
WSTAM
491
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$96.2K -3,569 -29%
RCA
492
Ranch Capital Advisors
Florida
$244K -$13.4K -498 -6%
CBTWT
493
Community Bank & Trust (Waco, Texas)
Texas
$244K +$229K +8,497 New
LCM
494
LCM Capital Management
Illinois
$243K +$228K +8,462 New
DI
495
Diligent Investors
California
$240K +$225K +8,346 New
CBNLCF
496
Cognios Beta Neutral Large Cap Fund
Kansas
$240K +$225K +8,341 New
BCM
497
Brookstone Capital Management
Illinois
$236K -$3.13K -116 -1%
MAS
498
Meeder Advisory Services
Ohio
$234K +$220K +8,147 New
IFU
499
iSAM Funds (UK)
United Kingdom
$234K +$219K +8,138 New
PP
500
Prudential plc
United Kingdom
$234K +$219K +8,120 New

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.