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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
IF
526
IRON Financial
Illinois
$201K +$188K +6,973 New
UAML
527
US Asset Management LLC
Pennsylvania
$186K +$174K +6,474 New
ICM
528
Islay Capital Management
Texas
$175K -$5.39K -200 -3%
GMA
529
Glassy Mountain Advisors
Maryland
$173K +$162K +6,000 New
Pacer Advisors
530
Pacer Advisors
Pennsylvania
$159K -$536K -19,884 -78%
LC
531
Lindbrook Capital
California
$157K -$17.3K -643 -11%
EWM
532
Evermay Wealth Management
Virginia
$152K
CMF
533
Counterpoint Mutual Funds
California
$149K +$140K +5,180 New
IA
534
IFP Advisors
Florida
$146K +$198K +7,349 +151%
USCWA
535
U.S. Capital Wealth Advisors
Texas
$144K +$135K +5,000 New
CS
536
Comerica Securities
Michigan
$136K +$127K +4,714 New
DMBA
537
Deseret Mutual Benefit Administrators
Utah
$131K -$86.9K -3,224 -42%
SIM
538
Sentry Investment Management
Wisconsin
$126K +$10.7K +398 +10%
S
539
SignatureFD
Georgia
$124K +$6.01K +223 +5%
CFGS
540
Concourse Financial Group Securities
Alabama
$118K +$111K +4,112 New
QCG
541
Quadrant Capital Group
Ohio
$118K +$24.8K +921 +29%
CHA
542
Carmichael Hill & Associates
Maryland
$117K
WSCM
543
Wellington Shields Capital Management
New York
$115K
BAM
544
Belpointe Asset Management
Nevada
$115K +$108K +3,993 New
S
545
Seeyond
France
$105K -$604K -22,406 -86%
PA
546
Parallel Advisors
California
$103K +$14.8K +549 +18%
HI
547
Harbour Investments
Wisconsin
$101K +$14.2K +527 +18%
TAIM
548
TD Ameritrade Investment Management
Nebraska
$95K +$25.3K +939 +40%
TPCW
549
TD Private Client Wealth
New York
$92.9K +$8.3K +308 +11%
TWC
550
TD Waterhouse Canada
Ontario, Canada
$84.3K -$5.44K -202 -6%

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.