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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
LSA
551
Leonteq Securities AG
Switzerland
$78.8K -$15.8K -587 -18%
FMTCOCP
552
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K
Dimensional Fund Advisors
553
Dimensional Fund Advisors
Texas
$71.4K +$877K +32,530 +1%
CT
554
Colonial Trust
South Carolina
$68.3K +$64K +2,375 New
WTA
555
Washington Trust Advisors
Massachusetts
$68.2K -$69.5K -2,579 -52%
GRP
556
Global Retirement Partners
California
$64.6K -$243 -9 -0.4%
CA
557
CoreCap Advisors
Michigan
$63.3K +$59.3K +2,200 New
EWM
558
Endurance Wealth Management
Rhode Island
$62K
PTC
559
Private Trust Company
Ohio
$62K +$7.6K +282 +15%
HNWAG
560
High Net Worth Advisory Group
Florida
$60.9K
EWA
561
EverSource Wealth Advisors
Alabama
$58.4K +$29.3K +1,087 +115%
CAL
562
Capital Advisors Ltd
Ohio
$57K +$2.08K +77 +4%
HWA
563
Heritage Wealth Advisors
Virginia
$53.9K
BTI
564
Blue Trust Inc
Georgia
$52K +$13.4K +499 +28%
PFBT
565
Parkside Financial Bank & Trust
Missouri
$48.4K +$701 +26 +2%
CSPIA
566
Cary Street Partners Investment Advisory
Virginia
$46K +$43.1K +1,600 New
QC
567
Quent Capital
New York
$44.8K +$10K +372 +31%
DCM
568
Dupont Capital Management
Delaware
$44.8K +$42K +1,559 New
JIR
569
James Investment Research
Ohio
$44K
CPIA
570
Cornell Pochily Investment Advisors
New York
$43.8K -$22.8K -847 -5%
SBL
571
Sargent Bickham Lagudis
Colorado
$43.1K
SCA
572
Stonebridge Capital Advisors
Minnesota
$37.6K +$34.2K +1,269 +3,173%
AWM
573
Avior Wealth Management
Nebraska
$36.6K +$33.7K +1,250 +5,682%
Loomis, Sayles & Company
574
Loomis, Sayles & Company
Massachusetts
$36K -$4.34K -161 -11%
TFGT
575
TS Financial Group (TSFG)
Illinois
$36K +$33.7K +1,250 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.