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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
RFA
576
Resurgent Financial Advisors
Georgia
$34K +$31.8K +1,181 New
FCB
577
First Command Bank
Texas
$33K
FCFS
578
First Command Financial Services
Texas
$33K
GTCM
579
Gyon Technologies Capital Management
New Jersey
$32.3K +$30.2K +1,122 New
FFA
580
Farther Finance Advisors
California
$32K +$30K +1,112 New
WT
581
Washington Trust
Rhode Island
$32K
AIM
582
Anchor Investment Management
South Carolina
$31.3K -$40.4K -1,500 -58%
HFM
583
Harvest Fund Management
China
$30K
Simplex Trading
584
Simplex Trading
Illinois
$29K -$1.52M -56,368 -98%
TF
585
TimeScale Financial
Massachusetts
$29K
HSA
586
Hussman Strategic Advisors
Maryland
$28.8K
MMG
587
Monetary Management Group
Missouri
$28.8K
CWP
588
Concord Wealth Partners
Virginia
$28.8K +$27K +1,000 New
RTC
589
Riverview Trust Company
Washington
$28K
DI
590
Disciplined Investments
Oklahoma
$28K -$81 -3 -0.3%
NSIM
591
North Star Investment Management
Illinois
$27.8K +$1.05K +39 +4%
IFAM
592
Institutional & Family Asset Management
Colorado
$27.5K -$296 -11 -1%
CAS
593
Coppell Advisory Solutions
Texas
$27.2K +$25.5K +946 New
CASC
594
Coppell Advisory Solutions Corp
Texas
$27.2K +$25.5K +946 New
SWM
595
Sugarloaf Wealth Management
Georgia
$26.7K +$25.1K +930 New
CLG
596
Cooperman Leon G
$25.9K
MA
597
Montag & Associates
Georgia
$24.2K
C
598
Covestor
United Kingdom
$24K -$60.9K -2,258 -73%
CT
599
Cambridge Trust
Massachusetts
$24K
DWMG
600
DB Wealth Management Group
California
$22.6K +$21.2K +787 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.