We are live on ! Find out more

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
AF
601
Allworth Financial
California
$22.4K +$17.5K +648 +495%
PCM
602
Peregrine Capital Management
Minnesota
$22K
CA
603
Crewe Advisors
Utah
$20.4K -$9.49K -352 -33%
FCA
604
FinTrust Capital Advisors
South Carolina
$20.1K
FPFS
605
First Personal Financial Services
North Carolina
$20.1K -$7.2K -267 -28%
Lazard Asset Management
606
Lazard Asset Management
New York
$20K +$18.3K +680 +2,615%
SWA
607
Sutton Wealth Advisors
Florida
$18.1K +$701 +26 +4%
FDCDDQ
608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K -$256K -9,510 -94%
FRA
609
Front Row Advisors
California
$17K -$5.69K -211 -26%
UB
610
UMB Bank
Missouri
$17K
CFO
611
CVA Family Office
Colorado
$17K +$1.62K +60 +11%
AWM
612
Activest Wealth Management
Florida
$16.9K
AWM
613
Accel Wealth Management
Iowa
$16.1K
GWM
614
Geneos Wealth Management
Colorado
$15.5K +$1.75K +65 +14%
ACA
615
Atlas Capital Advisors
Wyoming
$14.9K
FGAM
616
Financial Gravity Asset Management
Texas
$14.9K -$4.8K -178 -86%
NFSG
617
Newbridge Financial Services Group
Florida
$14.4K +$12.1K +450 +900%
EARNEST Partners
618
EARNEST Partners
Georgia
$14.4K
SC
619
Seldon Capital
California
$14.1K
PWMG
620
Prestige Wealth Management Group
New Jersey
$14K
CG
621
Cutler Group
California
$14K -$148K -5,499 -92%
WPA
622
West Paces Advisors
Georgia
$13.5K +$12.6K +469 New
ZIG
623
Zullo Investment Group
Pennsylvania
$13K
ADL
624
Asset Dedication LLC
California
$13K +$135 +5 +1%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$12.6K

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.