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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
ST
626
Smithfield Trust
Pennsylvania
$12K
FHA
627
First Horizon Advisors
Tennessee
$11.9K -$6.36K -236 -36%
TWA
628
TCI Wealth Advisors
Arizona
$11.3K +$3.02K +112 +40%
SWM
629
Spire Wealth Management
Virginia
$11K +$3.23K +120 +47%
GWS
630
Glassman Wealth Services
Virginia
$10.2K +$458 +17 +5%
VCM
631
Vigilant Capital Management
Maine
$10K -$21.1K -784 -70%
JWA
632
JFS Wealth Advisors
Pennsylvania
$9.26K +$728 +27 +9%
CWC
633
Carolinas Wealth Consulting
North Carolina
$8.8K +$7.63K +283 +1,230%
BCM
634
Blume Capital Management
California
$8.14K
BWM
635
Baystate Wealth Management
Massachusetts
$8K +$27 +1 +0.4%
AA
636
Ancora Advisors
Ohio
$8K +$7.46K +277 New
CTC
637
Central Trust Company
Missouri
$7.82K
FMP
638
Financial Management Professionals
Texas
$7K
PP
639
Pacifica Partners
Canada
$6.78K +$4.04K +150 +176%
RA
640
Rise Advisors
New York
$6.21K +$27 +1 +0.5%
PPC
641
Park Place Capital
Alabama
$6K +$5.44K +202 New
SSB
642
Sandy Spring Bank
Maryland
$5.75K
WWP
643
WR Wealth Planners
Missouri
$5.61K
FA
644
Fiduciary Alliance
South Carolina
$5.52K +$5.17K +192 New
HS
645
Horan Securities
United States
$5.46K
SC
646
Schubert & Co
Texas
$5.32K +$566 +21 +13%
GEA
647
Glen Eagle Advisors
New Jersey
$5.28K +$27 +1 +0.5%
SFA
648
Semmax Financial Advisors
North Carolina
$5K
MCM
649
Manchester Capital Management
Vermont
$4.29K -$539 -20 -12%
TJHA
650
Thomas J. Herzfeld Advisors
Florida
$4.26K

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.