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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
RTL
651
Red Tortoise LLC
Georgia
$4.23K +$3.96K +147 New
MCM
652
MV Capital Management
Maryland
$3.97K +$916 +34 +33%
HWMA
653
Heritage Wealth Management (Arizona)
Arizona
$3.97K +$3.72K +138 New
NMG
654
New Millennium Group
Utah
$3.85K
DIP
655
DT Investment Partners
Pennsylvania
$3.6K
CTA
656
Colonial Trust Advisors
South Carolina
$3.6K +$3.37K +125 New
HPC
657
HM Payson & Co
Maine
$3.48K +$1.64K +61 +102%
CA
658
Clearstead Advisors
Ohio
$3.22K +$3.02K +112 New
AAP
659
Arax Advisory Partners
Colorado
$3.11K +$2.91K +108 New
MHR
660
Matthew Hamilton Rosenberg
$2.93K
TCA
661
Trifecta Capital Advisors
Illinois
$2.88K +$2.69K +100 New
FFC
662
First Financial Corp
Indiana
$2.62K
AWM
663
Abound Wealth Management
Tennessee
$2.56K +$485 +18 +25%
AWM
664
Accurate Wealth Management
Florida
$2.31K +$2.29K +85 New
ME
665
McIlrath & Eck
Washington
$2.19K
VNA
666
Valley National Advisers
Pennsylvania
$2K
SFG
667
Steward Financial Group
Texas
$2K +$2.51K +93 New
BIA
668
Bell Investment Advisors
California
$1.93K +$27 +1 +2%
EBA
669
Eagle Bay Advisors
New York
$1.75K
SIC
670
SJS Investment Consulting
Ohio
$1.75K +$970 +36 +144%
TWP
671
TFO Wealth Partners
Ohio
$1.66K +$323 +12 New
LWP
672
Laurel Wealth Planning
Minnesota
$1.58K
HCP
673
Hexagon Capital Partners
Arkansas
$1.47K -$1.89K -70 -58%
VCM
674
Versant Capital Management
Arizona
$1.47K
RBC
675
Romano Brothers & Co
Illinois
$1.26K +$1.19K +44 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.