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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
Fidelity International
676
Fidelity International
Bermuda
$1.15K +$1.08K +40 New
GI
677
Gradient Investments
Minnesota
$1.06K +$458 +17 +85%
AA
678
Addison Advisors
Vermont
$1.03K
AW
679
Avion Wealth
Texas
$1K
TFA
680
Transamerica Financial Advisors
Florida
$1K
CFB
681
Cullen/Frost Bankers
Texas
$949
CCA
682
Column Capital Advisors
Indiana
$920
TCWA
683
Ten Capital Wealth Advisors
Washington
$892 +$835 +31 New
FCA
684
Fortis Capital Advisors
Kansas
$863 +$809 +30 New
MPCL
685
My Personal CFO LLC
Washington
$489 +$458 +17 New
WA
686
WestEnd Advisors
North Carolina
$431 +$108 +4 +36%
BWM
687
BerganKDV Wealth Management
Minnesota
$374 +$350 +13 New
TWD
688
True Wealth Design
Ohio
$374 +$350 +13 New
ECM
689
Everence Capital Management
Indiana
$300 -$453K -16,820 -62%
WIM
690
Westside Investment Management
California
$14
CMP
691
Coston McIsaac & Partners
Maine
$8
IIM
692
Intact Investment Management
Quebec, Canada
-$6.19M -273,800 Closed
UOC
693
UBS O'Connor
Illinois
-$4.32M -191,048 Closed
N
694
Natixis
France
-$4.04M -178,691 Closed
CSCSIM
695
Clear Sky Carbon Solutions Investment Management
Texas
-$3.5M -155,000 Closed
Voloridge Investment Management
696
Voloridge Investment Management
Florida
-$3.33M -147,119 Closed
BI
697
Bramshill Investments
Florida
-$2.79M -123,452 Closed
GAMA
698
Graticule Asia Macro Advisors
New York
-$2.49M -110,300 Closed
LOAMS
699
Lombard Odier Asset Management (Switzerland)
Switzerland
-$2.41M -106,620 Closed
LOAMU
700
Lombard Odier Asset Management (USA)
New York
-$2.26M -100,000 Closed

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.