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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
Victory Capital Management
76
Victory Capital Management
Texas
$26.1M +$169K +6,282 +0.7%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$24.9M +$61.8K +2,294 +0.3%
AllianceBernstein
78
AllianceBernstein
Tennessee
$24.8M -$9.66M -358,586 -29%
Principal Financial Group
79
Principal Financial Group
Iowa
$23.2M -$705K -26,148 -3%
HighTower Advisors
80
HighTower Advisors
Illinois
$23M +$932K +34,581 +5%
TIM
81
Thornburg Investment Management
New Mexico
$22.4M -$292K -10,834 -1%
SSA
82
Schonfeld Strategic Advisors
New York
$22.3M +$20.4M +756,839 +3,866%
CS
83
Credit Suisse
Switzerland
$22.1M +$5.69M +211,057 +38%
Franklin Resources
84
Franklin Resources
California
$21.4M -$802K -29,761 -4%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$21.2M +$4.99K +185 +0%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$20.1M -$366K -13,570 -2%
Holocene Advisors
87
Holocene Advisors
New York
$19.9M -$25.9M -960,624 -58%
First Trust Advisors
88
First Trust Advisors
Illinois
$19.8M +$1.83M +67,940 +11%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$19.5M +$6.71M +248,900 +58%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$19.3M -$1.33M -49,169 -7%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$19.2M +$6.32M +234,591 +54%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$18.4M +$270K +10,002 +2%
EIP
93
Energy Income Partners
Connecticut
$17M -$63.4K -2,354 -0.4%
LPL Financial
94
LPL Financial
California
$16.6M +$620K +23,000 +4%
WT
95
Whittier Trust
California
$16.4M +$78.1K +2,897 +0.5%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$15.9M +$1.37M +50,672 +10%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$15.9M +$14.9M +553,110 New
GI
98
GAMCO Investors
Connecticut
$15.3M -$110K -4,100 -0.8%
HW
99
Hancock Whitney
Mississippi
$15.2M +$5M +185,673 +54%
Amundi
100
Amundi
France
$15.1M +$5.77M +214,061 +65%

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.