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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
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$8.66M +$452K +16,765 +6%
LCS
127
Levin Capital Strategies
New York
$8.64M -$321K -11,921 -4%
AT
128
Arvest Trust
Oklahoma
$8.6M -$1.4M -52,113 -15%
PFS
129
Prospera Financial Services
Texas
$8.45M +$2.37K +88 +0%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$8.41M +$3.22M +119,356 +69%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$8.33M +$99.4K +3,690 +1%
Nomura Asset Management
132
Nomura Asset Management
Japan
$8.3M -$542K -20,104 -7%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$8.29M -$636K -23,605 -8%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$8.12M +$111K +4,135 +1%
Connor, Clark & Lunn Investment Management (CC&L)
135
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.11M +$7.08M +262,540 +1,339%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$8.11M +$2.35M +87,018 +45%
4WM
137
44 Wealth Management
Oregon
$7.96M -$1.08K -40 -0%
IAIM
138
Industrial Alliance Investment Management
Quebec, Canada
$7.83M -$1.19M -44,040 -14%
AAI
139
Aequim Alternative Investments
California
$7.79M -$11.6M -429,000 -61%
Canada Life
140
Canada Life
Manitoba, Canada
$7.7M -$2.28M -84,678 -24%
SEI Investments
141
SEI Investments
Pennsylvania
$7.69M +$2.5M +92,864 +53%
UCFA
142
United Capital Financial Advisors
Texas
$7.64M -$719K -26,661 -9%
SAM
143
Socorro Asset Management
Texas
$7.6M -$590K -21,883 -8%
GC
144
Guggenheim Capital
Illinois
$7.41M -$968K -35,929 -12%
CSS
145
Cubist Systematic Strategies
Connecticut
$7.37M -$8.15M -302,323 -54%
PI
146
PFS Investments
Georgia
$7.35M +$668K +24,775 +11%
SLAM
147
Swiss Life Asset Management
$7.29M -$162K -6,029 -2%
RCAMU
148
Rothschild & Co Asset Management US
Connecticut
$7.16M -$852K -31,626 -11%
IIM
149
INTECH Investment Management
Florida
$7.1M +$3.51M +130,134 +111%
Neuberger Berman Group
150
Neuberger Berman Group
New York
$7.06M +$697K +25,864 +12%

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.