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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
WTC
151
WhitTier Trust Company
Nevada
$7.05M -$176K -6,543 -3%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$7.04M +$2.78M +103,112 +73%
OAM
153
Oppenheimer Asset Management
New York
$6.88M -$827K -30,703 -11%
Citadel Advisors
154
Citadel Advisors
Florida
$6.83M +$2.67M +99,169 +72%
TI
155
Trexquant Investment
Connecticut
$6.33M +$5.93M +220,171 New
Boston Partners
156
Boston Partners
Massachusetts
$6.27M -$9.93M -368,496 -63%
Stifel Financial
157
Stifel Financial
Missouri
$6.16M +$1.24M +46,018 +27%
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$6.15M -$212K -7,872 -4%
CJL
159
Cyrus J. Lawrence
New York
$6.13M +$5.74M +212,995 New
CCP
160
Clough Capital Partners
Massachusetts
$6.08M +$5.69M +211,300 New
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$5.8M +$145K +5,397 +3%
PCA
162
Providence Capital Advisors
North Carolina
$5.8M -$1.84M -68,210 -25%
MHI
163
Miller Howard Investments
New York
$5.79M +$69.3K +2,570 +1%
AIG
164
American International Group
New York
$5.61M +$339K +12,565 +7%
MIM
165
Merewether Investment Management
Texas
$5.56M -$6.06M -225,000 -54%
ASRS
166
Arizona State Retirement System
Arizona
$5.44M +$153K +5,691 +3%
SOMRS
167
State of Michigan Retirement System
Michigan
$5.22M +$18.9K +700 +0.4%
MIM
168
MetLife Investment Management
New Jersey
$5.15M -$82.3K -3,054 -2%
TC
169
TownSquare Capital
Utah
$5.03M +$186K +6,885 +4%
AB
170
Amalgamated Bank
New York
$4.99M +$92.2K +3,422 +2%
BCMO
171
Buckingham Capital Management (Ohio)
Ohio
$4.94M -$101K -3,747 -2%
HCMT
172
Highland Capital Management (Tennessee)
Tennessee
$4.75M -$21K -780 -0.5%
Aberdeen Group
173
Aberdeen Group
United Kingdom
$4.73M +$128K +4,743 +3%
VFM
174
Viking Fund Management
North Dakota
$4.6M
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$4.52M -$5.97M -221,574 -58%

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.