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632 hedge funds and large institutions have $14.3B invested in AES in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 212 increasing their positions, 225 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $35.1M

76% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $13.2B → $14.3B (+$1.04B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 597632 (+35)

0.38% more ownership

Funds ownership: 95.19%95.57% (+0.38%)

6% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 225

Holders
632
Holders Change
+35
Holders Change %
+5.86%
% of All Funds
10.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
95
Increased
212
Reduced
225
Closed
54
Calls
$74.4M
Puts
$35.1M
Net Calls
+$39.2M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.93B -$29.8M -1,258,212 -1%
Capital World Investors
2
Capital World Investors
California
$1.54B +$62.1M +2,617,294 +4%
Capital International Investors
3
Capital International Investors
California
$1.39B +$75.5M +3,183,547 +5%
BlackRock
4
BlackRock
New York
$982M -$14.9M -630,448 -1%
State Street
5
State Street
Massachusetts
$798M +$21.7M +914,656 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$785M -$46.1M -1,944,700 -5%
Ameriprise
7
Ameriprise
Minnesota
$421M +$43.8M +1,847,821 +11%
OAG
8
Orbis Allan Gray
Bermuda
$399M +$1.93M +81,490 +0.5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$386M +$287M +12,116,966 +245%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$297M +$7.78M +328,261 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$252M +$1.26M +53,261 +0.5%
ECP
12
Electron Capital Partners
New York
$234M +$90.7M +3,825,856 +59%
Morgan Stanley
13
Morgan Stanley
New York
$231M +$15.2M +639,861 +7%
AII
14
AGF Investments Inc
Ontario, Canada
$198M +$15.3M +646,354 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$197M -$67.3M -2,839,651 -25%
Northern Trust
16
Northern Trust
Illinois
$155M -$4.77M -201,390 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$148M +$179K +7,564 +0.1%
PAMS
18
Pictet Asset Management (Switzerland)
Switzerland
$127M -$32.7M -1,379,422 -20%
Charles Schwab
19
Charles Schwab
California
$123M +$2.44M +102,869 +2%
Invesco
20
Invesco
Georgia
$102M -$21.5M -908,064 -17%
CM
21
Corvex Management
New York
$94.2M -$8.73M -368,008 -8%
SCA
22
Southpoint Capital Advisors
New York
$90.4M -$119M -5,000,000 -56%
Bank of America
23
Bank of America
North Carolina
$87.4M -$4.41M -185,973 -5%
GF
24
Gabelli Funds
New York
$84.7M -$35.6K -1,500 -0%
Legal & General Group
25
Legal & General Group
United Kingdom
$83.2M +$4.14M +174,532 +5%

AES Hedge Fund Activity: Q3 2022 in Review

632 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2022, worth a combined $14.3B — up 7.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AES positions and 54 closed out — a net gain of 41 holders — while 212 added to existing stakes and 225 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $287M. The largest seller was Southpoint Capital Advisors, cutting an estimated $119M.

  • 632 institutional investors held AES (AES) as of Q3 2022, up from 597 in Q2 2022.
  • Funds reported $14.3B of AES stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 95 funds opened new AES positions in Q3 2022 and 54 closed out, a net change of +41 holders.
  • The largest AES buyer in Q3 2022 was Wellington Management Group, an estimated $287M added.
  • The largest AES seller in Q3 2022 was Southpoint Capital Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2022.