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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B -$43.8M -1,624,073 -2%
Capital World Investors
2
Capital World Investors
California
$2B +$39.7M +1,474,683 +2%
Capital International Investors
3
Capital International Investors
California
$1.79B +$18.9M +699,494 +1%
BlackRock
4
BlackRock
New York
$1.3B +$50.2M +1,863,777 +4%
State Street
5
State Street
Massachusetts
$976M -$36.1M -1,339,931 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$934M -$61M -2,263,234 -7%
Ameriprise
7
Ameriprise
Minnesota
$600M +$59.7M +2,214,983 +12%
OAG
8
Orbis Allan Gray
Bermuda
$516M +$7.41M +274,835 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$477M -$12.9M -479,612 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$387M +$8.47M +314,301 +2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$317M -$3.45M -128,139 -1%
Morgan Stanley
12
Morgan Stanley
New York
$301M +$6.21M +230,481 +2%
AM
13
AGF Management
Ontario, Canada
$265M +$248M +9,199,762 New
ECP
14
Electron Capital Partners
New York
$253M -$42M -1,559,450 -15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$228M -$21.2M -787,229 -9%
Northern Trust
16
Northern Trust
Illinois
$193M -$4.28M -158,863 -2%
ClearBridge Investments
17
ClearBridge Investments
New York
$179M -$9.03M -335,037 -5%
Charles Schwab
18
Charles Schwab
California
$161M +$4.27M +158,284 +3%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$161M -$1.3M -48,349 -0.9%
Invesco
20
Invesco
Georgia
$128M -$1.91M -70,949 -2%
UBS AM
21
UBS AM
Illinois
$126M +$32.7M +1,214,495 +38%
CM
22
Corvex Management
New York
$120M
MGIM
23
M&G Investment Management
United Kingdom
$116M -$40M -1,484,769 -27%
Bank of America
24
Bank of America
North Carolina
$113M +$1.89M +70,134 +2%
GF
25
Gabelli Funds
New York
$108M

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.