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52 hedge funds and large institutions have $344M invested in SES AI in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $329K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

16% more funds holding

Funds holding: 4552 (+7)

0.63% more ownership

Funds ownership: 28.18%28.81% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

56% less capital invested

Capital invested by funds: $774M → $344M (-$430M)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
16
Reduced
11
Closed
13
Calls
$1.28M
Puts
$329K
Net Calls
+$956K
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Temasek Holdings
1
Temasek Holdings
Singapore
$136M
GMH
2
General Motors Holdings
Michigan
$130M
KL
3
KIM LLC
Kansas
$19.6M +$32M +5,000,000 New
TFM
4
TFC Financial Management
Massachusetts
$12.4M -$1.21M -189,167 -6%
Invesco
5
Invesco
Georgia
$10.4M +$3.71M +579,060 +28%
BlackRock
6
BlackRock
New York
$6.02M +$1.03M +160,342 +12%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.51M +$1.35M +211,346 +18%
LCG
8
Luxor Capital Group
New York
$4.01M -$1.15M -178,990 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.38M +$178K +27,736 +3%
Fidelity International
10
Fidelity International
Bermuda
$2.36M -$480K -75,000 -11%
Franklin Resources
11
Franklin Resources
California
$2.14M +$3.19M +497,800 +1,068%
HVCM
12
Hel Ved Capital Management
Hong Kong
$1.97M +$3.2M +500,000 New
Charles Schwab
13
Charles Schwab
California
$1.89M -$68.5K -10,706 -2%
State Street
14
State Street
Massachusetts
$1.74M +$723K +112,980 +34%
Swiss National Bank
15
Swiss National Bank
Switzerland
$845K +$1.38M +214,900 New
Northern Trust
16
Northern Trust
Illinois
$772K +$182K +28,495 +17%
SW
17
SVB Wealth
Massachusetts
$554K
WJWM
18
Williams Jones Wealth Management
New York
$356K
UBS AM
19
UBS AM
Illinois
$351K +$572K +89,308 New
Goldman Sachs
20
Goldman Sachs
New York
$337K +$407K +63,611 +287%
Morgan Stanley
21
Morgan Stanley
New York
$336K +$497K +77,670 +989%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$306K +$499K +77,886 New
Bank of America
23
Bank of America
North Carolina
$283K -$166K -25,983 -27%
CS
24
Credit Suisse
Switzerland
$240K +$391K +61,017 New
LPL Financial
25
LPL Financial
California
$232K +$378K +59,005 New

SES Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SES AI (SES) for Q2 2022, worth a combined $344M — down 56% from $774M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SES positions and 13 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Invesco, adding an estimated $3.71M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $2.21M sold.

  • 52 institutional investors held SES AI (SES) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $344M of SES AI stock for Q2 2022, down 56% quarter-over-quarter.
  • 20 funds opened new SES AI positions in Q2 2022 and 13 closed out, a net change of +7 holders.
  • The largest SES AI buyer in Q2 2022 was Invesco, an estimated $3.71M added.
  • The largest SES AI seller in Q2 2022 was Alyeska Investment Group, an estimated $2.21M sold.

Based on aggregated 13F filings for Q2 2022.