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AEC

ASSOCIATED ESTATES REALTY CORP
AEC

Delisted

AEC was delisted on the 6th of August, 2015.

185 hedge funds and large institutions have $1.22B invested in ASSOCIATED ESTATES REALTY CORP in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $8.69M | Put options by funds: $2.19M

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

37% more capital invested

Capital invested by funds: $889M → $1.22B (+$327M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

11% more funds holding

Funds holding: 166185 (+19)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
38
Increased
68
Reduced
56
Closed
15
Calls
$8.69M
Puts
$2.19M
Net Calls
+$6.5M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$17K +$4.19K +203 +38%
ST
177
Smithfield Trust
Pennsylvania
$12K
AP
178
Atwood & Palmer
Missouri
$10K
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$5K +$4.03K +195 New
Creative Planning
180
Creative Planning
Kansas
$5K +$4.13K +200 New
TRCT
181
Tower Research Capital (TRC)
New York
$5K +$4.13K +200 New
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
DADC
183
D.A. Davidson & Co
Montana
$2K
NFG
184
Next Financial Group
Texas
$1K
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$842 -$24.9K -1,206 -3%
BRWA
186
B. Riley Wealth Advisors
Florida
$4 +$3.43K +166 New
KKRC
187
Kohlberg Kravis Roberts & Co
New York
-$7.62M -434,867 Closed
SC
188
Seawolf Capital
New York
-$5.53M -315,700 Closed
Neuberger Berman Group
189
Neuberger Berman Group
New York
-$5.24M -299,100 Closed
TC
190
TFS Capital
Pennsylvania
-$523K -29,883 Closed
LPL Financial
191
LPL Financial
California
-$436K -25,099 Closed
DC
192
Deere & Company
Illinois
-$255K -14,580 Closed
M&T Bank
193
M&T Bank
New York
-$188K -10,716 Closed
PAM
194
Princeton Alpha Management
New Jersey
-$183K -10,450 Closed
SCA
195
Secor Capital Advisors
New York
-$180K -10,282 Closed
Axa
196
Axa
France
-$105K -6,000 Closed
MOACM
197
Mutual of America Capital Management
New York
-$43K -2,430 Closed
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
-$2.43K -139 Closed
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
-$2K -106 Closed
HHGA
200
Halbert Hargrove Global Advisors
California
-$477K -24 Closed

AEC Hedge Fund Activity: Q4 2014 in Review

185 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ASSOCIATED ESTATES REALTY CORP (AEC) for Q4 2014, worth a combined $1.22B — up 37% from $889M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AEC positions and 15 closed out — a net gain of 23 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $29M. The largest seller was Allianz Asset Management, cutting an estimated $73.5M.

  • 185 institutional investors held ASSOCIATED ESTATES REALTY CORP (AEC) as of Q4 2014, up from 166 in Q3 2014.
  • Funds reported $1.22B of ASSOCIATED ESTATES REALTY CORP stock for Q4 2014, up 37% quarter-over-quarter.
  • 38 funds opened new ASSOCIATED ESTATES REALTY CORP positions in Q4 2014 and 15 closed out, a net change of +23 holders.
  • The largest ASSOCIATED ESTATES REALTY CORP buyer in Q4 2014 was Deutsche Bank, an estimated $29M added.
  • The largest ASSOCIATED ESTATES REALTY CORP seller in Q4 2014 was Allianz Asset Management, an estimated $73.5M sold.

Based on aggregated 13F filings for Q4 2014.