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138 hedge funds and large institutions have $2.99B invested in AerCap in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 58 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

875% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 4

264% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $10.8M

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

97% more capital invested

Capital invested by funds: $1.52B → $2.99B (+$1.48B)

33% more funds holding

Funds holding: 104138 (+34)

0.05% more ownership

Funds ownership: 68.58%68.62% (+0.05%)

45% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 58

Holders
138
Holders Change
+34
Holders Change %
+32.69%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.44%
New
39
Increased
32
Reduced
58
Closed
4
Calls
$39.4M
Puts
$10.8M
Net Calls
+$28.6M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$26.6M +$16.3M +693,080 New
EAM
27
Eagle Asset Management
Florida
$26.2M -$26.7M -1,132,652 -62%
SCM
28
Sterling Capital Management
North Carolina
$24.8M -$17.6M -748,596 -54%
SCA
29
Southpoint Capital Advisors
New York
$23M +$14.1M +600,000 New
LC
30
Loews Corp
New York
$22.1M -$7.71M -327,600 -36%
WCM
31
Wedge Capital Management
North Carolina
$20.9M +$2.6M +110,490 +25%
JAM
32
Jacobs Asset Management
New York
$20.8M -$6.68M -283,646 -34%
TVM
33
Tiger Veda Management
New York
$20.6M +$12.6M +536,600 New
MCM
34
McKinley Capital Management
Alaska
$20.1M -$44.5K -1,890 -0.4%
PIM
35
Perkins Investment Management
Illinois
$17.9M -$248K -10,550 -2%
USAA
36
United Services Automobile Association
Texas
$17.8M -$1.27M -54,000 -10%
RCM
37
Ratan Capital Management
Florida
$16.7M +$10.2M +435,000 New
Allianz Asset Management
38
Allianz Asset Management
Germany
$16.5M +$4.23M +179,720 +72%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$15.2M -$4.08M -173,365 -30%
PFMOSF
40
Philadelphia Financial Management of San Francisco
California
$15.1M -$4.59M -195,093 -33%
SFM
41
Systematic Financial Management
New Jersey
$14.7M -$25.3M -1,072,687 -74%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$13.8M +$4.62M +196,218 +119%
RA
43
Royce & Associates
New York
$13.7M -$8.68M -368,500 -51%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$13.7M +$638K +27,100 +8%
GC
45
Guggenheim Capital
Illinois
$13.1M +$8M +339,700 New
MCM
46
Maltese Capital Management
New York
$12.5M -$8.06M -342,100 -51%
TAM
47
Toscafund Asset Management
United Kingdom
$12.3M +$7.57M +321,500 New
MAA
48
Managed Account Advisors
New Jersey
$11.8M -$955K -40,557 -12%
Bank of America
49
Bank of America
North Carolina
$10.9M -$441K -18,726 -6%
AL
50
AJO LP
Pennsylvania
$9.77M -$8.86M -376,300 -60%

AER Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AerCap (AER) for Q4 2013, worth a combined $2.99B — up 97% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AER positions and 4 closed out — a net gain of 35 holders — while 32 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $49.9M. The largest seller was Wellington Management Group, cutting an estimated $81.6M.

  • 138 institutional investors held AerCap (AER) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $2.99B of AerCap stock for Q4 2013, up 97% quarter-over-quarter.
  • 39 funds opened new AerCap positions in Q4 2013 and 4 closed out, a net change of +35 holders.
  • The largest AerCap buyer in Q4 2013 was Fidelity Investments, an estimated $49.9M added.
  • The largest AerCap seller in Q4 2013 was Wellington Management Group, an estimated $81.6M sold.

Based on aggregated 13F filings for Q4 2013.