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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
KBC Group
101
KBC Group
Belgium
$396K +$179K +7,618 +282%
SCM
102
Stevens Capital Management
Pennsylvania
$394K +$242K +10,276 New
APCM
103
Arbiter Partners Capital Management
New York
$384K
FB
104
Fulton Bank
Pennsylvania
$372K +$228K +9,699 New
Parallax Volatility Advisers
105
Parallax Volatility Advisers
California
$365K +$224K +9,524 New
Vanguard Group
106
Vanguard Group
Pennsylvania
$363K +$223K +9,465 New
FA
107
FDx Advisors
Illinois
$350K -$99.5K -4,223 -32%
EGA
108
Eagle Global Advisors
Texas
$326K +$200K +8,500 New
NFA
109
Nationwide Fund Advisors
Ohio
$312K +$192K +8,132 New
Two Sigma Investments
110
Two Sigma Investments
New York
$307K +$189K +8,019 New
CB
111
Cooke & Bieler
Pennsylvania
$304K -$56.3K -2,390 -23%
Charles Schwab
112
Charles Schwab
California
$235K +$144K +6,117 New
EMG
113
Ellington Management Group
Connecticut
$230K -$553K -23,500 -80%
UBS AM
114
UBS AM
Illinois
$222K +$137K +5,800 New
U
115
UBS
Switzerland
$188K -$3.39K -144 -3%
M&T Bank
116
M&T Bank
New York
$150K +$80.1K +3,400 +680%
BIT
117
BlackRock Institutional Trust
California
$114K +$33.1K +1,405 +90%
JWM
118
Jacobus Wealth Management
Wisconsin
$100K +$61.7K +2,618 New
TFMS
119
Trust & Fiduciary Management Services
Massachusetts
$98K -$6.67K -283 -10%
BlackRock
120
BlackRock
New York
$97K +$1.81K +77 +3%
US Bancorp
121
US Bancorp
Minnesota
$79K -$193K -8,210 -80%
TRCT
122
Tower Research Capital (TRC)
New York
$57K +$34.9K +1,483 New
STC
123
SEI Trust Company
Pennsylvania
$54K -$3.96K -168 -11%
ARMC
124
American Research & Management Company
Massachusetts
$38K
WA
125
WFG Advisors
Texas
$38K +$11.8K +500 +100%

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.