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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$393M -$81.6M -3,465,689 -25%
DSC
2
Donald Smith & Co
New York
$365M -$14.7M -625,378 -6%
TCM
3
TimesSquare Capital Management
New York
$147M +$29.5M +1,252,700 +48%
Citigroup
4
Citigroup
New York
$140M -$3.57M -151,786 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$126M +$49.9M +2,117,156 +181%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$112M -$20.1M -852,575 -23%
CI
7
Cambiar Investors
Colorado
$93.4M -$10M -425,598 -15%
Ameriprise
8
Ameriprise
Minnesota
$92.3M -$4.61M -195,800 -8%
Invesco
9
Invesco
Georgia
$90.8M +$51.6K +2,192 +0.1%
Wells Fargo
10
Wells Fargo
California
$85.9M -$6.58M -279,417 -11%
AA
11
Antipodean Advisors
New York
$79.8M +$49M +2,080,000 New
Deutsche Bank
12
Deutsche Bank
Germany
$78.7M -$5.5M -233,558 -10%
LAM
13
Lyrical Asset Management
New York
$76.5M +$15.3M +648,695 +48%
SIM
14
Stelliam Investment Management
New York
$67.4M +$2.81M +119,200 +7%
CGM
15
Capital Growth Management
Massachusetts
$61M +$37.4M +1,590,000 New
ECP
16
Empyrean Capital Partners
California
$57.5M +$35.3M +1,500,100 New
SCM
17
Steadfast Capital Management
New York
$45.8M +$28.1M +1,194,828 New
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$44.1M +$1.18M +50,000 +5%
Morgan Stanley
19
Morgan Stanley
New York
$39.3M -$3.8M -161,463 -14%
O
20
OppenheimerFunds
New York
$38.8M -$5.49M -233,000 -19%
Norges Bank
21
Norges Bank
Norway
$35M
EBIM
22
Eagle Boston Investment Management
Massachusetts
$32.9M +$2.03M +86,150 +11%
Citadel Advisors
23
Citadel Advisors
Florida
$29.5M -$9.75M -413,928 -35%
SC
24
Seawolf Capital
New York
$28M -$6.63M -281,361 -28%
RG
25
Renaissance Group
Kentucky
$26.7M -$1.64M -69,765 -9%

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.