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349 hedge funds and large institutions have $7.04B invested in AerCap in 2017 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 119 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 28

10% more funds holding

Funds holding: 318349 (+31)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 116

0.67% more ownership

Funds ownership: 84.02%84.69% (+0.67%)

0% more capital invested

Capital invested by funds: $7.02B → $7.04B (+$24.2M)

97% less call options, than puts

Call options by funds: $409M | Put options by funds: $12.4B

Holders
349
Holders Change
+31
Holders Change %
+9.75%
% of All Funds
7.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
64
Increased
119
Reduced
116
Closed
28
Calls
$409M
Puts
$12.4B
Net Calls
-$12B
Net Calls Change
-$330M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$662M +$20.1M +385,448 +3%
GC
2
Greenlight Capital
New York
$514M -$135M -2,587,330 -21%
DSC
3
Donald Smith & Co
New York
$444M -$3.41M -65,585 -0.8%
BlackRock
4
BlackRock
New York
$369M +$10.3M +197,040 +3%
CI
5
Cambiar Investors
Colorado
$348M +$2.86M +54,888 +0.8%
Citigroup
6
Citigroup
New York
$319M +$27.8M +534,912 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$273M -$93.5M -1,795,157 -26%
LAM
8
Lyrical Asset Management
New York
$272M +$6.2M +119,096 +2%
Wells Fargo
9
Wells Fargo
California
$186M +$761K +14,608 +0.4%
State Street
10
State Street
Massachusetts
$183M -$3.58M -68,831 -2%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$175M +$421K +8,092 +0.2%
Bank of America
12
Bank of America
North Carolina
$151M -$16.6M -319,706 -10%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$139M -$3.51M -67,491 -2%
CB
14
Cooke & Bieler
Pennsylvania
$132M -$2.84M -54,552 -2%
TCM
15
TimesSquare Capital Management
New York
$124M -$4.69M -90,175 -4%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$118M +$67.1M +1,288,455 +135%
WCM
17
Wedge Capital Management
North Carolina
$118M +$10.4M +199,480 +10%
TSW
18
Thompson Siegel & Walmsley
Virginia
$106M -$1.86M -35,787 -2%
Nomura Holdings
19
Nomura Holdings
Japan
$105M +$21.6M +414,451 +26%
Northern Trust
20
Northern Trust
Illinois
$81.9M -$4.87M -93,507 -6%
OA
21
Omega Advisors
New York
$81.1M -$31.7M -609,589 -28%
Norges Bank
22
Norges Bank
Norway
$79.4M -$3.85M -73,913 -5%
Eagle Capital Management (New York)
23
Eagle Capital Management (New York)
New York
$77.3M +$76.5M +1,469,741 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$69.4M -$1.55M -29,688 -2%
CI
25
Clal Insurance
Israel
$68.4M +$5.21M +100,000 +8%

AER Hedge Fund Activity: Q4 2017 in Review

349 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AerCap (AER) for Q4 2017, worth a combined $7.04B — up 0.34% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AER positions and 28 closed out — a net gain of 36 holders — while 119 added to existing stakes and 116 trimmed.

The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $76.5M. The largest seller was Greenlight Capital, cutting an estimated $135M.

  • 349 institutional investors held AerCap (AER) as of Q4 2017, up from 318 in Q3 2017.
  • Funds reported $7.04B of AerCap stock for Q4 2017, up 0.34% quarter-over-quarter.
  • 64 funds opened new AerCap positions in Q4 2017 and 28 closed out, a net change of +36 holders.
  • The largest AerCap buyer in Q4 2017 was Eagle Capital Management (New York), an estimated $76.5M added.
  • The largest AerCap seller in Q4 2017 was Greenlight Capital, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.