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469 hedge funds and large institutions have $7.23B invested in AES in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 177 increasing their positions, 154 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $1.67M

81% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 154

6% more funds holding

Funds holding: 441469 (+28)

0.48% less ownership

Funds ownership: 94.82%94.34% (-0.48%)

10% less capital invested

Capital invested by funds: $7.99B → $7.23B (-$763M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
469
Holders Change
+28
Holders Change %
+6.35%
% of All Funds
11.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
85
Increased
177
Reduced
154
Closed
47
Calls
$10.8M
Puts
$1.67M
Net Calls
+$9.1M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
226
DekaBank Deutsche Girozentrale
Germany
$871K +$142K +12,081 +19%
CIM
227
Cambria Investment Management
California
$869K +$878K +74,767 New
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$825K +$834K +71,028 New
NMERB
229
New Mexico Educational Retirement Board
New Mexico
$819K +$44.6K +3,800 +6%
WAM
230
World Asset Management
Michigan
$808K -$69.1K -5,886 -8%
DWA
231
Douglass Winthrop Advisors
New York
$805K
AP
232
AHL Partners
United Kingdom
$802K +$131K +11,171 +19%
SCM
233
Sterling Capital Management
North Carolina
$789K +$230K +19,632 +41%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$785K +$21.5K +1,834 +3%
JIM
235
Jupiter Investment Management
United Kingdom
$769K +$777K +66,218 New
BF
236
BOK Financial
Oklahoma
$754K +$33.8K +2,880 +5%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$733K +$3.69K +314 +0.5%
RJFSA
238
Raymond James Financial Services Advisors
Florida
$730K +$57.6K +4,911 +8%
IR
239
Invictus RG
Bermuda
$728K +$484K +41,212 +192%
Natixis Advisors
240
Natixis Advisors
Massachusetts
$726K +$158K +13,480 +28%
PA
241
Profund Advisors
Maryland
$719K -$142K -12,139 -16%
EP
242
Elkfork Partners
Oregon
$713K +$720K +61,314 New
QIM
243
Quantitative Investment Management
Virginia
$698K +$705K +60,100 New
FI
244
FormulaFolio Investments
Michigan
$694K +$701K +59,690 New
NCCM
245
Nine Chapters Capital Management
New Jersey
$682K +$689K +58,700 New
CSS
246
Cubist Systematic Strategies
Connecticut
$675K +$472K +40,177 +224%
LMGAM
247
Liberty Mutual Group Asset Management
Massachusetts
$648K +$21.7K +1,848 +3%
Nomura Holdings
248
Nomura Holdings
Japan
$643K +$650K +55,375 New
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$621K -$134K -11,400 -18%
M&T Bank
250
M&T Bank
New York
$621K -$36K -3,063 -5%

AES Hedge Fund Activity: Q4 2016 in Review

469 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2016, worth a combined $7.23B — down 9.5% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AES positions and 47 closed out — a net gain of 38 holders — while 177 added to existing stakes and 154 trimmed.

The largest buyer was AJO LP, adding an estimated $75.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $263M.

  • 469 institutional investors held AES (AES) as of Q4 2016, up from 441 in Q3 2016.
  • Funds reported $7.23B of AES stock for Q4 2016, down 9.5% quarter-over-quarter.
  • 85 funds opened new AES positions in Q4 2016 and 47 closed out, a net change of +38 holders.
  • The largest AES buyer in Q4 2016 was AJO LP, an estimated $75.1M added.
  • The largest AES seller in Q4 2016 was T. Rowe Price Associates, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2016.