AES
392 hedge funds and large institutions have $7.77B invested in AES in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 154 increasing their positions, 152 reducing their positions, and 50 closing their positions.
317% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $3.65M
1.07% more ownership
Funds ownership: 85.15% → 86.22% (+1.1%)
1% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 152
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 408 → 392 (-16)
12% less capital invested
Capital invested by funds: $8.86B → $7.77B (-$1.08B)
22% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$263M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.1M |
| 3 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$33.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$32.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$157M |
| 2 |
Millennium Management
New York
|
-$72.9M |
| 3 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$61.5M |
| 4 |
TGA
Trilogy Global Advisors
Winter Park,
Florida
|
-$50.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$42.6M |
AES Hedge Fund Activity: Q1 2015 in Review
392 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2015, worth a combined $7.77B — down 12% from $8.86B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of AES and 39 opened new positions — a net loss of 11 holders — while 152 trimmed existing stakes and 154 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $263M. The largest seller was Fidelity Investments, cutting an estimated $157M.
- 392 institutional investors held AES (AES) as of Q1 2015, down from 408 in Q4 2014.
- Funds reported $7.77B of AES stock for Q1 2015, down 12% quarter-over-quarter.
- 39 funds opened new AES positions in Q1 2015 and 50 closed out, a net change of -11 holders.
- The largest AES buyer in Q1 2015 was T. Rowe Price Associates, an estimated $263M added.
- The largest AES seller in Q1 2015 was Fidelity Investments, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2015.