AES
387 hedge funds and large institutions have $8.66B invested in AES in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 169 increasing their positions, 125 reducing their positions, and 40 closing their positions.
198% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $4.8M
35% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 125
11% more capital invested
Capital invested by funds: $7.77B → $8.66B (+$885M)
9.77% more ownership
Funds ownership: 86.22% → 95.99% (+9.8%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 40
1% less funds holding
Funds holding: 392 → 387 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$134M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$106M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$79.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.9M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$63.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$60.2M |
| 2 |
SO
STRS Ohio
Columbus,
Ohio
|
-$47M |
| 3 |
JP Morgan Chase
New York
|
-$43M |
| 4 |
HCM
Highbridge Capital Management
New York
|
-$37.6M |
| 5 |
Two Sigma Investments
New York
|
-$27.5M |
AES Hedge Fund Activity: Q2 2015 in Review
387 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2015, worth a combined $8.66B — up 11% from $7.77B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of AES and 39 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 169 added.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $134M. The largest seller was Sound Shore Management, cutting an estimated $60.2M.
- 387 institutional investors held AES (AES) as of Q2 2015, down from 392 in Q1 2015.
- Funds reported $8.66B of AES stock for Q2 2015, up 11% quarter-over-quarter.
- 39 funds opened new AES positions in Q2 2015 and 40 closed out, a net change of -1 holder.
- The largest AES buyer in Q2 2015 was ClearBridge Investments, an estimated $134M added.
- The largest AES seller in Q2 2015 was Sound Shore Management, an estimated $60.2M sold.
Based on aggregated 13F filings for Q2 2015.