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483 hedge funds and large institutions have $6.7B invested in AES in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 184 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $6.08M

16% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 64

1% more funds holding

Funds holding: 478483 (+5)

0.61% more ownership

Funds ownership: 93.05%93.66% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $6.77B → $6.7B (-$73.3M)

12% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 184

Holders
483
Holders Change
+5
Holders Change %
+1.05%
% of All Funds
10.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
74
Increased
162
Reduced
184
Closed
64
Calls
$33.7M
Puts
$6.08M
Net Calls
+$27.6M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
251
FormulaFolio Investments
Michigan
$900K +$899K +83,118 New
B
252
BP
United Kingdom
$888K
Holocene Advisors
253
Holocene Advisors
New York
$887K +$886K +81,866 New
JIM
254
Jupiter Investment Management
United Kingdom
$886K -$35.9M -3,315,466 -98%
MAM
255
Meeder Asset Management
Ohio
$871K -$1.45M -134,453 -63%
SDIC
256
South Dakota Investment Council
South Dakota
$866K
ERSOT
257
Employees Retirement System of Texas
Texas
$856K +$433K +40,000 +103%
CIM
258
Cambria Investment Management
California
$849K +$67.9K +6,276 +9%
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$846K
HW
260
Hancock Whitney
Mississippi
$805K -$388K -35,888 -33%
Wolverine Trading
261
Wolverine Trading
Illinois
$804K +$803K +74,206 New
GC
262
Globeflex Capital
California
$794K -$65.4K -6,048 -8%
NI
263
Numeric Investors
Massachusetts
$766K -$182K -16,800 -19%
FEG
264
Fund Evaluation Group
Ohio
$744K +$743K +68,720 New
FMT
265
First Mercantile Trust
Tennessee
$729K -$129K -11,893 -15%
DWA
266
Douglass Winthrop Advisors
New York
$712K -$120K -11,068 -14%
WAM
267
World Asset Management
Michigan
$691K -$32.3K -2,986 -4%
GHCM
268
Glen Harbor Capital Management
California
$688K +$53.7K +4,964 +8%
VCM
269
Virtue Capital Management
Tennessee
$685K +$685K +63,284 New
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$679K -$5.47K -506 -0.8%
NMERB
271
New Mexico Educational Retirement Board
New Mexico
$665K
W
272
Wealthfront
California
$661K +$314K +29,068 +91%
COPPSERS
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$640K +$58.1K +5,373 +10%
PA
274
Profund Advisors
Maryland
$632K -$72.7K -6,719 -10%
IRC
275
Investors Research Corp
Georgia
$629K +$628K +58,075 New

AES Hedge Fund Activity: Q4 2017 in Review

483 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2017, worth a combined $6.7B — down 1.1% from $6.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AES positions and 64 closed out — a net gain of 10 holders — while 162 added to existing stakes and 184 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Boston Partners, cutting an estimated $189M.

  • 483 institutional investors held AES (AES) as of Q4 2017, up from 478 in Q3 2017.
  • Funds reported $6.7B of AES stock for Q4 2017, down 1.1% quarter-over-quarter.
  • 74 funds opened new AES positions in Q4 2017 and 64 closed out, a net change of +10 holders.
  • The largest AES buyer in Q4 2017 was Fidelity Investments, an estimated $109M added.
  • The largest AES seller in Q4 2017 was Boston Partners, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2017.