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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
SEC
276
Seven Eight Capital
New York
$464K +$469K +39,927 New
DIA
277
Denver Investment Advisors
Colorado
$462K +$467K +39,798 New
OMCS
278
Old Mutual Customised Solutions
South Africa
$453K +$74K +6,300 +19%
IG
279
ING Group
Netherlands
$444K +$158K +13,484 +55%
WEC
280
Winslow Evans & Crocker
Massachusetts
$442K
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$439K +$1.69K +144 +0.4%
QT
282
Quantbot Technologies
New York
$431K +$436K +37,148 New
CS
283
Candriam SCA
Luxembourg
$422K -$4.13M -352,232 -91%
DTL
284
Dynamic Technology Lab
Singapore
$414K +$418K +35,630 New
TDC
285
Thompson Davis & Co
Virginia
$405K
DVM
286
Dreman Value Management
Florida
$405K +$93.6K +7,976 +30%
AMI
287
Amica Mutual Insurance
Rhode Island
$403K +$407K +34,661 New
SGCA
288
Steel Grove Capital Advisors
Tennessee
$401K +$405K +34,520 New
PL
289
Parkwood LLC
Ohio
$396K +$149K +12,734 +60%
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
$395K +$399K +34,000 New
OI
291
Oakbrook Investments
Illinois
$388K -$64.6K -5,500 -14%
BOTW
292
Bank of the West
California
$383K -$284K -24,225 -42%
QI
293
QS Investors
New York
$382K
Truist Financial
294
Truist Financial
North Carolina
$379K +$88.3K +7,525 +30%
BTS
295
BB&T Securities
Virginia
$370K
Balyasny Asset Management
296
Balyasny Asset Management
Illinois
$370K +$238K +20,318 +177%
BHWM
297
Bar Harbor Wealth Management
New Hampshire
$369K
CONA
298
Capital One National Association
New York
$360K -$66.9K -5,701 -16%
JIR
299
James Investment Research
Ohio
$356K -$53.3K -4,540 -13%
HIM
300
Hermes Investment Management
United Kingdom
$354K

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.