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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
Connor, Clark & Lunn Investment Management (CC&L)
276
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$628K -$3.82M -352,725 -86%
NAM
277
Nissay Asset Management
Japan
$618K +$618K +57,127 New
OMCS
278
Old Mutual Customised Solutions
South Africa
$583K +$160K +14,800 +38%
Voloridge Investment Management
279
Voloridge Investment Management
Florida
$583K +$582K +53,818 New
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$578K -$62.1K -5,744 -10%
NB
281
Norinchukin Bank
Japan
$572K +$39.6K +3,657 +7%
AssetMark Inc
282
AssetMark Inc
California
$569K -$157K -14,555 -22%
MCIM
283
Meadow Creek Investment Management
Georgia
$567K +$44.2K +4,088 +8%
BC
284
Banced Corp
Illinois
$550K +$40.6K +3,749 +8%
Verition Fund Management
285
Verition Fund Management
Connecticut
$531K -$261K -24,106 -33%
M&T Bank
286
M&T Bank
New York
$528K -$32K -2,960 -6%
WCBA
287
Weaver C. Barksdale & Associates
Tennessee
$528K -$6.76K -625 -1%
LPL Financial
288
LPL Financial
California
$525K +$204K +18,884 +64%
FAAS
289
First Allied Advisory Services
California
$522K +$235K +21,702 +80%
US Bancorp
290
US Bancorp
Minnesota
$517K -$597K -55,139 -54%
SIM
291
Sentry Investment Management
Wisconsin
$515K
GCP
292
GSA Capital Partners
United Kingdom
$511K -$303K -27,974 -37%
MYAM
293
Meiji Yasuda Asset Management
Japan
$510K +$144K +13,340 +40%
Citadel Advisors
294
Citadel Advisors
Florida
$497K -$10.9M -1,010,757 -96%
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$486K -$103K -9,498 -17%
Allianz Asset Management
296
Allianz Asset Management
Germany
$477K -$4.97M -459,501 -91%
SAM
297
Shell Asset Management
Netherlands
$471K +$76.6K +7,080 +19%
ECM
298
ETrade Capital Management
Virginia
$468K -$211K -19,458 -31%
CS
299
Candriam SCA
Luxembourg
$461K -$152K -14,047 -25%
CA
300
Commerzbank Aktiengesellschaft
Germany
$453K +$74.9K +6,921 +20%

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.