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415 hedge funds and large institutions have $8.87B invested in AES in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 182 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $2.44M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

38% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 132

2% more funds holding

Funds holding: 405415 (+10)

0.36% more ownership

Funds ownership: 85.42%85.77% (+0.36%)

1% less capital invested

Capital invested by funds: $8.96B → $8.87B (-$87.4M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
46
Increased
182
Reduced
132
Closed
29
Calls
$21.5M
Puts
$2.44M
Net Calls
+$19M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
301
Legacy Private Trust
Wisconsin
$364K +$157K +11,160 +78%
IIM
302
Ironwood Investment Management
Massachusetts
$358K
SGH
303
Schonfeld Group Holdings
New York
$352K -$87.1K -6,174 -20%
CC
304
Cipher Capital
New York
$351K +$89.8K +6,367 +35%
WEC
305
Winslow Evans & Crocker
Massachusetts
$351K +$310K +22,000 +856%
QAM
306
Quantres Asset Management
Cayman Islands
$346K +$341K +24,200 New
OMCS
307
Old Mutual Customised Solutions
South Africa
$341K
DL
308
Delta Lloyd
Netherlands
$337K
LPL Financial
309
LPL Financial
California
$337K +$18K +1,276 +6%
LIA
310
LS Investment Advisors
Michigan
$329K +$69K +4,889 +27%
IA
311
Icon Advisers
Colorado
$326K
KRSITF
312
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K -$7.63K -541 -2%
DTL
313
Dynamic Technology Lab
Singapore
$323K +$319K +22,602 New
MERSOM
314
Municipal Employees' Retirement System of Michigan
Michigan
$320K +$24K +1,700 +8%
MYAM
315
Meiji Yasuda Asset Management
Japan
$311K -$65.9K -4,670 -18%
ST
316
Spot Trading
Illinois
$300K +$296K +21,001 New
BMO
317
Beck Mack & Oliver
New York
$298K
BC
318
Banced Corp
Illinois
$297K -$804 -57 -0.3%
GVT
319
Genesee Valley Trust
New York
$294K -$103K -7,293 -26%
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
$293K
PAM
321
Princeton Alpha Management
New Jersey
$289K +$285K +20,222 New
WFM
322
Wilmington Funds Management
Delaware
$284K
Nordea Investment Management
323
Nordea Investment Management
Sweden
$282K
DILH
324
Dai-ichi Life Holdings
Japan
$273K
CI
325
Conning Inc
Connecticut
$273K +$32.2K +2,280 +14%

AES Hedge Fund Activity: Q1 2014 in Review

415 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2014, worth a combined $8.87B — down 0.98% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AES positions and 29 closed out — a net gain of 17 holders — while 182 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $92.3M.

  • 415 institutional investors held AES (AES) as of Q1 2014, up from 405 in Q4 2013.
  • Funds reported $8.87B of AES stock for Q1 2014, down 0.98% quarter-over-quarter.
  • 46 funds opened new AES positions in Q1 2014 and 29 closed out, a net change of +17 holders.
  • The largest AES buyer in Q1 2014 was Vanguard Group, an estimated $43.5M added.
  • The largest AES seller in Q1 2014 was Fidelity Investments, an estimated $92.3M sold.

Based on aggregated 13F filings for Q1 2014.