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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
WBC
301
Westpac Banking Corp
Australia
$452K
EP
302
Elkfork Partners
Oregon
$445K +$34.7K +3,212 +8%
MYLI
303
Meiji Yasuda Life Insurance
Japan
$445K +$212K +19,560 +91%
KRS
304
Kentucky Retirement Systems
Kentucky
$441K +$2.06K +190 +0.5%
DIA
305
Denver Investment Advisors
Colorado
$433K -$26.7K -2,470 -6%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$433K -$13K -1,200 -3%
DVM
307
Dreman Value Management
Florida
$422K
BFM
308
Boothbay Fund Management
New York
$418K +$87.1K +8,052 +26%
POIA
309
Pin Oak Investment Advisors
Texas
$412K +$411K +38,000 New
WEC
310
Winslow Evans & Crocker
Massachusetts
$412K
WA
311
Whitebox Advisors
Minnesota
$406K +$113K +10,487 +39%
IG
312
ING Group
Netherlands
$403K +$402K +37,180 New
LIA
313
LS Investment Advisors
Michigan
$397K +$15.1K +1,395 +4%
GIA
314
Gateway Investment Advisers
Ohio
$394K -$49.2K -4,546 -11%
AMI
315
Amica Mutual Insurance
Rhode Island
$375K
FBC
316
Fairfield, Bush & Co
Connecticut
$368K -$49.2K -4,550 -12%
HighTower Advisors
317
HighTower Advisors
Illinois
$359K -$183K -16,898 -34%
II
318
IFM Investors
Australia
$354K -$13.9K -1,288 -4%
AT
319
Arden Trust
Delaware
$354K -$930 -86 -0.3%
RCM
320
Riverhead Capital Management
Delaware
$352K +$28.2K +2,606 +9%
HIM
321
Hermes Investment Management
United Kingdom
$330K
Loomis, Sayles & Company
322
Loomis, Sayles & Company
Massachusetts
$327K +$30.6K +2,829 +10%
TAM
323
Tyers Asset Management
Texas
$324K +$25.3K +2,336 +8%
GH
324
GAM Holding
Switzerland
$322K +$322K +29,764 New
CSS
325
Cubist Systematic Strategies
Connecticut
$320K -$382K -35,269 -54%

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.