We are live on ! Find out more

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
FNFDCM
326
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$269K -$49.2K -3,485 -16%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$268K
Truist Financial
328
Truist Financial
North Carolina
$268K +$264K +18,745 New
IRS
329
Invictus RG (Singapore)
Singapore
$263K -$124K -8,801 -32%
Franklin Resources
330
Franklin Resources
California
$258K +$1.79K +127 +0.7%
WT
331
Whittier Trust
California
$254K -$37K -2,625 -13%
BOTW
332
Bank of the West
California
$248K +$23.7K +1,683 +11%
VAM
333
Visium Asset Management
New York
$243K -$1.4M -98,877 -85%
SC
334
Sumit Capital
New York
$241K +$238K +16,865 New
V
335
Veritable
Delaware
$236K +$17.3K +1,229 +8%
TC
336
TradeLink Capital
Illinois
$235K
FCH
337
Freestone Capital Holdings
Washington
$234K -$13.3K -946 -5%
Fuller & Thaler Asset Management
338
Fuller & Thaler Asset Management
California
$234K
FAAS
339
First Allied Advisory Services
California
$232K +$29.2K +2,070 +15%
ZDA
340
Zweig-DiMenna Associates
New York
$230K
PAM
341
PartnerRe Asset Management
Connecticut
$227K +$1.61K +114 +0.7%
Thrivent Financial for Lutherans
342
Thrivent Financial for Lutherans
Minnesota
$221K +$2.82K +200 +1%
AB
343
Amalgamated Bank
New York
$217K -$3.98K -282 -2%
NCMG
344
NCM Capital Management Group
North Carolina
$216K
T
345
TradeWorx
New Jersey
$213K -$287K -20,305 -58%
EWM
346
Evercore Wealth Management
New York
$208K
FMT
347
First Mercantile Trust
Tennessee
$206K
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$196K
CCM
349
Covington Capital Management
California
$195K
TC
350
TFS Capital
Pennsylvania
$190K +$188K +13,309 New

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.