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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
KA
326
Kovack Advisors
Florida
$247K +$12 +1 +0%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$243K -$19.7K -1,678 -7%
MERSOM
328
Municipal Employees' Retirement System of Michigan
Michigan
$243K +$1.06K +90 +0.4%
RJT
329
Raymond James Trust
Florida
$237K -$54.6K -4,655 -19%
CAM
330
Carret Asset Management
New York
$235K -$26.1K -2,225 -10%
VIA
331
Virtus Investment Advisers
Connecticut
$234K -$765K -65,201 -76%
VF
332
Virtu Financial
New York
$222K +$224K +19,100 New
CIAN
333
Capstone Investment Advisors (Netherlands)
New York
$213K +$215K +18,318 New
YMRC
334
Yorktown Management & Research Company
Virginia
$209K +$211K +18,000 New
TMAM
335
Tokio Marine Asset Management
Japan
$207K -$70.4K -5,998 -25%
DnB Asset Management
336
DnB Asset Management
Norway
$201K +$203K +17,300 New
TRCT
337
Tower Research Capital (TRC)
New York
$200K +$182K +15,495 +905%
CI
338
Conning Inc
Connecticut
$197K -$8.22K -700 -4%
CC
339
ClearArc Capital
Ohio
$186K -$1.24K -106 -0.7%
MSV
340
MN Services Vermogensbeheer
Netherlands
$186K
HVIA
341
Hudson Valley Investment Advisors
New York
$186K +$187K +15,969 New
TG
342
TLP Group
Illinois
$186K +$188K +16,046 New
AIP
343
Ameritas Investment Partners
Nebraska
$183K
DI
344
Diligent Investors
California
$182K -$5.87K -500 -3%
ECM
345
ETrade Capital Management
Virginia
$181K +$183K +15,600 New
II
346
IFM Investors
Australia
$179K +$181K +15,383 New
BCM
347
Bayesian Capital Management
New York
$179K +$181K +15,400 New
ST
348
Smithfield Trust
Pennsylvania
$177K -$2.61K -222 -1%
EWM
349
Evercore Wealth Management
New York
$176K -$4.39K -374 -2%
1832 Asset Management
350
1832 Asset Management
Ontario, Canada
$176K +$178K +15,190 New

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.