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478 hedge funds and large institutions have $6.77B invested in AES in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 167 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.79M

15% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 93.14%93.05% (-0.09%)

1% less capital invested

Capital invested by funds: $6.83B → $6.77B (-$63.7M)

2% less funds holding

Funds holding: 489478 (-11)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

Holders
478
Holders Change
-11
Holders Change %
-2.25%
% of All Funds
11.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
192
Reduced
167
Closed
46
Calls
$10.2M
Puts
$2.79M
Net Calls
+$7.42M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
326
Oakbrook Investments
Illinois
$310K -$21.2K -1,900 -6%
JFGIW
327
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$309K
TAM
328
Tyers Asset Management
Texas
$304K +$6.61K +592 +2%
Loomis, Sayles & Company
329
Loomis, Sayles & Company
Massachusetts
$302K +$20.3K +1,816 +7%
WA
330
Whitebox Advisors
Minnesota
$298K +$302K +27,019 New
LMGAM
331
Liberty Mutual Group Asset Management
Massachusetts
$295K -$269K -24,079 -47%
FAAS
332
First Allied Advisory Services
California
$295K -$32.9K -2,948 -10%
JIR
333
James Investment Research
Ohio
$294K +$837 +75 +0.3%
CA
334
Cetera Advisors
Colorado
$294K +$9.04K +810 +3%
SI
335
Stephens Inc
Arkansas
$282K -$12.9K -1,158 -4%
APFBOT
336
Amica Pension Fund Board of Trustees
Rhode Island
$282K
FM
337
Foster & Motley
Ohio
$280K -$28.7K -2,575 -9%
BOTW
338
Bank of the West
California
$278K -$117K -10,500 -29%
NB
339
Nicolet Bankshares
Wisconsin
$275K -$558 -50 -0.2%
CSA
340
Cottage Street Advisors
Massachusetts
$274K -$584K -52,350 -86%
TG
341
TLP Group
Illinois
$274K +$275K +24,641 +12,969%
CP
342
Camelot Portfolios
Ohio
$270K
ONB
343
Old National Bancorp
Indiana
$268K
Cerity Partners
344
Cerity Partners
New York
$266K +$269K +24,133 New
IIM
345
Ironwood Investment Management
Massachusetts
$259K -$2.4K -215 -0.9%
IA
346
IFP Advisors
Florida
$256K +$31.3K +2,808 +14%
V
347
Veritable
Delaware
$251K +$57.8K +5,181 +29%
HF
348
HRT Financial
New York
$242K +$245K +21,972 New
MYLI
349
Meiji Yasuda Life Insurance
Japan
$237K +$240K +21,500 New
GL
350
GLG LLC
New York
$228K -$21.5K -1,927 -9%

AES Hedge Fund Activity: Q3 2017 in Review

478 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2017, worth a combined $6.77B — down 0.93% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of AES and 41 opened new positions — a net loss of 5 holders — while 167 trimmed existing stakes and 192 added.

The largest buyer was Fidelity Investments, adding an estimated $90.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.9M.

  • 478 institutional investors held AES (AES) as of Q3 2017, down from 489 in Q2 2017.
  • Funds reported $6.77B of AES stock for Q3 2017, down 0.93% quarter-over-quarter.
  • 41 funds opened new AES positions in Q3 2017 and 46 closed out, a net change of -5 holders.
  • The largest AES buyer in Q3 2017 was Fidelity Investments, an estimated $90.2M added.
  • The largest AES seller in Q3 2017 was T. Rowe Price Associates, an estimated $89.9M sold.

Based on aggregated 13F filings for Q3 2017.