We are live on ! Find out more

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
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$319K +$184K +17,034 +136%
BF
327
BOK Financial
Oklahoma
$313K -$345K -31,908 -52%
VF
328
Virtu Financial
New York
$302K -$243K -22,460 -45%
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$301K -$3.03K -280 -1%
ASN
330
Advisory Services Network
Georgia
$298K -$13.5K -1,247 -4%
RQS
331
Ramsey Quantitative Systems
Kentucky
$291K +$291K +26,909 New
LMGAM
332
Liberty Mutual Group Asset Management
Massachusetts
$285K -$4.52K -418 -2%
CA
333
Cetera Advisors
Colorado
$284K -$2.26K -209 -0.8%
OI
334
Oakbrook Investments
Illinois
$281K -$22.7K -2,100 -7%
APFBOT
335
Amica Pension Fund Board of Trustees
Rhode Island
$277K
ZIC
336
ZWJ Investment Counsel
Georgia
$272K -$43.3K -4,000 -14%
SI
337
Stephens Inc
Arkansas
$267K -$9.76K -902 -4%
NB
338
Nicolet Bankshares
Wisconsin
$267K -$3.25K -300 -1%
Cerity Partners
339
Cerity Partners
New York
$260K -$974 -90 -0.4%
IIM
340
Ironwood Investment Management
Massachusetts
$257K +$2.33K +215 +0.9%
Skandinaviska Enskilda Banken (SEB)
341
Skandinaviska Enskilda Banken (SEB)
Sweden
$254K -$825K -76,300 -76%
Simplex Trading
342
Simplex Trading
Illinois
$249K +$250K +23,073 New
APA
343
American Portfolios Advisors
New York
$247K +$247K +22,796 New
RIM
344
Redpoint Investment Management
Australia
$243K +$243K +22,479 New
FM
345
Foster & Motley
Ohio
$241K -$33.8K -3,120 -12%
IA
346
IFP Advisors
Florida
$233K -$19K -1,753 -8%
AIA
347
Allegis Investment Advisors
Idaho
$232K +$115K +10,626 +98%
Arrowstreet Capital
348
Arrowstreet Capital
Massachusetts
$231K -$10.7M -985,500 -98%
CCM
349
Cadence Capital Management
Massachusetts
$231K -$131K -12,080 -36%
BOTW
350
Bank of the West
California
$228K -$45.7K -4,226 -17%

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.