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
UCFA
351
United Capital Financial Advisors
Texas
$189K +$13.3K +946 +8%
AIP
352
Ameritas Investment Partners
Nebraska
$187K -$9K -638 -5%
CA
353
Cornerstone Advisors
North Carolina
$180K
FMLI
354
Fukoku Mutual Life Insurance
Japan
$177K
CI
355
Constellation Investments
Ohio
$176K +$2.82K +200 +2%
BCMU
356
BlueCrest Capital Management (UK)
Guernsey
$174K +$171K +12,152 New
KeyBank National Association
357
KeyBank National Association
Ohio
$173K -$5.66K -401 -3%
Commonwealth Equity Services
358
Commonwealth Equity Services
Massachusetts
$173K +$171K +12,117 New
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$172K +$170K +12,079 New
GIM
360
Goelzer Investment Management
Indiana
$171K -$14.1K -1,000 -8%
MC
361
Montag & Caldwell
Georgia
$171K +$169K +12,000 New
ECM
362
Everence Capital Management
Indiana
$170K
RG
363
Renaissance Group
Kentucky
$166K +$7.11K +504 +5%
B
364
Baird
Wisconsin
$164K +$162K +11,489 New
LNWWM
365
Laird Norton Wetherby Wealth Management
California
$153K +$3.91K +277 +3%
Toronto Dominion Bank
366
Toronto Dominion Bank
Ontario, Canada
$150K +$536 +38 +0.4%
Envestnet Asset Management
367
Envestnet Asset Management
Illinois
$150K +$8.76K +621 +6%
AGM
368
Alpine Global Management
New York
$150K +$148K +10,517 New
EWM
369
Evermay Wealth Management
Virginia
$146K -$790 -56 -0.5%
WTIM
370
Wilmington Trust Investment Management
Delaware
$145K -$67.7K -4,800 -32%
BAM
371
Brave Asset Management
New Jersey
$121K
NYLT
372
New York Life Trust
New York
$110K +$2.82K +200 +3%
IMS
373
Index Management Solutions
Pennsylvania
$95K +$7.08K +502 +8%
MA
374
MCF Advisors
Kentucky
$81K +$282 +20 +0.4%
MCM
375
Manchester Capital Management
Vermont
$74K +$72.8K +5,162 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.