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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
AZA
351
Arthur Zaske & Associates
Michigan
$172K +$173K +14,762 New
FPCG
352
Fort Pitt Capital Group
Pennsylvania
$171K +$173K +14,735 New
FB
353
Fulton Bank
Pennsylvania
$170K -$18.3K -1,560 -10%
CG
354
Caprock Group
Idaho
$170K -$10.9K -925 -6%
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$169K +$14.1K +1,200 +9%
CA
356
Commerzbank Aktiengesellschaft
Germany
$168K -$7.97K -679 -4%
SB
357
Suntrust Banks
Georgia
$164K +$19.3K +1,640 +13%
ECM
358
Everence Capital Management
Indiana
$163K
HighTower Advisors
359
HighTower Advisors
Illinois
$163K +$165K +14,090 New
AT
360
Arden Trust
Delaware
$161K +$1.1K +94 +0.7%
LA
361
Lucus Advisors
New York
$159K +$160K +13,672 New
NFA
362
Nuveen Fund Advisors
Illinois
$157K -$13K -1,106 -8%
PI
363
Putnam Investments
Massachusetts
$157K -$10.6K -900 -6%
NIMC
364
NWQ Investment Management Company
California
$156K
DILIC
365
Dai-ichi Life Insurance Company
Japan
$156K +$158K +13,451 New
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$151K -$916 -78 -0.6%
PP
367
PDT Partners
New York
$147K +$148K +12,646 New
TAM
368
Tocqueville Asset Management
New York
$145K -$4.01K -342 -3%
Victory Capital Management
369
Victory Capital Management
Texas
$144K -$2.18K -186 -1%
SAM
370
Silvercrest Asset Management
New York
$143K +$3.45K +294 +2%
RG
371
Renaissance Group
Kentucky
$142K +$3.05K +260 +2%
MCA
372
Morris Capital Advisors
Pennsylvania
$141K -$117 -10 -0.1%
TCM
373
Teza Capital Management
Illinois
$136K +$138K +11,724 New
LNWWM
374
Laird Norton Wetherby Wealth Management
California
$135K -$1.57K -134 -1%
LOAME
375
Lombard Odier Asset Management (Europe)
United Kingdom
$135K

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.