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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
Mirae Asset Global Investments
351
Mirae Asset Global Investments
South Korea
$225K -$6.33K -567 -3%
TDC
352
Thompson Davis & Co
Virginia
$223K -$163K -14,630 -42%
CAM
353
Carret Asset Management
New York
$223K
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$217K +$1.43K +128 +0.7%
RCAG
355
Rehmann Capital Advisory Group
Michigan
$213K -$5.28K -473 -2%
HVIA
356
Hudson Valley Investment Advisors
New York
$211K +$8.32K +746 +4%
RJT
357
Raymond James Trust
Florida
$201K +$7.88K +706 +4%
YMRC
358
Yorktown Management & Research Company
Virginia
$198K
ZIM
359
Zacks Investment Management
Illinois
$194K -$13.1M -1,175,480 -99%
KRSITF
360
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$192K -$6.95K -623 -3%
KA
361
Kovack Advisors
Florida
$190K -$11.2K -1,000 -5%
MERSOM
362
Municipal Employees' Retirement System of Michigan
Michigan
$188K -$42.6K -3,820 -18%
BHWM
363
Bar Harbor Wealth Management
New Hampshire
$188K -$14.6K -1,312 -7%
CC
364
ClearArc Capital
Ohio
$187K +$8.67K +777 +5%
National Pension Service
365
National Pension Service
South Korea
$187K +$36.6K +3,282 +24%
DCM
366
Dynamic Capital Management
Jersey
$185K -$51.6K -4,624 -22%
Creative Planning
367
Creative Planning
Kansas
$185K +$161K +14,391 +606%
CI
368
Conning Inc
Connecticut
$181K -$1.34K -120 -0.7%
LS
369
Livforsakringsbolaget Skandia
Sweden
$179K
Pacer Advisors
370
Pacer Advisors
Pennsylvania
$177K +$16.5K +1,483 +10%
AIP
371
Ameritas Investment Partners
Nebraska
$173K
CC
372
Cognios Capital
Kansas
$168K -$45.7K -4,098 -21%
FB
373
Fulton Bank
Pennsylvania
$165K -$5.7K -511 -3%
AZA
374
Arthur Zaske & Associates
Michigan
$163K
FPCG
375
Fort Pitt Capital Group
Pennsylvania
$162K

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.