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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
GL
351
GLG LLC
New York
$224K
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$217K +$3.58K +331 +2%
CG
353
Caprock Group
Idaho
$217K +$87.3K +8,073 +69%
CAM
354
Carret Asset Management
New York
$214K -$5.41K -500 -2%
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$214K +$40.8K +3,773 +24%
V
356
Veritable
Delaware
$213K -$34.1K -3,152 -14%
JIR
357
James Investment Research
Ohio
$207K -$82.3K -7,610 -28%
Mirae Asset Global Investments
358
Mirae Asset Global Investments
South Korea
$206K -$14.8K -1,372 -7%
RCAG
359
Rehmann Capital Advisory Group
Michigan
$206K -$3.75K -347 -2%
JCM
360
Janney Capital Management
Pennsylvania
$191K -$10.3M -955,065 -98%
TG
361
TLP Group
Illinois
$191K -$78.1K -7,217 -29%
KRSITF
362
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$190K +$887 +82 +0.5%
KI
363
Koch Industries
Kansas
$186K +$186K +17,154 New
MERSOM
364
Municipal Employees' Retirement System of Michigan
Michigan
$185K
CC
365
ClearArc Capital
Ohio
$182K -$1.62K -150 -0.9%
AFA
366
Aurora Financial Advisors
Massachusetts
$179K +$180K +16,615 New
II
367
Inspire Investing
Idaho
$178K +$178K +16,429 New
Cambridge Investment Research Advisors
368
Cambridge Investment Research Advisors
Iowa
$177K +$51.1K +4,724 +41%
KA
369
Kovack Advisors
Florida
$176K -$10.8K -1,000 -6%
CI
370
Conning Inc
Connecticut
$167K -$11.3K -1,040 -6%
Parallax Volatility Advisers
371
Parallax Volatility Advisers
California
$167K +$163K +15,063 +3,995%
KFC
372
Klingenstein Fields & Co
New York
$166K +$45.2K +4,180 +37%
BWM
373
Buckley Wealth Management
Nevada
$163K +$163K +15,057 New
AZA
374
Arthur Zaske & Associates
Michigan
$160K
FPCG
375
Fort Pitt Capital Group
Pennsylvania
$160K

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.