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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
GIS
376
Guardian Investor Services
New York
$72K +$1.85K +131 +3%
AR
377
Advisory Research
Illinois
$72K +$71.3K +5,050 New
HR
378
Howe & Rusling
New York
$71K +$51.4K +3,642 +269%
DVM
379
Dreman Value Management
Florida
$65K +$1.09K +77 +2%
First Manhattan
380
First Manhattan
New York
$57K
GLI
381
Guardian Life Insurance
New York
$53K +$3.13K +222 +6%
ST
382
Smithfield Trust
Pennsylvania
$47K -$254 -18 -0.5%
SAMC
383
Shinko Asset Management Company
Japan
$39K
TFO
384
Tarbox Family Office
California
$38K +$2.03K +144 +6%
WAM
385
Wolverine Asset Management
Illinois
$32K
TIM
386
Tortoise Investment Management
New York
$31K
MI
387
Markston International
New York
$29K
MA
388
MUFG Americas
New York
$26K -$9.04K -641 -26%
Manulife (Manufacturers Life Insurance)
389
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.2K +$132K +9,326 +0.5%
MAM
390
Mizuho Asset Management
Japan
$21K
DADC
391
D.A. Davidson & Co
Montana
$20K -$2.55K -181 -11%
HCM
392
Horrell Capital Management
Arkansas
$20K
CFG
393
CKW Financial Group
Hawaii
$18K
W
394
Wealthfront
California
$17K +$17K +1,208 New
FHA
395
First Horizon Advisors
Tennessee
$16K
SSB
396
Sandy Spring Bank
Maryland
$16K
AC
397
Alexandria Capital
Virginia
$16K +$15.3K +1,086 New
CBT
398
Central Bank & Trust
Kentucky
$15K
HRIA
399
Haberer Registered Investment Advisor
Ohio
$14K
M
400
MOTCO
Texas
$11K

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.