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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
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$159K
ZDA
377
Zweig-DiMenna Associates
New York
$156K +$156K +14,400 New
AIP
378
Ameritas Investment Partners
Nebraska
$155K -$15.8K -1,462 -9%
DI
379
Diligent Investors
California
$154K -$4.33K -400 -3%
CBTWT
380
Community Bank & Trust (Waco, Texas)
Texas
$154K +$7.55K +698 +5%
MML Investors Services
381
MML Investors Services
Massachusetts
$150K +$33.7K +3,111 +29%
HVIA
382
Hudson Valley Investment Advisors
New York
$149K -$1.07K -99 -0.5%
LNB
383
Ledyard National Bank
$145K
QT
384
Quantbot Technologies
New York
$144K -$1.08M -99,728 -88%
BIAS
385
Beacon Investment Advisory Services
New Jersey
$142K +$142K +13,118 New
FC
386
Financial Consulate
Maryland
$138K
ST
387
Smithfield Trust
Pennsylvania
$137K -$12.1K -1,117 -8%
BHWM
388
Bar Harbor Wealth Management
New Hampshire
$136K -$48.8K -4,510 -26%
TC
389
Trilogy Capital
California
$135K +$134K +12,425 New
Group One Trading
390
Group One Trading
Illinois
$132K +$51.9K +4,800 +65%
Creative Planning
391
Creative Planning
Kansas
$131K -$50.3K -4,649 -28%
CONA
392
Capital One National Association
New York
$130K -$204K -18,848 -61%
SAM
393
Silvercrest Asset Management
New York
$130K
RG
394
Renaissance Group
Kentucky
$128K -$3.23K -299 -2%
ECM
395
Everence Capital Management
Indiana
$127K -$183K -16,960 -59%
MCA
396
Morris Capital Advisors
Pennsylvania
$125K -$2.52K -233 -2%
TCA
397
Teewinot Capital Advisers
New York
$116K
Victory Capital Management
398
Victory Capital Management
Texas
$113K -$4.96K -458 -4%
RIM
399
Redwood Investment Management
Arizona
$113K +$113K +10,438 New
PCM
400
Prelude Capital Management
New York
$110K -$417K -38,521 -79%

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.