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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
CIM
401
Contravisory Investment Management
Massachusetts
$57K +$42.8K +3,645 +299%
AC
402
Alexandria Capital
Virginia
$56K +$2.58K +220 +5%
EA
403
Edge Advisors
Georgia
$55K +$56.7K +4,832 New
Fuller & Thaler Asset Management
404
Fuller & Thaler Asset Management
California
$50K
ARMT
405
Amica Retiree Medical Trust
Rhode Island
$45K +$45.7K +3,894 New
QCG
406
Quadrant Capital Group
Ohio
$40K +$1.14K +97 +3%
First Manhattan
407
First Manhattan
New York
$37K -$9.39K -800 -20%
MFS
408
MSI Financial Services
Massachusetts
$36K +$94 +8 +0.3%
PHK
409
Point72 Hong Kong
Hong Kong
$36K +$14K +1,196 +63%
MCM
410
Manchester Capital Management
Vermont
$33K
MI
411
Markston International
New York
$33K
DADC
412
D.A. Davidson & Co
Montana
$32K -$11.7K -1,000 -26%
FMTCOCP
413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29.3K +$29.6K +2,525 New
GLI
414
Guardian Life Insurance
New York
$29K +$599 +51 +2%
WAM
415
Wolverine Asset Management
Illinois
$26K
GXMC
416
Global X Management Company
New York
$26K +$10.3K +878 +63%
Bessemer Group
417
Bessemer Group
New Jersey
$25K +$14.7K +1,250 +140%
Creative Planning
418
Creative Planning
Kansas
$24K +$1.43K +122 +6%
Loomis, Sayles & Company
419
Loomis, Sayles & Company
Massachusetts
$23K +$23.2K +1,978 New
PIA
420
Piedmont Investment Advisors
North Carolina
$21.8K +$21.8K +1,853 +8,824%
KF
421
Krilogy Financial
Missouri
$21K -$12.2K -1,036 -36%
MA
422
MCF Advisors
Kentucky
$20K
WAM
423
Wealthspire Advisors (Maryland)
Maryland
$17K -$1.61K -137 -8%
PMFA
424
Plante Moran Financial Advisors
Michigan
$16K -$516 -44 -3%
MA
425
MUFG Americas
New York
$16K

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.