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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
LS
401
Livforsakringsbolaget Skandia
Sweden
$109K -$67.1K -6,200 -38%
OC
402
Oppenheimer & Co
New York
$108K -$216K -20,000 -67%
PVH
403
Psagot Value Holdings
Israel
$108K
FMLI
404
Fukoku Mutual Life Insurance
Japan
$104K
AIL
405
AGF Investments LLC
Ontario, Canada
$102K -$11.2K -1,034 -10%
SO
406
STRS Ohio
Ohio
$90K
RIM
407
Rampart Investment Management
Connecticut
$89K -$6.89K -637 -7%
SOAMC
408
Spirit of America Management Corp
New York
$87K
WAM
409
Wealthspire Advisors (Maryland)
Maryland
$74K +$47.7K +4,410 +182%
DCM
410
Dupont Capital Management
Delaware
$68K +$68.3K +6,316 New
HNB
411
Huntington National Bank
Ohio
$60K -$94.5K -8,731 -61%
SWP
412
Stratos Wealth Partners
Ohio
$58K +$57.5K +5,318 New
EA
413
Edge Advisors
Georgia
$51K
TAM
414
Tiverton Asset Management
Delaware
$51K +$227 +21 +0.5%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$47K +$822 +76 +2%
ARMT
416
Amica Retiree Medical Trust
Rhode Island
$42K
GXMC
417
Global X Management Company
New York
$42K +$6.75K +624 +19%
SPIA
418
Steward Partners Investment Advisory
New York
$39K -$4.49K -415 -10%
TL
419
TrueWealth LLC
Georgia
$37K +$36.8K +3,400 New
First Manhattan
420
First Manhattan
New York
$34K
CG
421
Cutler Group
California
$33K +$33.9K +3,133 New
1832 Asset Management
422
1832 Asset Management
Ontario, Canada
$32K -$38.2K -3,530 -55%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$31K -$2.29K -212 -7%
MCM
424
Manchester Capital Management
Vermont
$31K
AIM
425
Advantage Investment Management
Iowa
$31K +$30.9K +2,853 New

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.