AES
525 hedge funds and large institutions have $8.81B invested in AES in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 50 closing their positions.
162% more call options, than puts
Call options by funds: $21.7M | Put options by funds: $8.28M
24% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 50
1% more funds holding
Funds holding: 518 → 525 (+7)
3% more capital invested
Capital invested by funds: $8.55B → $8.81B (+$267M)
7% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 196
1.92% less ownership
Funds ownership: 97.11% → 95.19% (-1.9%)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$161M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$112M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.7M |
| 4 |
ClearBridge Investments
New York
|
+$51.4M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
-$247M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$232M |
| 3 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$57.5M |
| 4 |
Millennium Management
New York
|
-$37.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$33.4M |
AES Hedge Fund Activity: Q3 2018 in Review
525 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2018, worth a combined $8.81B — up 3.1% from $8.55B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new AES positions and 50 closed out — a net gain of 12 holders — while 182 added to existing stakes and 196 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $161M. The largest seller was Aristotle Capital Management, cutting an estimated $247M.
- 525 institutional investors held AES (AES) as of Q3 2018, up from 518 in Q2 2018.
- Funds reported $8.81B of AES stock for Q3 2018, up 3.1% quarter-over-quarter.
- 62 funds opened new AES positions in Q3 2018 and 50 closed out, a net change of +12 holders.
- The largest AES buyer in Q3 2018 was Bank of Montreal, an estimated $161M added.
- The largest AES seller in Q3 2018 was Aristotle Capital Management, an estimated $247M sold.
Based on aggregated 13F filings for Q3 2018.