We are live on ! Find out more

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
GWM
426
Geneos Wealth Management
Colorado
$16K +$35 +3 +0.2%
SLF
427
Sun Life Financial
Ontario, Canada
$14.5K -$111K -9,447 -98%
FHA
428
First Horizon Advisors
Tennessee
$13K
CHP
429
Cable Hill Partners
Oregon
$12K +$10.9K +929 +1,308%
CAW
430
Cornerstone Advisors (Washington)
Washington
$11K -$14.7K -1,250 -58%
HR
431
Howe & Rusling
New York
$10K +$528 +45 +6%
PA
432
Parallel Advisors
California
$10K +$9.98K +850 New
GRP
433
Global Retirement Partners
California
$9K +$8.97K +764 New
MIFH
434
Migdal Insurance & Financial Holdings
Israel
$8K +$8.16K +695 New
CG
435
Cutler Group
California
$7K
TFO
436
Tarbox Family Office
California
$7K +$1.23K +105 +22%
AII
437
AGF Investments Inc
Ontario, Canada
$7K +$7.16K +610 New
SWA
438
Sutton Wealth Advisors
Florida
$6.52K -$35 -3 -0.5%
WIM
439
Westside Investment Management
California
$6.01K +$6K +511 New
CTC
440
Central Trust Company
Missouri
$6K
NFG
441
Next Financial Group
Texas
$6K
EARNEST Partners
442
EARNEST Partners
Georgia
$6K +$5.87K +500 New
BWP
443
Baldwin Wealth Partners
Massachusetts
$5K
CIA
444
ClearBridge Investments (Australia)
Australia
$5K +$4.55K +388 New
FPFS
445
First Personal Financial Services
North Carolina
$5K +$4.93K +420 +4,200%
BTIS
446
BB&T Investment Services
North Carolina
$5K +$5.22K +445 New
MUS
447
Mitsubishi UFJ Securities
Japan
$4K -$12.8K -1,090 -75%
MCM
448
MV Capital Management
Maryland
$4K
EF
449
Empirical Finance
Pennsylvania
$4K +$3.74K +319 New
OFW
450
Omnia Family Wealth
Florida
$4K +$3.92K +334 New

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.