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489 hedge funds and large institutions have $6.83B invested in AES in 2017 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 178 increasing their positions, 197 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $3.06M

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

2% more funds holding

Funds holding: 479489 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.77% less ownership

Funds ownership: 93.92%93.14% (-0.77%)

1% less capital invested

Capital invested by funds: $6.92B → $6.83B (-$83.5M)

10% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 197

Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
12.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
178
Reduced
197
Closed
34
Calls
$12.5M
Puts
$3.06M
Net Calls
+$9.43M
Net Calls Change
+$9.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MI
426
Markston International
New York
$31K
MA
427
MUFG Americas
New York
$31K
FMTCOCP
428
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28.1K
WAM
429
Wealthspire Advisors (Maryland)
Maryland
$28K +$6.01K +523 +26%
BGIM
430
Brandywine Global Investment Management
Pennsylvania
$27K -$6.76M -588,630 -100%
AIM
431
Acrospire Investment Management
Illinois
$27K +$27.6K +2,400 New
Creative Planning
432
Creative Planning
Kansas
$26K +$4.25K +370 +18%
WAM
433
Wolverine Asset Management
Illinois
$24K
EWM
434
Evercore Wealth Management
New York
$23K
CHP
435
Cable Hill Partners
Oregon
$22K +$23K +2,000 New
KF
436
Krilogy Financial
Missouri
$20K -$597 -52 -3%
BFEC
437
Benjamin F. Edwards & Company
Missouri
$18K +$18.4K +1,600 New
LWM
438
Lenox Wealth Management
Ohio
$18K +$18.4K +1,600 New
GLI
439
Guardian Life Insurance
New York
$17K -$12.1K -1,050 -41%
MIFH
440
Migdal Insurance & Financial Holdings
Israel
$17K +$322 +28 +2%
FPS
441
Fieldpoint Private Securities
Connecticut
$15K
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$14K -$38.3K -3,332 -71%
Group One Trading
443
Group One Trading
Illinois
$12K -$431K -37,536 -97%
OIA
444
OneDigital Investment Advisors
Kansas
$12K +$12.6K +1,100 New
PA
445
Parallel Advisors
California
$11K
CAW
446
Cornerstone Advisors (Washington)
Washington
$10K
GWM
447
Geneos Wealth Management
Colorado
$10K
PHK
448
Point72 Hong Kong
Hong Kong
$10K +$10.6K +921 New
HR
449
Howe & Rusling
New York
$9K +$253 +22 +3%
FHA
450
First Horizon Advisors
Tennessee
$8K -$2.15K -187 -21%

AES Hedge Fund Activity: Q2 2017 in Review

489 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2017, worth a combined $6.83B — down 1.2% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AES positions and 34 closed out — a net gain of 13 holders — while 178 added to existing stakes and 197 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $274M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 489 institutional investors held AES (AES) as of Q2 2017, up from 479 in Q1 2017.
  • Funds reported $6.83B of AES stock for Q2 2017, down 1.2% quarter-over-quarter.
  • 47 funds opened new AES positions in Q2 2017 and 34 closed out, a net change of +13 holders.
  • The largest AES buyer in Q2 2017 was Fidelity Investments, an estimated $274M added.
  • The largest AES seller in Q2 2017 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2017.