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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
MI
426
Markston International
New York
$30K
MA
427
MUFG Americas
New York
$30K
FMTCOCP
428
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27.3K
CCM
429
Covington Capital Management
California
$26K
ZB
430
Zions Bancorporation
Utah
$24K -$2.25K -208 -8%
EWM
431
Evercore Wealth Management
New York
$23K
GLI
432
Guardian Life Insurance
New York
$23K +$7K +647 +44%
IWM
433
IHT Wealth Management
Illinois
$21K
QCG
434
Quadrant Capital Group
Ohio
$20K
TRCT
435
Tower Research Capital (TRC)
New York
$17K -$11.4K -1,053 -40%
BFEC
436
Benjamin F. Edwards & Company
Missouri
$17K
SLF
437
Sun Life Financial
Ontario, Canada
$16K -$36.8K -3,402 -70%
LWM
438
Lenox Wealth Management
Ohio
$16K -$1.56K -144 -9%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$15K -$13.6K -1,256 -47%
RFC
440
Regions Financial Corp
Alabama
$15K +$14.9K +1,375 New
OIA
441
OneDigital Investment Advisors
Kansas
$14K +$995 +92 +8%
SWM
442
SeaCrest Wealth Management
New York
$14K +$14K +1,292 New
PA
443
Parallel Advisors
California
$11K +$11 +1 +0.1%
GWM
444
Geneos Wealth Management
Colorado
$11K +$1.24K +115 +12%
CAW
445
Cornerstone Advisors (Washington)
Washington
$10K -$141 -13 -1%
FRA
446
Front Row Advisors
California
$9K +$8.77K +811 New
BBHC
447
Brown Brothers Harriman & Co
New York
$9K +$9.39K +868 New
CPA
448
Clear Perspective Advisors
Illinois
$8K
GRP
449
Global Retirement Partners
California
$8K
AC
450
Avestar Capital
New York
$8K +$12K +1,110 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.