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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
WPA
451
West Paces Advisors
Georgia
$3.78K +$3.81K +325 New
TWA
452
TCI Wealth Advisors
Arizona
$3K
ZB
453
Zions Bancorporation
Utah
$3K
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.68K +228 New
DSC
455
Duncker Streett & Co
Missouri
$2K
KT
456
Kanaly Trust
Texas
$2K
VCM
457
Versant Capital Management
Arizona
$2K
PFBT
458
Parkside Financial Bank & Trust
Missouri
$2K +$775 +66 +58%
WTB
459
Washington Trust Bank
Washington
$1K -$1.22K -104 -56%
NR
460
Newfound Research
Massachusetts
$1K -$12 -1 -0.9%
FTUS
461
Flow Traders U.S.
New York
$1K
IWC
462
Integrated Wealth Counsel
California
$1K
WA
463
WealthTrust-Arizona
Arizona
$1K +$12 +1 +1%
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$998 +85 New
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.17K +100 New
CFD
466
Creative Financial Designs
Indiana
$1K +$1.19K +101 New
LS
467
Livforsakringsbolaget Skandia
Sweden
$189 +$128K +10,869 +203%
BFM
468
Boothbay Fund Management
New York
$127 +$128K +10,931 New
MTB
469
Mizuho Trust & Banking
Japan
-$14.1M -1,095,957 Closed
Renaissance Technologies
470
Renaissance Technologies
New York
-$10.9M -846,000 Closed
SCA
471
Secor Capital Advisors
New York
-$9.01M -701,126 Closed
Arrowstreet Capital
472
Arrowstreet Capital
Massachusetts
-$6.87M -534,700 Closed
NI
473
Numeric Investors
Massachusetts
-$5.79M -450,500 Closed
Marshall Wace
474
Marshall Wace
United Kingdom
-$5.4M -420,400 Closed
LPU
475
Lansdowne Partners (UK)
United Kingdom
-$5.26M -409,151 Closed

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.