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479 hedge funds and large institutions have $6.92B invested in AES in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 191 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 47

23% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 155

2% more funds holding

Funds holding: 469479 (+10)

2% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $14.7M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.42% less ownership

Funds ownership: 94.34%93.92% (-0.42%)

4% less capital invested

Capital invested by funds: $7.23B → $6.92B (-$311M)

Holders
479
Holders Change
+10
Holders Change %
+2.13%
% of All Funds
11.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
191
Reduced
155
Closed
47
Calls
$15.1M
Puts
$14.7M
Net Calls
+$367K
Net Calls Change
-$8.74M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
451
Tarbox Family Office
California
$6K
FANJ
452
Financial Architects (New Jersey)
New Jersey
$6K +$6.46K +566 New
WIM
453
Westside Investment Management
California
$5.7K
BTIS
454
BB&T Investment Services
North Carolina
$5K +$69 +6 +1%
AAF
455
Andra AP-fonden
Sweden
$4.95K +$1.37M +119,500 +37%
MCM
456
MV Capital Management
Maryland
$4K
OFW
457
Omnia Family Wealth
Florida
$4K
HS
458
Horan Securities
United States
$4K +$3.77K +330 New
WPA
459
West Paces Advisors
Georgia
$3.63K
PMFA
460
Plante Moran Financial Advisors
Michigan
$3K -$12.8K -1,121 -79%
TWA
461
TCI Wealth Advisors
Arizona
$3K
PFSC
462
Peoples Financial Services Corp
Pennsylvania
$3K +$3.36K +294 New
BIG
463
Bellwether Investment Group
Tennessee
$3K +$3.44K +301 New
FPFS
464
First Personal Financial Services
North Carolina
$2K -$2.63K -230 -53%
MUS
465
Mitsubishi UFJ Securities
Japan
$2K -$2.06K -180 -50%
ZB
466
Zions Bancorporation
Utah
$2K -$583 -51 -18%
DSC
467
Duncker Streett & Co
Missouri
$2K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$2K
VCM
469
Versant Capital Management
Arizona
$2K
NR
470
Newfound Research
Massachusetts
$1K -$34 -3 -3%
CFD
471
Creative Financial Designs
Indiana
$1K
PFGIA
472
Patriot Financial Group Insurance Agency
Massachusetts
$1K
WA
473
WealthTrust-Arizona
Arizona
$1K +$11 +1 +0.9%
BWM
474
Baystate Wealth Management
Massachusetts
$1K +$914 +80 New
ASN
475
Advisory Services Network
Georgia
$1K +$1.14K +100 New