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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
DADC
451
D.A. Davidson & Co
Montana
$8K
GRP
452
Global Retirement Partners
California
$8K
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.78K -$1.04M -90,977 -99%
ZB
454
Zions Bancorporation
Utah
$7K +$4.49K +391 +173%
HAM
455
Highstreet Asset Management
Ontario, Canada
$7K +$7K +610 New
ADL
456
Asset Dedication LLC
California
$7K +$7.37K +642 New
FC
457
Ferris Capital
Massachusetts
$7K +$7.75K +675 New
SWA
458
Sutton Wealth Advisors
Florida
$6.94K +$735 +64 +11%
TFO
459
Tarbox Family Office
California
$6K
BTIS
460
BB&T Investment Services
North Carolina
$6K +$115 +10 +2%
SFSIG
461
San Francisco Sentry Investment Group
California
$6K +$5.89K +513 New
IR
462
Invictus RG
Bermuda
$6K +$6.04K +526 New
WIM
463
Westside Investment Management
California
$5.59K
TRCT
464
Tower Research Capital (TRC)
New York
$5K -$17.6K -1,535 -76%
PMFA
465
Plante Moran Financial Advisors
Michigan
$5K +$1.88K +164 +55%
FPFS
466
First Personal Financial Services
North Carolina
$5K +$3.33K +290 +145%
OFW
467
Omnia Family Wealth
Florida
$4K
GBT
468
Grove Bank & Trust
Florida
$4K +$3.79K +330 New
WPA
469
West Paces Advisors
Georgia
$3.61K
FANJ
470
Financial Architects (New Jersey)
New Jersey
$3K -$3.62K -315 -56%
PFSC
471
Peoples Financial Services Corp
Pennsylvania
$3K
TWA
472
TCI Wealth Advisors
Arizona
$3K
PFBT
473
Parkside Financial Bank & Trust
Missouri
$3K +$1.46K +127 +71%
MCM
474
MV Capital Management
Maryland
$2K -$1.56K -136 -41%
VCM
475
Versant Capital Management
Arizona
$2K -$563 -49 -20%

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.