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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
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K
KA
452
Kaizen Advisory
Illinois
$7K +$6.79K +628 New
DOA
453
D'Orazio & Associates
Virginia
$7K +$6.87K +635 New
KJWM
454
Kiley Juergens Wealth Management
Washington
$7K +$7.24K +669 New
SWA
455
Sutton Wealth Advisors
Florida
$6.77K
SFSIG
456
San Francisco Sentry Investment Group
California
$6K
TFO
457
Tarbox Family Office
California
$6K
MOS
458
MGO One Seven
Ohio
$6K +$5.64K +521 New
WIM
459
Westside Investment Management
California
$5.55K
C
460
Cerebellum
California
$5K +$4.92K +455 New
HAM
461
Highstreet Asset Management
Ontario, Canada
$4K
PFSC
462
Peoples Financial Services Corp
Pennsylvania
$3K
TWA
463
TCI Wealth Advisors
Arizona
$3K
VCM
464
Versant Capital Management
Arizona
$2K
PW
465
Price Wealth
Texas
$2K +$2.14K +198 New
LFA
466
Legacy Financial Advisors
Kentucky
$2K +$2.28K +211 New
Walleye Trading
467
Walleye Trading
New York
$1.03K +$749K +69,246 +265%
BTIS
468
BB&T Investment Services
North Carolina
$1K -$5.75K -531 -83%
PFBT
469
Parkside Financial Bank & Trust
Missouri
$1K -$498 -46 -27%
NR
470
Newfound Research
Massachusetts
$1K -$22 -2 -2%
BWM
471
Baystate Wealth Management
Massachusetts
$1K
MA
472
MCF Advisors
Kentucky
$1K
OFW
473
Omnia Family Wealth
Florida
$1K
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$1K
VNA
475
Valley National Advisers
Pennsylvania
$1K

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.