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415 hedge funds and large institutions have $8.87B invested in AES in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 182 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $2.44M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

38% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 132

2% more funds holding

Funds holding: 405415 (+10)

0.36% more ownership

Funds ownership: 85.42%85.77% (+0.36%)

1% less capital invested

Capital invested by funds: $8.96B → $8.87B (-$87.4M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
46
Increased
182
Reduced
132
Closed
29
Calls
$21.5M
Puts
$2.44M
Net Calls
+$19M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Herndon Capital Management
Georgia
$78M -$787K -55,802 -1%
SO
27
STRS Ohio
Ohio
$73.4M +$6.08M +431,000 +9%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$72M -$2.43M -172,439 -3%
TGA
29
Trilogy Global Advisors
Florida
$70.7M +$7.21M +511,200 +12%
CBOA
30
Commonwealth Bank of Australia
Australia
$70.6M -$6.21M -439,981 -8%
Charles Schwab
31
Charles Schwab
California
$70.1M +$21M +1,488,746 +44%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$69.9M -$679K -48,090 -1%
Norges Bank
33
Norges Bank
Norway
$65.1M +$505K +35,817 +0.8%
GF
34
Gabelli Funds
New York
$64M +$169K +12,000 +0.3%
CLM
35
ClearBridge LLC (Maryland)
Maryland
$58.3M -$165K -11,689 -0.3%
GE
36
General Electric
Ohio
$55.3M +$840K +59,540 +2%
AC
37
Avenir Corporation
Virginia
$53.9M +$1.15M +81,725 +2%
Goldman Sachs
38
Goldman Sachs
New York
$52.4M -$2.52M -178,338 -5%
Legal & General Group
39
Legal & General Group
United Kingdom
$49.4M +$917K +64,989 +2%
RFC
40
Russell Frank Company
Washington
$48.8M +$10.1M +716,300 +27%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$45.6M -$982K -69,600 -2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$42M +$988K +70,000 +2%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$39.5M +$4.53M +320,774 +13%
AllianceBernstein
44
AllianceBernstein
Tennessee
$38.2M +$18.2M +1,292,824 +94%
Axa
45
Axa
France
$37.7M +$24.4M +1,731,740 +190%
BTS
46
BB&T Securities
Virginia
$35.9M +$59.2K +4,193 +2%
Jennison Associates
47
Jennison Associates
New York
$35.1M -$17.6M -1,246,237 -34%
GC
48
Guggenheim Capital
Illinois
$34.8M -$1.33M -94,047 -4%
TCIM
49
TIAA CREF Investment Management
New York
$34.5M -$24.9M -1,764,360 -42%
MAA
50
Managed Account Advisors
New Jersey
$34M +$1.59M +112,804 +5%

AES Hedge Fund Activity: Q1 2014 in Review

415 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2014, worth a combined $8.87B — down 0.98% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AES positions and 29 closed out — a net gain of 17 holders — while 182 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $92.3M.

  • 415 institutional investors held AES (AES) as of Q1 2014, up from 405 in Q4 2013.
  • Funds reported $8.87B of AES stock for Q1 2014, down 0.98% quarter-over-quarter.
  • 46 funds opened new AES positions in Q1 2014 and 29 closed out, a net change of +17 holders.
  • The largest AES buyer in Q1 2014 was Vanguard Group, an estimated $43.5M added.
  • The largest AES seller in Q1 2014 was Fidelity Investments, an estimated $92.3M sold.

Based on aggregated 13F filings for Q1 2014.