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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
Geode Capital Management
26
Geode Capital Management
Massachusetts
$69.3M +$3.73M +318,059 +6%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$63.5M +$651K +55,488 +1%
ClearBridge Investments
28
ClearBridge Investments
New York
$63.4M -$1.61M -137,379 -2%
TSW
29
Thompson Siegel & Walmsley
Virginia
$62.9M +$51.5M +4,388,090 +426%
LSV Asset Management
30
LSV Asset Management
Illinois
$59.2M -$443K -37,700 -0.7%
GC
31
Guggenheim Capital
Illinois
$55.8M +$4.43M +377,720 +9%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$52.1M -$821K -69,904 -2%
Legal & General Group
33
Legal & General Group
United Kingdom
$42.5M -$1.96M -167,033 -4%
GF
34
Gabelli Funds
New York
$42.1M
AC
35
Avenir Corporation
Virginia
$42.1M -$1.1M -93,801 -3%
Charles Schwab
36
Charles Schwab
California
$37.7M +$1.07M +91,463 +3%
JHIU
37
Janus Henderson Investors US
Colorado
$32.6M +$27.7M +2,359,671 +525%
Lazard Asset Management
38
Lazard Asset Management
New York
$31M -$4.21M -358,283 -12%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$30.6M +$4.76M +405,457 +18%
EDRH
40
Edmond de Rothschild Holding
Switzerland
$30.3M -$5.28M -450,000 -15%
CIS
41
Capital International Sarl
California
$29.6M -$17.4M -1,483,400 -37%
PPA
42
Parametric Portfolio Associates
Washington
$27.8M +$4.01M +341,851 +17%
TCIM
43
TIAA CREF Investment Management
New York
$26.8M -$3.57M -304,154 -12%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$25.9M -$513K -43,679 -2%
Morgan Stanley
45
Morgan Stanley
New York
$25.7M +$9.6M +817,749 +59%
UBS AM
46
UBS AM
Illinois
$25.5M +$1.02M +87,004 +4%
HCM
47
Herndon Capital Management
Georgia
$25.1M -$46.7M -3,980,929 -65%
FQ
48
First Quadrant
California
$23.8M +$23.5M +2,001,670 +4,699%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$23.6M -$298K -25,400 -1%
PCA
50
Personal Capital Advisors
California
$23.6M +$2.31M +196,807 +11%

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.