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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
WA
476
WealthTrust-Arizona
Arizona
$1K +$22 +2 +2%
FGC
477
Financial Gravity Companies
Texas
$1K +$584 +54 New
LC
478
Landaas & Company
Wisconsin
$1K +$790 +73 New
Financial Engines Advisors
479
Financial Engines Advisors
California
$1K +$1.16K +107 New
AWA
480
Acorn Wealth Advisors
Michigan
$1K +$1.18K +109 New
GFP
481
Gryphon Financial Partners
Ohio
$1K +$1.49K +138 New
PCG
482
Private Capital Group
Connecticut
$7 +$1.24K +115 New
CM
483
Churchill Management
California
-$19.5M -1,766,087 Closed
Credit Agricole
484
Credit Agricole
France
-$17.3M -1,567,526 Closed
NFA
485
Nationwide Fund Advisors
Ohio
-$13.2M -1,200,530 Closed
WI
486
WBI Investments
New Jersey
-$7.17M -651,030 Closed
SCA
487
Secor Capital Advisors
New York
-$6.19M -561,995 Closed
HCM
488
Highbridge Capital Management
New York
-$4.96M -450,428 Closed
AIM
489
Assured Investment Management
New York
-$3.8M -344,714 Closed
NC
490
Northpointe Capital
Michigan
-$2.98M -270,095 Closed
AP
491
AHL Partners
United Kingdom
-$1.9M -172,721 Closed
HCM
492
Hengehold Capital Management
Ohio
-$1.7M -154,273 Closed
SIM
493
Spark Investment Management
New York
-$1.52M -138,100 Closed
Squarepoint
494
Squarepoint
New York
-$1.3M -117,673 Closed
SB
495
Suntrust Banks
Georgia
-$1.1M -99,816 Closed
BSAM
496
Blue Sky Asset Management
Colorado
-$1.08M -97,309 Closed
NIT
497
NumerixS Investment Technologies
British Columbia, Canada
-$1.03M -93,560 Closed
Jacobs Levy Equity Management
498
Jacobs Levy Equity Management
New Jersey
-$942K -85,500 Closed
Baird Financial Group
499
Baird Financial Group
Wisconsin
-$681K -61,772 Closed
PIA
500
Piedmont Investment Advisors
North Carolina
-$668K -60,577 Closed

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.