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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
Fiera Capital (Canada)
526
Fiera Capital (Canada)
Quebec, Canada
-$130K -11,817 Closed
PI
527
Putnam Investments
Massachusetts
-$126K -11,433 Closed
GT
528
Greenleaf Trust
Michigan
-$116K -10,500 Closed
LOAME
529
Lombard Odier Asset Management (Europe)
United Kingdom
-$113K -10,243 Closed
MCC
530
Malaga Cove Capital
California
-$96K -8,640 Closed
CSA
531
Cottage Street Advisors
Massachusetts
-$274K -8,450 Closed
PHK
532
Point72 Hong Kong
Hong Kong
-$85K -7,687 Closed
Fuller & Thaler Asset Management
533
Fuller & Thaler Asset Management
California
-$74K -6,700 Closed
PG
534
PEAK6 Group
Illinois
-$53.8K -4,976 Closed
EAM
535
Exane Asset Management
France
-$50.3K -4,568 Closed
KF
536
Krilogy Financial
Missouri
-$29K -2,658 Closed
OSAM
537
O'Shaughnessy Asset Management
Connecticut
-$20K -1,784 Closed
WT
538
Whittier Trust
California
-$12K -1,118 Closed
FHA
539
First Horizon Advisors
Tennessee
-$8K -724 Closed
ADL
540
Asset Dedication LLC
California
-$7K -642 Closed
CAL
541
Capital Analysts LLC
Pennsylvania
-$6K -589 Closed
PMFA
542
Plante Moran Financial Advisors
Michigan
-$5K -460 Closed
Bessemer Group
543
Bessemer Group
New Jersey
-$3K -311 Closed
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
-$2K -155 Closed
WPA
545
West Paces Advisors
Georgia
-$1.09K -99 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.