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550 hedge funds and large institutions have $8.84B invested in AES in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 182 increasing their positions, 222 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.77M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

50% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 58

5% more funds holding

Funds holding: 525550 (+25)

0% more capital invested

Capital invested by funds: $8.81B → $8.84B (+$28.2M)

1.38% less ownership

Funds ownership: 95.19%93.81% (-1.4%)

18% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 222

Holders
550
Holders Change
+25
Holders Change %
+4.76%
% of All Funds
12.25%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
87
Increased
182
Reduced
222
Closed
58
Calls
$16.8M
Puts
$4.77M
Net Calls
+$12.1M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
526
Macroview Investment Management
Maryland
$3K
Parallax Volatility Advisers
527
Parallax Volatility Advisers
California
$3K +$2.45K +163 +959%
SFA
528
Semmax Financial Advisors
North Carolina
$3K +$2.79K +186 New
MSA
529
Marino Stram & Associates
Massachusetts
$3K +$3.03K +202 New
Fidelity International
530
Fidelity International
Bermuda
$2K -$210 -14 -11%
OFW
531
Omnia Family Wealth
Florida
$2K
SIS
532
Sound Income Strategies
Florida
$2K
VCM
533
Versant Capital Management
Arizona
$2K
WA
534
WealthTrust-Arizona
Arizona
$2K +$15 +1 +0.9%
AF
535
Advisornet Financial
Minnesota
$2K +$1.68K +112 New
CCM
536
Copeland Capital Management
Pennsylvania
$2K +$2.12K +141 New
RFM
537
Royal Fund Management
Florida
$2K +$2.33K +155 New
CAGAS
538
Capital Advisory Group Advisory Services
Minnesota
$1K
PFSC
539
Peoples Financial Services Corp
Pennsylvania
$1K
VNA
540
Valley National Advisers
Pennsylvania
$1K
BWM
541
Baystate Wealth Management
Massachusetts
$1K +$15 +1 +1%
FCA
542
FinTrust Capital Advisors
South Carolina
$1K +$691 +46 New
PCP
543
Proficio Capital Partners
Massachusetts
$1K +$691 +46 New
PWM
544
PRW Wealth Management
Massachusetts
$1K +$931 +62 New
APW
545
Acima Private Wealth
Virginia
$1K +$1.14K +76 New
BWM
546
BerganKDV Wealth Management
Minnesota
$1K +$1.28K +85 New
BCA
547
Berman Capital Advisors
Georgia
$1K +$1.52K +101 New
AA
548
ALPS Advisors
Colorado
-$49.7M -3,550,891 Closed
ECP
549
Electron Capital Partners
New York
-$31.9M -2,281,711 Closed
HCM
550
Howard Capital Management
Georgia
-$11M -803,005 Closed

AES Hedge Fund Activity: Q4 2018 in Review

550 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2018, worth a combined $8.84B — up 0.32% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AES positions and 58 closed out — a net gain of 29 holders — while 182 added to existing stakes and 222 trimmed.

The largest buyer was Capital World Investors, adding an estimated $91.1M. The largest seller was Fidelity Investments, cutting an estimated $170M.

  • 550 institutional investors held AES (AES) as of Q4 2018, up from 525 in Q3 2018.
  • Funds reported $8.84B of AES stock for Q4 2018, up 0.32% quarter-over-quarter.
  • 87 funds opened new AES positions in Q4 2018 and 58 closed out, a net change of +29 holders.
  • The largest AES buyer in Q4 2018 was Capital World Investors, an estimated $91.1M added.
  • The largest AES seller in Q4 2018 was Fidelity Investments, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.