AES
530 hedge funds and large institutions have $10B invested in AES in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 173 increasing their positions, 219 reducing their positions, and 80 closing their positions.
112% more call options, than puts
Call options by funds: $7.46M | Put options by funds: $3.52M
4% less capital invested
Capital invested by funds: $10.4B → $10B (-$371M)
1.11% less ownership
Funds ownership: 94.05% → 92.95% (-1.1%)
5% less funds holding
Funds holding: 555 → 530 (-25)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
21% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 219
26% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$82M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$64M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$55.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$49M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$36.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$62M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$57.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$41.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$32.3M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$31.9M |
AES Hedge Fund Activity: Q3 2019 in Review
530 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2019, worth a combined $10B — down 3.6% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of AES and 59 opened new positions — a net loss of 21 holders — while 219 trimmed existing stakes and 173 added.
The largest buyer was Ameriprise, adding an estimated $82M. The largest seller was Prudential Financial, cutting an estimated $62M.
- 530 institutional investors held AES (AES) as of Q3 2019, down from 555 in Q2 2019.
- Funds reported $10B of AES stock for Q3 2019, down 3.6% quarter-over-quarter.
- 59 funds opened new AES positions in Q3 2019 and 80 closed out, a net change of -21 holders.
- The largest AES buyer in Q3 2019 was Ameriprise, an estimated $82M added.
- The largest AES seller in Q3 2019 was Prudential Financial, an estimated $62M sold.
Based on aggregated 13F filings for Q3 2019.