AES
405 hedge funds and large institutions have $8.96B invested in AES in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 173 increasing their positions, 128 reducing their positions, and 31 closing their positions.
304% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $4.63M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
87% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 31
35% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 128
18% more capital invested
Capital invested by funds: $7.6B → $8.96B (+$1.36B)
8.37% more ownership
Funds ownership: 77.05% → 85.42% (+8.4%)
7% more funds holding
Funds holding: 379 → 405 (+26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$134M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$121M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$112M |
| 4 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$71.9M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$55.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$108M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$62.4M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$28.5M |
| 4 |
BlackRock
New York
|
-$26.1M |
| 5 |
Citigroup
New York
|
-$18.6M |
AES Hedge Fund Activity: Q4 2013 in Review
405 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2013, worth a combined $8.96B — up 18% from $7.6B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new AES positions and 31 closed out — a net gain of 27 holders — while 173 added to existing stakes and 128 trimmed.
The largest buyer was Boston Partners, adding an estimated $134M. The largest seller was T. Rowe Price Associates, cutting an estimated $108M.
- 405 institutional investors held AES (AES) as of Q4 2013, up from 379 in Q3 2013.
- Funds reported $8.96B of AES stock for Q4 2013, up 18% quarter-over-quarter.
- 58 funds opened new AES positions in Q4 2013 and 31 closed out, a net change of +27 holders.
- The largest AES buyer in Q4 2013 was Boston Partners, an estimated $134M added.
- The largest AES seller in Q4 2013 was T. Rowe Price Associates, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2013.