We are live on ! Find out more

478 hedge funds and large institutions have $6.77B invested in AES in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 167 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.79M

15% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 93.14%93.05% (-0.09%)

1% less capital invested

Capital invested by funds: $6.83B → $6.77B (-$63.7M)

2% less funds holding

Funds holding: 489478 (-11)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

Holders
478
Holders Change
-11
Holders Change %
-2.25%
% of All Funds
11.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
192
Reduced
167
Closed
46
Calls
$10.2M
Puts
$2.79M
Net Calls
+$7.42M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$22.6M -$67.4M -6,036,207 -75%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$22M +$536K +48,074 +2%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$21.6M +$915K +81,972 +4%
EDRH
54
Edmond de Rothschild Holding
Switzerland
$21.6M -$181K -16,200 -0.8%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$21.6M +$1.12M +100,214 +5%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$21.3M +$21.5M +1,928,870 New
CM
57
Churchill Management
California
$19.5M -$1.27M -114,173 -6%
Lazard Asset Management
58
Lazard Asset Management
New York
$19.2M -$1.04M -92,817 -5%
O
59
OppenheimerFunds
New York
$18.6M +$9.67M +866,280 +106%
TA
60
Teachers Advisors
New York
$18.4M +$833K +74,624 +5%
FQ
61
First Quadrant
California
$18M -$904K -81,005 -5%
Credit Agricole
62
Credit Agricole
France
$17.3M -$1.2M -107,587 -6%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$16.4M -$2.45M -219,339 -13%
PCA
64
Personal Capital Advisors
California
$15.3M +$800K +71,677 +5%
LSV Asset Management
65
LSV Asset Management
Illinois
$15.1M -$32.6M -2,917,968 -68%
AllianceBernstein
66
AllianceBernstein
Tennessee
$14.9M +$966K +86,593 +7%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$14.8M -$32.7K -2,926 -0.2%
Morgan Stanley
68
Morgan Stanley
New York
$14.7M -$17.3M -1,553,976 -54%
Aberdeen Group
69
Aberdeen Group
United Kingdom
$14.4M +$14.6M +1,306,173 New
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$14.3M +$78 +7 +0%
Citigroup
71
Citigroup
New York
$13.8M +$12M +1,076,030 +616%
HA
72
Heartland Advisors
Wisconsin
$13.8M
BC
73
Blackstart Capital
New York
$13.5M +$13.7M +1,229,311 New
Asset Management One
74
Asset Management One
Japan
$13.3M -$647K -57,963 -5%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$13.3M +$736K +65,950 +6%

AES Hedge Fund Activity: Q3 2017 in Review

478 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2017, worth a combined $6.77B — down 0.93% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of AES and 41 opened new positions — a net loss of 5 holders — while 167 trimmed existing stakes and 192 added.

The largest buyer was Fidelity Investments, adding an estimated $90.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.9M.

  • 478 institutional investors held AES (AES) as of Q3 2017, down from 489 in Q2 2017.
  • Funds reported $6.77B of AES stock for Q3 2017, down 0.93% quarter-over-quarter.
  • 41 funds opened new AES positions in Q3 2017 and 46 closed out, a net change of -5 holders.
  • The largest AES buyer in Q3 2017 was Fidelity Investments, an estimated $90.2M added.
  • The largest AES seller in Q3 2017 was T. Rowe Price Associates, an estimated $89.9M sold.

Based on aggregated 13F filings for Q3 2017.