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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
O
51
OppenheimerFunds
New York
$22.9M +$4.61M +426,442 +25%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$22.5M -$1.8M -166,125 -7%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$22.4M +$1.21M +111,626 +6%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$22.4M -$330K -30,473 -1%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$22M +$718K +66,401 +3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$21M -$607K -56,080 -3%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$20.2M -$2.45M -226,191 -11%
AAMU
58
Amundi Asset Management US
Massachusetts
$19.5M +$19.5M +1,798,351 New
Two Sigma Advisers
59
Two Sigma Advisers
New York
$18.4M +$2.22M +205,600 +14%
TA
60
Teachers Advisors
New York
$17.7M -$327K -30,193 -2%
DF
61
Donoghue Forlines
Massachusetts
$17.6M +$17.6M +1,625,257 New
CS
62
Credit Suisse
Switzerland
$16.4M +$3.4M +313,832 +26%
LSV Asset Management
63
LSV Asset Management
Illinois
$16.3M +$1.41M +130,700 +10%
AllianceBernstein
64
AllianceBernstein
Tennessee
$16.3M +$1.62M +149,883 +11%
HA
65
Heartland Advisors
Wisconsin
$16.2M +$2.64M +244,000 +20%
PCA
66
Personal Capital Advisors
California
$16.1M +$994K +91,926 +7%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$15.7M +$2.64M +244,353 +20%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$14.7M +$626K +57,908 +4%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$14.4M -$74.1K -6,850 -0.5%
Asset Management One
70
Asset Management One
Japan
$14.3M +$1.18M +108,668 +9%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$13.9M -$227K -21,023 -2%
Morgan Stanley
72
Morgan Stanley
New York
$13.9M -$540K -49,911 -4%
Canada Life
73
Canada Life
Manitoba, Canada
$13.1M +$1.39M +128,340 +12%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$13M +$1.17M +108,377 +10%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$12.7M +$128K +11,808 +1%

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.