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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
NFA
76
Nationwide Fund Advisors
Ohio
$13.2M +$538K +48,256 +4%
CS
77
Credit Suisse
Switzerland
$13.2M -$1.2M -107,350 -8%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$13.2M +$6.47M +579,825 +94%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$12.8M -$665K -59,587 -5%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$12.5M +$648K +58,108 +5%
SCM
81
Symons Capital Management
Pennsylvania
$12.5M -$531K -47,601 -4%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$12.3M +$92.7K +8,305 +0.7%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$12.1M +$3.44M +307,915 +39%
Canada Life
84
Canada Life
Manitoba, Canada
$11.9M +$1.13M +101,698 +10%
Citadel Advisors
85
Citadel Advisors
Florida
$11.6M +$11.5M +1,031,085 +4,039%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$11.5M +$506K +45,384 +5%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$11.3M
HSBC Holdings
88
HSBC Holdings
United Kingdom
$11.3M +$500K +44,807 +5%
Arrowstreet Capital
89
Arrowstreet Capital
Massachusetts
$11.1M -$17.3M -1,549,178 -61%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$11M -$89.9M -8,056,070 -89%
Principal Financial Group
91
Principal Financial Group
Iowa
$10.9M -$58.8K -5,266 -0.5%
Two Sigma Investments
92
Two Sigma Investments
New York
$10.8M -$10.6M -952,803 -49%
JCM
93
Janney Capital Management
Pennsylvania
$10.7M -$347K -31,059 -3%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$10.2M -$109K -9,800 -1%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$9.74M -$129K -11,536 -1%
NSAM
96
North Star Asset Management
Wisconsin
$9.46M -$7.7K -690 -0.1%
Lord, Abbett & Co
97
Lord, Abbett & Co
New Jersey
$9.45M -$716K -64,200 -7%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$9.42M +$2.65M +237,533 +38%
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$9.22M +$2.87M +256,956 +44%
PI
100
PineBridge Investments
New York
$9.05M +$634K +56,826 +7%

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.