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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$12.4M +$1.08M +99,478 +10%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$12.3M -$3.26K -301 -0%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$12.3M +$170K +15,730 +1%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$12.2M +$1.4M +129,100 +13%
Citigroup
80
Citigroup
New York
$11.9M -$1.64M -151,247 -12%
SCM
81
Symons Capital Management
Pennsylvania
$11.3M -$962K -88,883 -8%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$11.1M
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$11M +$1.77M +163,216 +19%
FQ
84
First Quadrant
California
$10.7M -$6.98M -645,615 -40%
Principal Financial Group
85
Principal Financial Group
Iowa
$10.6M -$82.2K -7,599 -0.8%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$9.78M -$195K -18,000 -2%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$9.49M -$89.3K -8,250 -0.9%
NSAM
88
North Star Asset Management
Wisconsin
$9.43M +$133K +12,250 +1%
Lord, Abbett & Co
89
Lord, Abbett & Co
New Jersey
$9.27M -$14.1K -1,300 -0.2%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$9.09M -$2M -184,423 -18%
BCM
91
BlueCrest Capital Management
Jersey
$8.75M +$7.54M +696,668 +627%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$8.27M +$769K +71,084 +10%
CIM
93
Corbyn Investment Management
Maryland
$8.23M -$114K -10,575 -1%
BC
94
Blackstart Capital
New York
$8.12M -$5.19M -479,311 -39%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$8.06M +$7.25M +669,738 +904%
Caisse de Depot et Placement du Quebec (CDPQ)
96
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.9M -$144K -13,300 -2%
PI
97
PineBridge Investments
New York
$7.6M -$1.29M -119,387 -15%
HCM
98
Howard Capital Management
Georgia
$7.6M +$7.59M +701,649 New
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$7.14M -$1.92M -177,792 -21%
MHI
100
Miller Howard Investments
New York
$7M -$654K -60,458 -9%

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.