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415 hedge funds and large institutions have $8.87B invested in AES in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 182 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $2.44M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

38% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 132

2% more funds holding

Funds holding: 405415 (+10)

0.36% more ownership

Funds ownership: 85.42%85.77% (+0.36%)

1% less capital invested

Capital invested by funds: $8.96B → $8.87B (-$87.4M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
46
Increased
182
Reduced
132
Closed
29
Calls
$21.5M
Puts
$2.44M
Net Calls
+$19M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
101
Westpac Banking Corp
Australia
$10.1M +$3.87M +274,430 +64%
JCM
102
Janney Capital Management
Pennsylvania
$9.91M +$1.17M +83,132 +14%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$9.89M +$9.77M +692,706 New
Swiss National Bank
104
Swiss National Bank
Switzerland
$9.5M -$927K -65,700 -9%
APG Asset Management
105
APG Asset Management
Netherlands
$9.26M +$357K +25,307 +4%
PFC
106
Phocas Financial Corp
California
$9.11M -$195K -13,852 -2%
ACI
107
AMP Capital Investors
Australia
$8.94M +$4.1M +290,525 +87%
PI
108
Putnam Investments
Massachusetts
$8.92M -$14.1K -999 -0.2%
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$8.59M +$8.48M +601,300 New
PAM
110
Panagora Asset Management
Massachusetts
$8.27M +$1.58M +111,956 +24%
H
111
Hexavest
Quebec, Canada
$7.9M +$66.3K +4,697 +0.9%
WCM
112
Winton Capital Management
United Kingdom
$7.67M +$7.58M +537,138 New
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.54M -$2.64M -186,858 -26%
MAM
114
Martingale Asset Management
Massachusetts
$7.2M +$139K +9,857 +2%
NSAM
115
North Star Asset Management
Wisconsin
$7.16M -$88.5K -6,270 -1%
PI
116
PGGM Investments
Netherlands
$6.95M +$6.87M +486,843 New
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$6.93M +$27.6K +1,957 +0.4%
TA
118
Teachers Advisors
New York
$6.88M -$3.68M -260,852 -35%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$6.82M -$1.77M -125,441 -21%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$6.37M -$293K -20,794 -4%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$6.35M -$693K -49,148 -10%
HW
122
Hancock Whitney
Mississippi
$6.33M +$38.9K +2,756 +0.6%
Aviva
123
Aviva
United Kingdom
$6.18M -$184K -13,008 -3%
Allianz Asset Management
124
Allianz Asset Management
Germany
$6.12M +$612K +43,390 +11%
DSA
125
Davis Selected Advisers
Arizona
$5.95M

AES Hedge Fund Activity: Q1 2014 in Review

415 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2014, worth a combined $8.87B — down 0.98% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AES positions and 29 closed out — a net gain of 17 holders — while 182 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $92.3M.

  • 415 institutional investors held AES (AES) as of Q1 2014, up from 405 in Q4 2013.
  • Funds reported $8.87B of AES stock for Q1 2014, down 0.98% quarter-over-quarter.
  • 46 funds opened new AES positions in Q1 2014 and 29 closed out, a net change of +17 holders.
  • The largest AES buyer in Q1 2014 was Vanguard Group, an estimated $43.5M added.
  • The largest AES seller in Q1 2014 was Fidelity Investments, an estimated $92.3M sold.

Based on aggregated 13F filings for Q1 2014.