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469 hedge funds and large institutions have $7.23B invested in AES in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 177 increasing their positions, 154 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $1.67M

81% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 154

6% more funds holding

Funds holding: 441469 (+28)

0.48% less ownership

Funds ownership: 94.82%94.34% (-0.48%)

10% less capital invested

Capital invested by funds: $7.99B → $7.23B (-$763M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
469
Holders Change
+28
Holders Change %
+6.35%
% of All Funds
11.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
85
Increased
177
Reduced
154
Closed
47
Calls
$10.8M
Puts
$1.67M
Net Calls
+$9.1M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$4.39M -$174K -14,860 -4%
Axa
127
Axa
France
$4.34M +$3.27M +278,200 +293%
N
128
Nuveen
North Carolina
$4.18M +$1.96M +167,009 +86%
AG
129
Aperio Group
California
$3.99M -$433K -36,916 -10%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$3.87M -$94.1K -8,013 -2%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$3.86M -$229K -19,513 -6%
AIG
132
American International Group
New York
$3.84M -$36.9K -3,143 -0.9%
AAF
133
Andra AP-fonden
Sweden
$3.76M +$184K +15,700 +5%
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$3.73M -$510K -43,446 -12%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$3.68M -$573K -48,802 -13%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.51M +$52.6K +4,478 +2%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.21M +$54.5K +4,639 +2%
Schroder Investment Management Group
138
Schroder Investment Management Group
United Kingdom
$3.2M +$912K +77,675 +39%
SAM
139
Securian Asset Management
Minnesota
$3.13M +$649K +55,261 +26%
CIBC World Market
140
CIBC World Market
Ontario, Canada
$3.08M +$1.04M +88,708 +50%
MAM
141
Meeder Asset Management
Ohio
$2.97M -$648K -55,206 -18%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$2.88M -$936K -79,724 -24%
AssetMark Inc
143
AssetMark Inc
California
$2.84M +$547K +46,596 +24%
CBOA
144
Commonwealth Bank of Australia
Australia
$2.7M +$169K +14,357 +7%
SG Americas Securities
145
SG Americas Securities
New York
$2.63M +$351K +29,885 +15%
USAA
146
United Services Automobile Association
Texas
$2.54M -$9.91K -844 -0.4%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.5M -$169K -14,420 -6%
VKH
148
Virtu KCG Holdings
New York
$2.4M +$1.49M +126,896 +160%
Calamos Advisors
149
Calamos Advisors
Illinois
$2.37M +$1.14M +97,029 +91%
NIPH
150
NN Investment Partners Holdings
Netherlands
$2.34M -$60.4K -5,149 -2%

AES Hedge Fund Activity: Q4 2016 in Review

469 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2016, worth a combined $7.23B — down 9.5% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AES positions and 47 closed out — a net gain of 38 holders — while 177 added to existing stakes and 154 trimmed.

The largest buyer was AJO LP, adding an estimated $75.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $263M.

  • 469 institutional investors held AES (AES) as of Q4 2016, up from 441 in Q3 2016.
  • Funds reported $7.23B of AES stock for Q4 2016, down 9.5% quarter-over-quarter.
  • 85 funds opened new AES positions in Q4 2016 and 47 closed out, a net change of +38 holders.
  • The largest AES buyer in Q4 2016 was AJO LP, an estimated $75.1M added.
  • The largest AES seller in Q4 2016 was T. Rowe Price Associates, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2016.