We are live on ! Find out more

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
SCM
126
Stevens Capital Management
Pennsylvania
$4.17M -$2.76M -255,502 -40%
WG
127
Winton Group
United Kingdom
$4.12M -$728K -67,302 -15%
Aviva
128
Aviva
United Kingdom
$3.96M -$570K -52,699 -13%
WSC
129
Wellington Shields & Co
New York
$3.92M +$3.91M +361,500 New
VOYA Investment Management
130
VOYA Investment Management
Georgia
$3.89M -$60.8K -5,619 -2%
CI
131
Capital International
California
$3.88M -$3.99M -368,854 -51%
UBS Group
132
UBS Group
Switzerland
$3.82M +$787K +72,760 +26%
AAF
133
Andra AP-fonden
Sweden
$3.79M +$305K +28,200 +9%
Robeco Institutional Asset Management
134
Robeco Institutional Asset Management
Netherlands
$3.77M +$61.7K +5,700 +2%
RPA
135
Rock Point Advisors
Vermont
$3.71M +$3.7M +342,380 New
FNT
136
First National Trust
Pennsylvania
$3.66M +$1.22M +112,630 +50%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$3.59M
Calamos Advisors
138
Calamos Advisors
Illinois
$3.57M -$75.7K -6,996 -2%
Federated Hermes
139
Federated Hermes
Pennsylvania
$3.47M +$1.12M +103,413 +48%
CIP
140
Convergence Investment Partners
Florida
$3.45M +$3.44M +318,438 New
UCFA
141
United Capital Financial Advisors
Texas
$3.44M +$3.46M +320,093 New
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.39M +$5.37K +496 +0.2%
HIMCH
143
Hartford Investment Management Co (HIMCO)
Connecticut
$3.38M +$1.74M +160,990 +107%
BCM
144
Buckhead Capital Management
Georgia
$3.36M -$216K -20,000 -6%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$3.29M -$95.1K -8,788 -3%
JG
146
Jefferies Group
New York
$3.25M +$73.2K +6,766 +2%
VAM
147
Visionary Asset Management
Texas
$3.21M +$3.21M +296,530 New
ST
148
Sentinel Trust
Texas
$3.18M +$37.7K +3,485 +1%
AG
149
Aperio Group
California
$3.15M -$575K -53,123 -15%
AI
150
Atria Investments
North Carolina
$3.14M +$3.14M +289,848 New

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.