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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
MIU
151
Man Investments (UK)
United Kingdom
$4.27M +$4.22M +299,330 New
TPSF
152
Texas Permanent School Fund
Texas
$4.13M -$211K -14,961 -5%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$4.07M -$25.4K -1,800 -0.6%
FC
154
FIC Capital
New York
$3.95M -$1.06K -75 -0%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$3.94M -$4.14M -293,344 -52%
LI
156
LMCG Investments
Massachusetts
$3.93M +$3.89M +275,475 New
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$3.88M +$3.84M +271,861 New
GC
158
Globeflex Capital
California
$3.88M -$20.4K -1,443 -0.5%
SOMRS
159
State of Michigan Retirement System
Michigan
$3.84M +$28.2K +2,000 +0.7%
FP
160
Foundry Partners
Minnesota
$3.71M -$159K -11,294 -4%
LCS
161
Levin Capital Strategies
New York
$3.66M +$1.24M +87,685 +52%
SIG
162
Schooner Investment Group
Pennsylvania
$3.64M +$776K +55,000 +28%
VRS
163
Virginia Retirement Systems
Virginia
$3.64M -$2.39M -169,702 -40%
PCA
164
Personal Capital Advisors
California
$3.59M +$979K +69,402 +38%
GAM
165
Gotham Asset Management
New York
$3.45M +$3.41M +241,736 New
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.44M -$45.2K -3,200 -1%
LBG
167
Lloyds Banking Group
United Kingdom
$3.34M -$327K -23,154 -9%
SLF
168
Sun Life Financial
Ontario, Canada
$3.28M -$856K -60,635 -21%
Comerica Bank
169
Comerica Bank
Texas
$3.23M -$111K -7,836 -3%
HIMCH
170
Hartford Investment Management Co (HIMCO)
Connecticut
$3.16M +$214K +15,149 +7%
AG
171
Aperio Group
California
$3.15M +$3.11M +220,740 New
AIM
172
Assured Investment Management
New York
$3.14M +$10.4K +739 +0.3%
USAA
173
United Services Automobile Association
Texas
$3.13M -$27.5K -1,952 -0.9%
TSU
174
TD Securities (USA)
New York
$3.09M -$219K -15,486 -7%
GIA
175
Gargoyle Investment Advisor
New Jersey
$2.99M +$2.96M +209,616 New

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.