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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
Fiera Capital (Canada)
151
Fiera Capital (Canada)
Quebec, Canada
$2.34M -$322K -27,400 -12%
AL
152
Airain Ltd
Guernsey
$2.33M +$2.36M +200,951 New
GIBU
153
Gulf International Bank (UK)
United Kingdom
$2.33M
Allianz Asset Management
154
Allianz Asset Management
Germany
$2.3M +$254K +21,623 +12%
TPSF
155
Texas Permanent School Fund
Texas
$2.29M -$64.7K -5,512 -3%
BCM
156
BTC Capital Management
Iowa
$2.26M -$113K -9,637 -5%
B
157
Barings
North Carolina
$2.25M +$411K +35,000 +22%
MC
158
Menta Capital
California
$2.19M +$2.04M +173,891 +1,157%
FP
159
FDO Partners
Massachusetts
$2.13M +$1.54M +131,401 +253%
VIA
160
Vident Investment Advisory
Georgia
$2.1M -$12K -1,025 -0.6%
GT
161
Glenmede Trust
Pennsylvania
$2.08M +$2.1M +179,139 New
FC
162
FIC Capital
New York
$2.08M -$102K -8,700 -5%
BIM
163
Bogle Investment Management
Massachusetts
$2.06M +$2.08M +177,622 New
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$2.06M +$7.99K +681 +0.4%
First Trust Advisors
165
First Trust Advisors
Illinois
$2.03M -$22.4M -1,906,320 -92%
HIMCH
166
Hartford Investment Management Co (HIMCO)
Connecticut
$2.01M +$9.33K +795 +0.5%
Comerica Bank
167
Comerica Bank
Texas
$1.99M +$50.9K +4,337 +3%
JG
168
Jefferies Group
New York
$1.96M +$1.34M +114,122 +210%
CIM
169
Calvert Investment Management
Maryland
$1.9M -$65.4K -5,568 -3%
Federated Hermes
170
Federated Hermes
Pennsylvania
$1.9M -$5.4K -460 -0.3%
ASRS
171
Arizona State Retirement System
Arizona
$1.89M +$8.22K +700 +0.4%
BCM
172
Buckhead Capital Management
Georgia
$1.86M
CG
173
Clinton Group
New York
$1.86M +$1.88M +159,973 New
Capstone Investment Advisors
174
Capstone Investment Advisors
New York
$1.85M +$1.87M +159,538 New
US Bancorp
175
US Bancorp
Minnesota
$1.79M -$11.3K -960 -0.6%

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.