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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
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$3.08M +$368K +34,012 +14%
State of New Jersey Common Pension Fund D
152
State of New Jersey Common Pension Fund D
New Jersey
$3.03M -$1.03M -95,000 -25%
QI
153
QS Investors
New York
$3.01M -$71.9K -6,645 -2%
CCP
154
Corient Capital Partners
California
$3.01M +$70.8K +6,543 +2%
USAA
155
United Services Automobile Association
Texas
$2.97M +$306K +28,249 +11%
KWILP
156
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.97M +$1.18M +108,757 +66%
CBOA
157
Commonwealth Bank of Australia
Australia
$2.82M -$24K -2,223 -0.8%
N
158
Nuveen
North Carolina
$2.81M +$271K +25,026 +11%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$2.81M -$157K -14,527 -5%
PAM
160
Paradigm Asset Management
New York
$2.81M +$470K +43,400 +20%
GT
161
Glenmede Trust
Pennsylvania
$2.8M -$503K -46,481 -15%
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$2.75M +$303K +27,993 +12%
DCM
163
Dynamic Capital Management
Jersey
$2.51M +$2.32M +214,834 +1,278%
Wellington Management Group
164
Wellington Management Group
Massachusetts
$2.46M -$3.58M -330,620 -59%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$2.42M -$912K -84,294 -27%
EVM
166
Eaton Vance Management
Massachusetts
$2.4M
SIP
167
Stoneridge Investment Partners
Pennsylvania
$2.39M -$275K -25,400 -10%
FA
168
FDx Advisors
Illinois
$2.34M +$1.16M +106,836 +98%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$2.33M +$2.33M +215,629 New
NCMW
170
Northern Capital Management (Wisconsin)
Wisconsin
$2.3M +$229K +21,130 +11%
RJA
171
Raymond James & Associates
Florida
$2.25M -$2.73M -252,264 -55%
Stifel Financial
172
Stifel Financial
Missouri
$2.24M +$742K +68,630 +50%
MIM
173
MetLife Investment Management
New Jersey
$2.21M +$2.21M +204,329 New
OAM
174
Oxford Asset Management
United Kingdom
$2.2M +$737K +68,138 +50%
ProShare Advisors
175
ProShare Advisors
Maryland
$2.2M +$365K +33,750 +20%

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.