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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
SCM
201
Sterling Capital Management
North Carolina
$1.7M +$805K +74,437 +90%
PVWM
202
Point View Wealth Management
New Jersey
$1.7M -$130K -12,036 -7%
WSCM
203
Wellington Shields Capital Management
New York
$1.69M +$1.69M +156,250 New
BIM
204
Bogle Investment Management
Massachusetts
$1.64M +$1.64M +151,354 New
HSA
205
Hussman Strategic Advisors
Maryland
$1.62M
NMIMC
206
Northwestern Mutual Investment Management Company
Wisconsin
$1.61M +$12.3K +1,137 +0.8%
CC
207
Covalis Capital
United Kingdom
$1.6M +$1.6M +147,730 New
KL
208
KWMG LLC
Kansas
$1.58M -$61.2K -5,654 -4%
IA
209
Icon Advisers
Colorado
$1.5M +$280K +25,900 +23%
EGM
210
Engineers Gate Manager
New York
$1.47M -$2.33M -215,407 -61%
CWM
211
CIBC World Markets
New York
$1.45M +$404K +37,389 +39%
MOACM
212
Mutual of America Capital Management
New York
$1.42M +$107K +9,930 +8%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$1.4M +$45.5K +4,209 +3%
BTS
214
BB&T Securities
Virginia
$1.39M +$1.39M +128,427 New
SF
215
Synovus Financial
Georgia
$1.34M +$17.3K +1,599 +1%
PAM
216
Panagora Asset Management
Massachusetts
$1.34M -$3.68M -340,035 -73%
URS
217
Utah Retirement Systems
Utah
$1.33M +$18.4K +1,700 +1%
KCM
218
Kendall Capital Management
Maryland
$1.3M +$1.3M +120,475 New
Nomura Holdings
219
Nomura Holdings
Japan
$1.3M +$195K +18,036 +18%
Truist Financial
220
Truist Financial
North Carolina
$1.29M +$31.5K +2,914 +3%
BC
221
Brinker Capital
Pennsylvania
$1.25M -$132K -12,184 -10%
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$1.25M -$4.28M -395,428 -77%
FWIA
223
Fort Washington Investment Advisors
Ohio
$1.23M
CGH
224
Crossmark Global Holdings
Texas
$1.22M +$7.9K +730 +0.7%
FAF
225
Fjarde Ap-fonden
Sweden
$1.21M +$243K +22,423 +25%

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.