AES
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 30 closing their positions.
780% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $2.44M
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
38% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 132
2% more funds holding
Funds holding: 406 → 415 (+9)
0.36% more ownership
Funds ownership: 85.42% → 85.77% (+0.36%)
1% less capital invested
Capital invested by funds: $8.96B → $8.87B (-$87.7M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.5M |
| 2 |
Bank of New York Mellon
New York
|
+$32.7M |
| 3 |
Millennium Management
New York
|
+$27.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$25.9M |
| 5 |
Axa
Paris,
France
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.3M |
| 2 |
D.E. Shaw & Co
New York
|
-$38M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$35.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$30.3M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$29.7M |
AES Hedge Fund Activity: Q1 2014 in Review
415 of the 3,475 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 30 closed out — a net gain of 16 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 406 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 30 closed out, a net change of +16 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.