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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$899M +$18M +1,273,595 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$711M +$43.5M +3,085,599 +7%
State Street
3
State Street
Massachusetts
$449M +$1.25M +88,832 +0.3%
Boston Partners
4
Boston Partners
Massachusetts
$364M +$25.9M +1,836,518 +8%
Ameriprise
5
Ameriprise
Minnesota
$354M +$10.1M +715,908 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$342M -$92.3M -6,540,432 -21%
BIT
7
BlackRock Institutional Trust
California
$276M -$56.1K -3,978 -0%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$256M -$30.3M -2,150,353 -11%
AL
9
AJO LP
Pennsylvania
$233M -$5.68M -402,410 -2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$231M +$292K +20,669 +0.1%
BA
11
BlackRock Advisors
Delaware
$223M -$35.5M -2,519,388 -14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$188M +$32.7M +2,314,072 +21%
SSM
13
Sound Shore Management
Connecticut
$152M +$4.21M +298,414 +3%
Aristotle Capital Management
14
Aristotle Capital Management
California
$142M +$14.5M +1,031,154 +12%
Northern Trust
15
Northern Trust
Illinois
$131M +$9.7M +687,762 +8%
Millennium Management
16
Millennium Management
New York
$129M +$27.6M +1,957,367 +28%
BFA
17
BlackRock Fund Advisors
California
$129M +$3.3M +233,662 +3%
BG
18
BlackRock Group
United Kingdom
$127M -$2.54M -179,995 -2%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$118M +$7.17M +508,324 +7%
SFM
20
Systematic Financial Management
New Jersey
$116M -$29.7M -2,105,553 -21%
TG
21
TCW Group
California
$96.7M +$9.18M +650,281 +11%
Prudential Financial
22
Prudential Financial
New Jersey
$94.3M +$5.18M +366,900 +6%
NI
23
Numeric Investors
Massachusetts
$91.4M -$3.18M -225,500 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$83.3M +$7.48M +529,785 +10%
BIM
25
BlackRock Investment Management
Delaware
$81.3M -$753K -53,355 -0.9%

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.