AES
407 hedge funds and large institutions have $9.69B invested in AES in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 160 reducing their positions, and 43 closing their positions.
262% more call options, than puts
Call options by funds: $30.7M | Put options by funds: $8.48M
9% more capital invested
Capital invested by funds: $8.87B → $9.69B (+$818M)
0.13% more ownership
Funds ownership: 85.77% → 85.9% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 160
9% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 43
2% less funds holding
Funds holding: 415 → 407 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
+$48.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$41.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$41.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$39.2M |
| 5 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$70.1M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$56.4M |
| 4 |
Axa
Paris,
France
|
-$36.8M |
| 5 |
Jennison Associates
New York
|
-$35.1M |
AES Hedge Fund Activity: Q2 2014 in Review
407 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2014, worth a combined $9.69B — up 9.2% from $8.87B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of AES and 39 opened new positions — a net loss of 4 holders — while 160 trimmed existing stakes and 156 added.
The largest buyer was Tradewinds Global Investors, opening a new position worth an estimated $48.8M. The largest seller was Fidelity Investments, cutting an estimated $81.2M.
- 407 institutional investors held AES (AES) as of Q2 2014, down from 415 in Q1 2014.
- Funds reported $9.69B of AES stock for Q2 2014, up 9.2% quarter-over-quarter.
- 39 funds opened new AES positions in Q2 2014 and 43 closed out, a net change of -4 holders.
- The largest AES buyer in Q2 2014 was Tradewinds Global Investors, an estimated $48.8M added.
- The largest AES seller in Q2 2014 was Fidelity Investments, an estimated $81.2M sold.
Based on aggregated 13F filings for Q2 2014.