AES
409 hedge funds and large institutions have $6.35B invested in AES in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 170 increasing their positions, 130 reducing their positions, and 33 closing their positions.
67% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 33
31% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 130
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 389 → 409 (+20)
1.11% less ownership
Funds ownership: 96.12% → 95.01% (-1.1%)
24% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $14.9M
27% less capital invested
Capital invested by funds: $8.7B → $6.35B (-$2.35B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$78M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$56.1M |
| 3 |
Morgan Stanley
New York
|
+$54.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$52.6M |
| 5 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$161M |
| 2 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$58M |
| 3 |
Axa
Paris,
France
|
-$54.2M |
| 4 |
Millennium Management
New York
|
-$53.6M |
| 5 |
ClearBridge Investments
New York
|
-$52.3M |
AES Hedge Fund Activity: Q3 2015 in Review
409 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2015, worth a combined $6.35B — down 27% from $8.7B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AES positions and 33 closed out — a net gain of 22 holders — while 170 added to existing stakes and 130 trimmed.
The largest buyer was AJO LP, adding an estimated $78M. The largest seller was Sound Shore Management, exiting entirely with an estimated $161M sold.
- 409 institutional investors held AES (AES) as of Q3 2015, up from 389 in Q2 2015.
- Funds reported $6.35B of AES stock for Q3 2015, down 27% quarter-over-quarter.
- 55 funds opened new AES positions in Q3 2015 and 33 closed out, a net change of +22 holders.
- The largest AES buyer in Q3 2015 was AJO LP, an estimated $78M added.
- The largest AES seller in Q3 2015 was Sound Shore Management, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2015.