AES
405 hedge funds and large institutions have $7.42B invested in AES in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 34 closing their positions.
817% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $1.46M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
62% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 34
21% more capital invested
Capital invested by funds: $6.13B → $7.42B (+$1.3B)
5% more funds holding
Funds holding: 385 → 405 (+20)
0.25% more ownership
Funds ownership: 95.16% → 95.41% (+0.25%)
2% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$72M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$29.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$29.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.1M |
| 5 |
Goldman Sachs
New York
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$121M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$82.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$30.4M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$28.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$20.4M |
AES Hedge Fund Activity: Q1 2016 in Review
405 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2016, worth a combined $7.42B — up 21% from $6.13B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AES positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 153 trimmed.
The largest buyer was Herndon Capital Management, adding an estimated $72M. The largest seller was T. Rowe Price Associates, cutting an estimated $121M.
- 405 institutional investors held AES (AES) as of Q1 2016, up from 385 in Q4 2015.
- Funds reported $7.42B of AES stock for Q1 2016, up 21% quarter-over-quarter.
- 55 funds opened new AES positions in Q1 2016 and 34 closed out, a net change of +21 holders.
- The largest AES buyer in Q1 2016 was Herndon Capital Management, an estimated $72M added.
- The largest AES seller in Q1 2016 was T. Rowe Price Associates, an estimated $121M sold.
Based on aggregated 13F filings for Q1 2016.