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469 hedge funds and large institutions have $7.23B invested in AES in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 177 increasing their positions, 154 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $1.67M

81% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 154

6% more funds holding

Funds holding: 441469 (+28)

0.48% less ownership

Funds ownership: 94.82%94.34% (-0.48%)

10% less capital invested

Capital invested by funds: $7.99B → $7.23B (-$763M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
469
Holders Change
+28
Holders Change %
+6.35%
% of All Funds
11.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
85
Increased
177
Reduced
154
Closed
47
Calls
$10.8M
Puts
$1.67M
Net Calls
+$9.1M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$856M +$59.9M +5,106,738 +7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$656M -$263M -22,376,572 -28%
State Street
3
State Street
Massachusetts
$403M +$7.16M +609,818 +2%
BIT
4
BlackRock Institutional Trust
California
$311M +$13.7M +1,170,460 +5%
Boston Partners
5
Boston Partners
Massachusetts
$288M -$64.7M -5,509,570 -18%
Capital International Investors
6
Capital International Investors
California
$265M +$35.8M +3,047,529 +15%
AL
7
AJO LP
Pennsylvania
$245M +$75.1M +6,401,809 +44%
Ameriprise
8
Ameriprise
Minnesota
$230M +$19.4M +1,652,336 +9%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$204M -$35.2M -3,002,750 -15%
Aristotle Capital Management
10
Aristotle Capital Management
California
$172M +$7.33M +624,344 +4%
BA
11
BlackRock Advisors
Delaware
$165M -$3.45M -294,076 -2%
BFA
12
BlackRock Fund Advisors
California
$145M +$7.84M +667,782 +6%
TG
13
TCW Group
California
$119M +$16.9M +1,439,585 +16%
BIM
14
BlackRock Investment Management
Delaware
$110M -$6.34M -539,874 -5%
BG
15
BlackRock Group
United Kingdom
$107M +$5.94M +505,767 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$105M +$5.23M +445,530 +5%
CLM
17
ClearBridge LLC (Maryland)
Maryland
$97.7M -$37.8M -3,223,392 -28%
Northern Trust
18
Northern Trust
Illinois
$89.3M -$4.22M -359,359 -4%
Prudential Financial
19
Prudential Financial
New Jersey
$88.5M -$5.53M -471,100 -6%
AQR Capital Management
20
AQR Capital Management
Connecticut
$86.2M +$74.3M +6,327,555 +581%
Invesco
21
Invesco
Georgia
$79.5M +$1.74M +148,467 +2%
CGT
22
Capital Guardian Trust
California
$78.6M +$26.4M +2,248,982 +50%
Goldman Sachs
23
Goldman Sachs
New York
$78.3M +$1.6M +136,013 +2%
Bank of America
24
Bank of America
North Carolina
$77.9M -$3.63M -309,115 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$69.7M -$1.28M -109,146 -2%

AES Hedge Fund Activity: Q4 2016 in Review

469 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2016, worth a combined $7.23B — down 9.5% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AES positions and 47 closed out — a net gain of 38 holders — while 177 added to existing stakes and 154 trimmed.

The largest buyer was AJO LP, adding an estimated $75.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $263M.

  • 469 institutional investors held AES (AES) as of Q4 2016, up from 441 in Q3 2016.
  • Funds reported $7.23B of AES stock for Q4 2016, down 9.5% quarter-over-quarter.
  • 85 funds opened new AES positions in Q4 2016 and 47 closed out, a net change of +38 holders.
  • The largest AES buyer in Q4 2016 was AJO LP, an estimated $75.1M added.
  • The largest AES seller in Q4 2016 was T. Rowe Price Associates, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2016.