AES
479 hedge funds and large institutions have $6.92B invested in AES in 2017 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 189 increasing their positions, 156 reducing their positions, and 48 closing their positions.
40% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 48
21% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 156
2% more funds holding
Funds holding: 469 → 479 (+10)
4% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $14.7M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.44% less ownership
Funds ownership: 94.33% → 93.89% (-0.44%)
4% less capital invested
Capital invested by funds: $7.23B → $6.92B (-$308M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$771M |
| 2 |
Goldman Sachs
New York
|
+$52.9M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$45.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.9M |
| 5 |
Bank of New York Mellon
New York
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$346M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$69.1M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$22.1M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$21.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$18.5M |
AES Hedge Fund Activity: Q1 2017 in Review
479 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2017, worth a combined $6.92B — down 4.3% from $7.23B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new AES positions and 48 closed out — a net gain of 19 holders — while 189 added to existing stakes and 156 trimmed.
The largest buyer was BlackRock, adding an estimated $771M. The largest seller was T. Rowe Price Associates, cutting an estimated $346M.
- 479 institutional investors held AES (AES) as of Q1 2017, up from 469 in Q4 2016.
- Funds reported $6.92B of AES stock for Q1 2017, down 4.3% quarter-over-quarter.
- 67 funds opened new AES positions in Q1 2017 and 48 closed out, a net change of +19 holders.
- The largest AES buyer in Q1 2017 was BlackRock, an estimated $771M added.
- The largest AES seller in Q1 2017 was T. Rowe Price Associates, an estimated $346M sold.
Based on aggregated 13F filings for Q1 2017.