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478 hedge funds and large institutions have $6.77B invested in AES in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 167 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.79M

15% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 93.14%93.05% (-0.09%)

1% less capital invested

Capital invested by funds: $6.83B → $6.77B (-$63.7M)

2% less funds holding

Funds holding: 489478 (-11)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

Holders
478
Holders Change
-11
Holders Change %
-2.25%
% of All Funds
11.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
192
Reduced
167
Closed
46
Calls
$10.2M
Puts
$2.79M
Net Calls
+$7.42M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$831M +$9.42M +844,300 +1%
BlackRock
2
BlackRock
New York
$745M -$8.6M -770,404 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$369M +$90.2M +8,080,797 +32%
State Street
4
State Street
Massachusetts
$362M +$3.41M +305,415 +0.9%
Capital International Investors
5
Capital International Investors
California
$266M +$6.33M +567,371 +2%
Ameriprise
6
Ameriprise
Minnesota
$228M +$38.5M +3,445,763 +20%
Boston Partners
7
Boston Partners
Massachusetts
$199M -$568K -50,871 -0.3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$194M +$795K +71,255 +0.4%
AL
9
AJO LP
Pennsylvania
$184M -$16.2M -1,448,537 -8%
Aristotle Capital Management
10
Aristotle Capital Management
California
$179M +$5.47M +489,869 +3%
Prudential Financial
11
Prudential Financial
New Jersey
$126M +$12.3M +1,103,750 +11%
TG
12
TCW Group
California
$124M +$11.5M +1,026,594 +10%
Goldman Sachs
13
Goldman Sachs
New York
$121M -$1.92M -172,152 -2%
TSW
14
Thompson Siegel & Walmsley
Virginia
$119M +$8.67M +776,527 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$108M -$19.2M -1,718,387 -15%
Northern Trust
16
Northern Trust
Illinois
$90.5M +$4.54M +406,567 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$81.5M +$6.52M +584,703 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$75.3M -$8M -716,788 -10%
ClearBridge Investments
19
ClearBridge Investments
New York
$62.5M +$397K +35,558 +0.6%
GC
20
Guggenheim Capital
Illinois
$60.7M -$811K -72,710 -1%
American Century Companies
21
American Century Companies
Missouri
$58.7M +$39.7M +3,557,231 +201%
Bank of America
22
Bank of America
North Carolina
$58.6M +$6.09M +545,737 +11%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$56.9M -$9.59M -859,364 -14%
AQR Capital Management
24
AQR Capital Management
Connecticut
$54.5M -$40.9M -3,664,290 -43%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$49.2M -$10.1M -900,996 -17%

AES Hedge Fund Activity: Q3 2017 in Review

478 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2017, worth a combined $6.77B — down 0.93% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of AES and 41 opened new positions — a net loss of 5 holders — while 167 trimmed existing stakes and 192 added.

The largest buyer was Fidelity Investments, adding an estimated $90.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.9M.

  • 478 institutional investors held AES (AES) as of Q3 2017, down from 489 in Q2 2017.
  • Funds reported $6.77B of AES stock for Q3 2017, down 0.93% quarter-over-quarter.
  • 41 funds opened new AES positions in Q3 2017 and 46 closed out, a net change of -5 holders.
  • The largest AES buyer in Q3 2017 was Fidelity Investments, an estimated $90.2M added.
  • The largest AES seller in Q3 2017 was T. Rowe Price Associates, an estimated $89.9M sold.

Based on aggregated 13F filings for Q3 2017.