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483 hedge funds and large institutions have $6.7B invested in AES in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 184 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $6.08M

16% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 64

1% more funds holding

Funds holding: 478483 (+5)

0.61% more ownership

Funds ownership: 93.05%93.66% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $6.77B → $6.7B (-$73.3M)

12% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 184

Holders
483
Holders Change
+5
Holders Change %
+1.05%
% of All Funds
10.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
74
Increased
162
Reduced
184
Closed
64
Calls
$33.7M
Puts
$6.08M
Net Calls
+$27.6M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$793M -$23.1M -2,134,090 -3%
BlackRock
2
BlackRock
New York
$690M -$42.2M -3,904,680 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$471M +$109M +10,042,637 +30%
State Street
4
State Street
Massachusetts
$355M -$469K -43,358 -0.1%
Capital International Investors
5
Capital International Investors
California
$304M +$42.7M +3,942,398 +16%
Ameriprise
6
Ameriprise
Minnesota
$218M -$5.99M -553,696 -3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$212M +$20.8M +1,923,415 +11%
Aristotle Capital Management
8
Aristotle Capital Management
California
$189M +$12.8M +1,182,054 +7%
AL
9
AJO LP
Pennsylvania
$168M -$13M -1,197,558 -7%
TSW
10
Thompson Siegel & Walmsley
Virginia
$138M +$21.9M +2,023,469 +19%
Goldman Sachs
11
Goldman Sachs
New York
$135M +$16M +1,482,941 +14%
Prudential Financial
12
Prudential Financial
New Jersey
$125M +$1.15M +106,100 +0.9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$115M +$8.51M +786,421 +8%
TG
14
TCW Group
California
$113M -$9.39M -868,189 -8%
Northern Trust
15
Northern Trust
Illinois
$87.2M -$1.71M -158,307 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$84.7M +$4.67M +431,291 +6%
Bank of America
17
Bank of America
North Carolina
$76.6M +$19M +1,759,102 +33%
GC
18
Guggenheim Capital
Illinois
$72.5M +$12.8M +1,185,282 +22%
JP Morgan Chase
19
JP Morgan Chase
New York
$67.4M -$6.22M -574,701 -8%
American Century Companies
20
American Century Companies
Missouri
$61.6M +$3.95M +365,381 +7%
Deutsche Bank
21
Deutsche Bank
Germany
$59.8M +$27.9M +2,576,519 +87%
ClearBridge Investments
22
ClearBridge Investments
New York
$59.5M -$1.96M -181,236 -3%
Millennium Management
23
Millennium Management
New York
$58.7M +$17M +1,567,893 +41%
CLM
24
ClearBridge LLC (Maryland)
Maryland
$55.9M -$22.7K -2,102 -0%
AA
25
ALPS Advisors
Colorado
$48.2M +$48.2M +4,453,359 New

AES Hedge Fund Activity: Q4 2017 in Review

483 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2017, worth a combined $6.7B — down 1.1% from $6.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AES positions and 64 closed out — a net gain of 10 holders — while 162 added to existing stakes and 184 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Boston Partners, cutting an estimated $189M.

  • 483 institutional investors held AES (AES) as of Q4 2017, up from 478 in Q3 2017.
  • Funds reported $6.7B of AES stock for Q4 2017, down 1.1% quarter-over-quarter.
  • 74 funds opened new AES positions in Q4 2017 and 64 closed out, a net change of +10 holders.
  • The largest AES buyer in Q4 2017 was Fidelity Investments, an estimated $109M added.
  • The largest AES seller in Q4 2017 was Boston Partners, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2017.