AES
502 hedge funds and large institutions have $7.15B invested in AES in 2018 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 42 closing their positions.
267% more funds holding in top 10
Funds holding in top 10: 3 → 11 (+8)
220% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $4.95M
62% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 42
17% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 169
7% more capital invested
Capital invested by funds: $6.7B → $7.15B (+$451M)
4% more funds holding
Funds holding: 483 → 502 (+19)
1.51% more ownership
Funds ownership: 93.66% → 95.17% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$74.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.6M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$54.8M |
| 4 |
Goldman Sachs
New York
|
+$54.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$63.9M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$55.4M |
| 3 |
JP Morgan Chase
New York
|
-$53.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$44.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$36.9M |
AES Hedge Fund Activity: Q1 2018 in Review
502 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2018, worth a combined $7.15B — up 6.7% from $6.7B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AES positions and 42 closed out — a net gain of 26 holders — while 198 added to existing stakes and 169 trimmed.
The largest buyer was Invesco, adding an estimated $74.5M. The largest seller was Ameriprise, cutting an estimated $63.9M.
- 502 institutional investors held AES (AES) as of Q1 2018, up from 483 in Q4 2017.
- Funds reported $7.15B of AES stock for Q1 2018, up 6.7% quarter-over-quarter.
- 68 funds opened new AES positions in Q1 2018 and 42 closed out, a net change of +26 holders.
- The largest AES buyer in Q1 2018 was Invesco, an estimated $74.5M added.
- The largest AES seller in Q1 2018 was Ameriprise, an estimated $63.9M sold.
Based on aggregated 13F filings for Q1 2018.