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556 hedge funds and large institutions have $12.4B invested in AES in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 177 increasing their positions, 222 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 45

31% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $10.8M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

23% more capital invested

Capital invested by funds: $10B → $12.4B (+$2.34B)

5% more funds holding

Funds holding: 530556 (+26)

0.59% more ownership

Funds ownership: 92.95%93.53% (+0.59%)

20% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 222

Holders
556
Holders Change
+26
Holders Change %
+4.91%
% of All Funds
10.96%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
83
Increased
177
Reduced
222
Closed
45
Calls
$14.2M
Puts
$10.8M
Net Calls
+$3.32M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B +$6.65M +371,763 +0.4%
Capital World Investors
2
Capital World Investors
California
$1.46B +$539M +30,109,393 +70%
BlackRock
3
BlackRock
New York
$1.17B -$52.8M -2,949,797 -5%
State Street
4
State Street
Massachusetts
$687M -$16.6M -930,554 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$528M +$149M +8,346,247 +46%
Ameriprise
6
Ameriprise
Minnesota
$478M +$1.29M +72,131 +0.3%
Goldman Sachs
7
Goldman Sachs
New York
$285M +$36.4M +2,033,389 +17%
Renaissance Technologies
8
Renaissance Technologies
New York
$270M +$51.3M +2,866,806 +27%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$247M +$16.3M +908,587 +8%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$215M -$23.9M -1,334,905 -11%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$212M -$33.5M -1,871,164 -15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$164M -$20.3M -1,133,131 -12%
Northern Trust
13
Northern Trust
Illinois
$151M -$1.04M -58,090 -0.8%
Bank of America
14
Bank of America
North Carolina
$147M -$3.49M -195,117 -3%
AL
15
AJO LP
Pennsylvania
$145M -$66M -3,687,067 -34%
Capital International Investors
16
Capital International Investors
California
$129M +$260K +14,549 +0.2%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$126M -$22.7M -1,269,316 -17%
ClearBridge Investments
18
ClearBridge Investments
New York
$123M -$15.2M -847,391 -12%
PI
19
Putnam Investments
Massachusetts
$98.8M -$31M -1,730,656 -26%
Charles Schwab
20
Charles Schwab
California
$97.6M +$266K +14,848 +0.3%
Invesco
21
Invesco
Georgia
$96.3M -$15.1M -845,266 -15%
MHI
22
Miller Howard Investments
New York
$92.6M -$2.46M -137,584 -3%
RRAM
23
River Road Asset Management
Kentucky
$88.7M +$8.67M +484,761 +12%
VH
24
ValueAct Holdings
California
$86.5M
TG
25
TCW Group
California
$83.3M -$6.82M -380,942 -8%

AES Hedge Fund Activity: Q4 2019 in Review

556 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2019, worth a combined $12.4B — up 23% from $10B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AES positions and 45 closed out — a net gain of 38 holders — while 177 added to existing stakes and 222 trimmed.

The largest buyer was Capital World Investors, adding an estimated $539M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $118M sold.

  • 556 institutional investors held AES (AES) as of Q4 2019, up from 530 in Q3 2019.
  • Funds reported $12.4B of AES stock for Q4 2019, up 23% quarter-over-quarter.
  • 83 funds opened new AES positions in Q4 2019 and 45 closed out, a net change of +38 holders.
  • The largest AES buyer in Q4 2019 was Capital World Investors, an estimated $539M added.
  • The largest AES seller in Q4 2019 was Jupiter Investment Management, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2019.