MarketPeel
Insider Trading Intelligence
VL

Valueact Spring Master Fund, L.p.

AES
DIRECTOR · AES CORP · CIK 0001728461
FILING MIX · LIFETIME100%/0%
BUYS
8
SELLS
0
TOTAL VALUE
$81.77M
COMPANIES
2
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
5,349,741
AVG SELL PX
TRADE KIND
SHOWING 8 / 8
Trades · vs SPY
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Performance · forward returns vs SPY
5 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Valueact Spring Master Fund, L.p., measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d5+80.00%+10.64%-4.64%+15.28%+6.45%
14d5+60.00%+1.67%+0.00%+1.67%+0.20%
30d5+80.00%+9.92%+6.22%+3.70%+2.36%
60d5+40.00%+8.12%+11.38%-3.26%-17.00%
90d5+60.00%+15.98%+18.19%-2.21%-21.34%
180d5+40.00%+21.46%+27.14%-5.68%-40.97%
1y5+60.00%+47.19%+49.65%-2.46%-50.36%
2y5+100.00%+35.82%+54.01%-18.19%-51.88%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
AES · 5,346,500 shares · as of Jun 11, 2020
01,336,6252,673,2504,009,8755,346,500SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
FLOW · 8 buys / 0 sellsCOVERAGE · 2 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
HE
HAWAIIAN ELECTRIC INDUSTRIES INC
PURCHASEGRANT
Stock grant
2,7733,241Jun 30, 2020Jul 2, 2020
AES
AES CORP
PURCHASE
500,000$12.22$6.11M5,346,500Jun 11, 2020Jun 15, 2020
AES
AES CORP
PURCHASE
500,000$11.67$5.83M4,846,500May 15, 2020May 19, 2020
AES
AES CORP
PURCHASEGRANT
Stock grant
12,60845,553Apr 23, 2020Apr 27, 2020
HE
HAWAIIAN ELECTRIC INDUSTRIES INC
PURCHASE
542,252$41.11$22.29M2,012,252Mar 13, 2020Mar 13, 2020
HE
HAWAIIAN ELECTRIC INDUSTRIES INC
PURCHASE
400,060$39.59$15.84M1,470,000Mar 12, 2020Mar 13, 2020
HE
HAWAIIAN ELECTRIC INDUSTRIES INC
PURCHASE
755,600$41.94$31.69M1,069,940Mar 11, 2020Mar 13, 2020
HE
HAWAIIAN ELECTRIC INDUSTRIES INC
PURCHASEGRANT
Stock grant
468468Feb 12, 2020Feb 14, 2020
Other insiders · AES
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About this filer
CIK 0001728461
ROLE
Director
PRIMARY
AES
COMPANIES
2
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001728461DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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