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711 hedge funds and large institutions have $8.46B invested in AES in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 266 increasing their positions, 250 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 106

1% more funds holding

Funds holding: 703711 (+8)

6% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 250

5.07% less ownership

Funds ownership: 97.53%92.46% (-5.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

39% less capital invested

Capital invested by funds: $13.9B → $8.46B (-$5.43B)

43% less call options, than puts

Call options by funds: $128M | Put options by funds: $226M

Holders
711
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
9.37%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
123
Increased
266
Reduced
250
Closed
106
Calls
$128M
Puts
$226M
Net Calls
-$97.9M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Change in
Stake
NRD
226
Nebula Research & Development
New York
$1.71M +$1.99M +133,154 New
BPAMU
227
BTG Pactual Asset Management US
New York
$1.67M +$1.94M +129,718 New
Wellington Management Group
228
Wellington Management Group
Massachusetts
$1.64M -$129K -8,662 -6%
Creative Planning
229
Creative Planning
Kansas
$1.62M +$195K +13,085 +12%
Corient Private Wealth
230
Corient Private Wealth
Florida
$1.61M -$640K -42,821 -26%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$1.61M -$14.5K -968 -0.8%
IAS
232
IMA Advisory Services
Colorado
$1.6M -$77.1K -5,161 -4%
UBP
233
Union Bancaire Privee
Switzerland
$1.59M +$1.97M +132,193 New
CAM
234
Carret Asset Management
New York
$1.56M +$523K +35,003 +41%
II
235
IFM Investors
Australia
$1.56M +$12.1K +812 +0.7%
AWM
236
AE Wealth Management
Kansas
$1.55M +$449K +30,052 +33%
PMAM
237
Penn Mutual Asset Management
Pennsylvania
$1.54M +$1.23M +82,500 +223%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$1.53M -$442K -29,570 -20%
AWS
239
Atria Wealth Solutions
New York
$1.5M +$1.74M +116,676 New
URS
240
Utah Retirement Systems
Utah
$1.5M
DS
241
DRW Securities
Illinois
$1.45M +$1.16M +77,415 +219%
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$1.45M +$891K +59,678 +113%
CWM
243
CIBC World Markets
New York
$1.44M +$234K +15,698 +16%
AI
244
Atria Investments
North Carolina
$1.43M +$371K +24,860 +29%
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$1.43M -$9.99K -669 -0.6%
Neuberger Berman Group
246
Neuberger Berman Group
New York
$1.42M +$144K +9,675 +10%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$1.41M +$71.3K +4,774 +5%
GCP
248
GSA Capital Partners
United Kingdom
$1.39M +$1.34M +89,584 +493%
RS
249
Retirement Solution
Washington
$1.38M +$1.6M +107,404 New
QL
250
Quarry LP
New York
$1.37M -$174K -11,625 -10%

AES Hedge Fund Activity: Q4 2024 in Review

711 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2024, worth a combined $8.46B — down 39% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new AES positions and 106 closed out — a net gain of 17 holders — while 266 added to existing stakes and 250 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $141M. The largest seller was Capital International Investors, cutting an estimated $524M.

  • 711 institutional investors held AES (AES) as of Q4 2024, up from 703 in Q3 2024.
  • Funds reported $8.46B of AES stock for Q4 2024, down 39% quarter-over-quarter.
  • 123 funds opened new AES positions in Q4 2024 and 106 closed out, a net change of +17 holders.
  • The largest AES buyer in Q4 2024 was Point72 Asset Management, an estimated $141M added.
  • The largest AES seller in Q4 2024 was Capital International Investors, an estimated $524M sold.

Based on aggregated 13F filings for Q4 2024.