We are live on ! Find out more

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
BA
426
BCM Advisors
Louisiana
$279K
Envestnet Portfolio Solutions
427
Envestnet Portfolio Solutions
Illinois
$269K +$48K +3,216 +18%
AC
428
Allstate Corporation
Illinois
$268K +$311K +20,814 New
FFG
429
Fiduciary Financial Group
California
$268K +$65.8K +4,403 +25%
Kovitz Investment Group Partners
430
Kovitz Investment Group Partners
Illinois
$267K -$112K -7,468 -26%
TFS
431
Thoroughbred Financial Services
Tennessee
$267K -$18K -1,206 -5%
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$261K -$51.2K -3,429 -14%
DFCM
433
Dark Forest Capital Management
Puerto Rico
$257K -$13.3K -888 -4%
SWM
434
SeaCrest Wealth Management
New York
$250K -$103K -6,877 -26%
ZB
435
Zions Bancorporation
Utah
$249K +$73.9K +4,951 +34%
EA
436
Everpar Advisors
Oklahoma
$248K +$65K +4,350 +29%
GHAM
437
Gilman Hill Asset Management
Connecticut
$246K -$3.36K -225 -1%
BMSSC
438
B. Metzler seel. Sohn & Co
Germany
$246K -$1.63M -109,162 -85%
IIM
439
InTrack Investment Management
Vermont
$242K +$305K +20,428 New
EF
440
Empirical Finance
Pennsylvania
$240K +$627 +42 +0.2%
DAS
441
Diversify Advisory Services
Utah
$239K +$74.9K +5,016 +34%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$238K -$263K -17,585 -49%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$237K -$130K -8,692 -32%
OL
444
one8zero8 LLC
North Carolina
$235K +$272K +18,245 New
Wealthfront Advisers
445
Wealthfront Advisers
California
$233K -$201K -13,432 -43%
CT
446
Clearstead Trust
Maine
$233K -$172K -11,539 -39%
KAS
447
Kestra Advisory Services
Texas
$232K +$11.9K +795 +5%
CCIA
448
Campbell & Co Investment Adviser
Maryland
$223K +$259K +17,341 New
IIM
449
Ironwood Investment Management
Massachusetts
$223K -$2.15K -144 -0.8%
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$223K -$1.7M -113,789 -87%

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.