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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
LC
451
Lindbrook Capital
California
$221K +$45.3K +3,034 +21%
MA
452
MCF Advisors
Kentucky
$219K -$1.46K -98 -0.6%
EF
453
Empowered Funds
Pennsylvania
$219K +$87.1K +5,831 +52%
VA
454
Vident Advisory
Georgia
$217K +$65.8K +4,405 +35%
CCM
455
Coldstream Capital Management
Washington
$216K -$50.3K -3,365 -17%
AAM
456
Augustine Asset Management
Florida
$215K -$4.51K -302 -2%
AWM
457
Avaii Wealth Management
Wisconsin
$211K +$245K +16,430 New
CC
458
Centiva Capital
New York
$211K -$175K -11,731 -42%
GWM
459
GK Wealth Management
Nevada
$211K +$244K +16,359 New
NWAG
460
Net Worth Advisory Group
Utah
$210K -$1.73K -116 -0.7%
RT
461
Rockland Trust
Massachusetts
$206K +$16.6K +1,110 +7%
GCM
462
Greenland Capital Management
New York
$205K -$54.9K -3,678 -19%
VSQM
463
V-Square Quantitative Management
Illinois
$205K +$74.1K +4,961 +45%
WA
464
Waverly Advisors
Alabama
$201K +$233K +15,609 New
FBC
465
Fairfield, Bush & Co
Connecticut
$199K -$4.36K -292 -2%
HWM
466
HB Wealth Management
Georgia
$197K -$161K -10,757 -41%
AWE
467
Avidian Wealth Enterprises
Texas
$195K +$45.2K +3,027 +25%
Jones Financial Companies
468
Jones Financial Companies
Missouri
$195K +$102K +6,860 +83%
Mercer Global Advisors
469
Mercer Global Advisors
Colorado
$193K -$5.83K -390 -3%
WS
470
Wedbush Securities
California
$190K +$220K +14,735 New
DI
471
Diligent Investors
California
$189K +$23.9K +1,600 +12%
SWM
472
Seed Wealth Management
Illinois
$189K +$22.4K +1,500 +11%
VI
473
Vestcor Inc
New Brunswick, Canada
$188K
TSS
474
Two Sigma Securities
New York
$187K -$111K -7,446 -34%
GI
475
GAMMA Investing
California
$182K -$172K -11,523 -45%

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.