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
FNWA
551
Financial Network Wealth Advisors
Utah
$42.4K -$14.6K -978 -23%
PFBT
552
Parkside Financial Bank & Trust
Missouri
$41K -$13.1K -880 -22%
GM
553
GeoWealth Management
Illinois
$40.6K -$13K -870 -22%
BC
554
Bayforest Capital
United Kingdom
$40.3K +$46.8K +3,132 New
HI
555
Harbour Investments
Wisconsin
$39K -$2.63K -176 -5%
HCP
556
Hexagon Capital Partners
Arkansas
$37.4K +$29.6K +1,981 +214%
TPCW
557
TD Private Client Wealth
New York
$37.3K -$25.5K -1,708 -37%
BIG
558
Brooklyn Investment Group
New York
$37K -$3.87K -259 -8%
WWP
559
WR Wealth Planners
Missouri
$36.5K +$20.4K +1,369 +93%
GRP
560
Global Retirement Partners
California
$36.3K +$2.81K +188 +7%
SIM
561
Sentry Investment Management
Wisconsin
$36K -$6.86K -459 -14%
Optiver Holding
562
Optiver Holding
Netherlands
$34.9K +$17.9K +1,201 +80%
CA
563
CoreCap Advisors
Michigan
$33.1K +$1.7K +114 +5%
SSB
564
Sandy Spring Bank
Maryland
$32.9K +$35.2K +2,360 +1,180%
PTC
565
Private Trust Company
Ohio
$32.6K -$1.76K -118 -4%
AAP
566
Arax Advisory Partners
Colorado
$31K +$23.6K +1,581 +190%
HWA
567
Heritage Wealth Advisors
Virginia
$26.1K +$403 +27 +1%
RAM
568
Ramirez Asset Management
New York
$25.7K
QC
569
Quent Capital
New York
$25.5K -$3.94K -264 -12%
MG
570
Mather Group
Illinois
$24.2K -$47.7K -3,197 -63%
CAS
571
Coppell Advisory Solutions
Texas
$23.6K +$9.75K +653 +54%
PCM
572
Penserra Capital Management
California
$23K +$26.4K +1,770 +5,900%
IA
573
IFP Advisors
Florida
$22.3K +$9.78K +655 +66%
BTI
574
Blue Trust Inc
Georgia
$22.1K -$29.5K -1,975 -54%
BCWM
575
Bartlett & Co Wealth Management
Ohio
$21.5K +$24.9K +1,666 +55,533%

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.