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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
MA
601
Montag & Associates
Georgia
$10.8K
AP
602
Aspect Partners
Virginia
$10.6K -$4.48K -300 -27%
RA
603
Rise Advisors
New York
$10.3K -$10.6K -711 -47%
RCM
604
Raleigh Capital Management
North Carolina
$9.85K +$1.91K +128 +20%
AF
605
Allworth Financial
California
$9.84K -$15.9K -1,062 -55%
SS
606
Sunbelt Securities
Texas
$9.82K +$11.6K +776 New
BIA
607
Bell Investment Advisors
California
$9.76K -$2.05K -137 -15%
SIS
608
Sound Income Strategies
Florida
$9.55K +$11.1K +742 New
PGAM
609
Princeton Global Asset Management
New Jersey
$9.39K -$33.9K -2,270 -76%
CWM
610
CarsonAllaria Wealth Management
Illinois
$9.06K
MWA
611
Medallion Wealth Advisors
Connecticut
$9.01K +$10.5K +700 New
LOIP
612
Live Oak Investment Partners
Texas
$8.86K
W
613
WealthCollab
Washington
$8.39K +$5.59K +374 +135%
TC
614
Truvestments Capital
Florida
$8.24K -$2.14K -143 -18%
BBHC
615
Brown Brothers Harriman & Co
New York
$8.06K +$836 +56 +10%
TCM
616
TruNorth Capital Management
Michigan
$8.03K -$4.27K -286 -31%
KBFS
617
Kohmann Bosshard Financial Services
Ohio
$7.87K +$9.14K +612 New
FRA
618
Front Row Advisors
California
$7.72K
FWM
619
FSA Wealth Management
Massachusetts
$7.62K
PWMG
620
Prestige Wealth Management Group
New Jersey
$7.26K -$448 -30 -5%
SWM
621
Spire Wealth Management
Virginia
$7.12K +$672 +45 +9%
CA
622
Continuum Advisory
Idaho
$6.92K +$3.33K +223 +71%
WTA
623
Washington Trust Advisors
Massachusetts
$6.6K -$4.47K -299 -37%
MCM
624
MV Capital Management
Maryland
$6.53K -$6.78K -454 -47%
TFIPS
625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.43K

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.