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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
WWM
626
Wolff Wiese Magana
California
$6.31K -$448 -30 -6%
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$6.28K
HWP
628
Highline Wealth Partners
California
$5.97K
SIS
629
Strategic Investment Solutions
Illinois
$5.83K +$3.03K +203 +81%
GKIM
630
GW&K Investment Management
Massachusetts
$5K -$2.14K -143 -28%
DIP
631
DT Investment Partners
Pennsylvania
$4.88K
PP
632
Pacifica Partners
Canada
$4.37K +$1.49K +100 +43%
BGAI
633
Bruce G. Allen Investments
Colorado
$4.22K -$1.85K -124 -27%
BCM
634
Blume Capital Management
California
$3.64K
AWM
635
Avior Wealth Management
Nebraska
$3.24K +$3.32K +222 +740%
GWM
636
Geneos Wealth Management
Colorado
$3.14K -$15 -1 -0.4%
CFD
637
Creative Financial Designs
Indiana
$3.14K +$3.64K +244 New
TH
638
TCTC Holdings
Texas
$3.06K
CMP
639
Coston McIsaac & Partners
Maine
$3K
LWA
640
Lowe Wealth Advisors
Maryland
$2.92K +$3.39K +227 New
AA
641
Addison Advisors
Vermont
$2.91K +$2.84K +190 +528%
MEG
642
Millstone Evans Group
Colorado
$2.86K +$3.32K +222 New
OC
643
Oarsman Capital
Wisconsin
$2.57K
GEA
644
Glen Eagle Advisors
New Jersey
$2.52K
BCMLT
645
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.27K
CWC
646
Carolinas Wealth Consulting
North Carolina
$2.18K +$1.12K +75 +80%
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$2.17K +$807 +54 +47%
DF
648
Dunhill Financial
United Kingdom
$2.15K +$568 +38 +29%
S
649
Sachetta
Massachusetts
$2.12K -$284 -19 -10%
OA
650
Operose Advisors
Wisconsin
$2.07K +$2.4K +161 New

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.