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AES
AES

703 hedge funds and large institutions have $13.9B invested in AES in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 283 increasing their positions, 241 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

31% more call options, than puts

Call options by funds: $191M | Put options by funds: $146M

17% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 241

16% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 83

15% more capital invested

Capital invested by funds: $12.1B → $13.9B (+$1.77B)

1% more funds holding

Funds holding: 694 → 703 (+9)

0.44% more ownership

Funds ownership: 97.09% → 97.53% (+0.44%)

Holders
703
Holders Change
+9
Holders Change %
+1.3%
% of All Funds
10.09%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
96
Increased
283
Reduced
241
Closed
83
Calls
$191M
Puts
$146M
Net Calls
+$45.1M
Net Calls Change
+$50.1M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$105M
2
JP Morgan Chase
JP Morgan Chase
New York
+$69.5M
3
Barclays
Barclays
United Kingdom
+$46.8M
4
Morgan Stanley
Morgan Stanley
New York
+$44.5M
5
Goldman Sachs
Goldman Sachs
New York
+$44.3M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
3
BlackRock
BlackRock
New York
-$67.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$54.4M
5
ECP
Electron Capital Partners
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
651
Red Tortoise LLC
Georgia
$2.95K – – –
NMG
652
New Millennium Group
Utah
$2.69K – – –
DF
653
Dunhill Financial
United Kingdom
$2.59K +$1.08K +61 +90%
OW
654
Olistico Wealth
Oklahoma
$2.59K +$2.28K +129 New
SFA
655
Semmax Financial Advisors
North Carolina
$2.53K – – –
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$2.3K – – –
MSG
657
Main Street Group
Virginia
$2.12K +$18 +1 +1%
FMP
658
Financial Management Professionals
Texas
$2K – – –
HPC
659
HM Payson & Co
Maine
$1.95K +$1.72K +97 New
CWC
660
Carolinas Wealth Consulting
North Carolina
$1.89K +$88 +5 +6%
AIM
661
Anchor Investment Management
South Carolina
$1.8K – – –
CPG
662
Cornerstone Planning Group
New Jersey
$1.64K – – –
RFS
663
Richardson Financial Services
Massachusetts
$1.39K +$655 +37 +100%
CA
664
Clearstead Advisors
Ohio
$1.36K +$1.2K +68 New
TCA
665
Trifecta Capital Advisors
Illinois
$1.3K – – –
TCM
666
TD Capital Management
Tennessee
$1.3K +$18 +1 +2%
EBA
667
Eagle Bay Advisors
New York
$1.22K – – –
SWM
668
Sugarloaf Wealth Management
Georgia
$1.17K – – –
LI
669
LRI Investments
Florida
$1.09K – – –
VWA
670
Valued Wealth Advisors
Utah
$1.08K +$407 +23 +74%
CPA
671
Capital Performance Advisors
California
$1.02K +$902 +51 New
AW
672
Avion Wealth
Texas
$1K +$460 +26 +65%
HFS
673
HBC Financial Services
Washington
$1K +$1.49K +84 New
SIC
674
SJS Investment Consulting
Ohio
$923 +$35 +2 +5%
SIC
675
Salem Investment Counselors
North Carolina
$923 +$814 +46 New
25 26
27
28 29

AES Hedge Fund Activity: Q3 2024 in Review

703 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2024, worth a combined $13.9B — up 15% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AES positions and 83 closed out — a net gain of 13 holders — while 283 added to existing stakes and 241 trimmed.

The largest buyer was State Street, adding an estimated $105M. The largest seller was Capital International Investors, cutting an estimated $131M.

  • 703 institutional investors held AES (AES) as of Q3 2024, up from 694 in Q2 2024.
  • Funds reported $13.9B of AES stock for Q3 2024, up 15% quarter-over-quarter.
  • 96 funds opened new AES positions in Q3 2024 and 83 closed out, a net change of +13 holders.
  • The largest AES buyer in Q3 2024 was State Street, an estimated $105M added.
  • The largest AES seller in Q3 2024 was Capital International Investors, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2024.