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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
HWM
651
Hemington Wealth Management
Virginia
$2K -$1.4K -94 -30%
ST
652
Smithfield Trust
Pennsylvania
$2K -$911 -61 -27%
SFA
653
Semmax Financial Advisors
North Carolina
$1.92K
AA
654
Ancora Advisors
Ohio
$1.91K +$2.21K +148 New
RTL
655
Red Tortoise LLC
Georgia
$1.89K
MAS
656
MPWM Advisory Solutions
Georgia
$1.79K +$2.08K +139 New
WA
657
WPG Advisers
Maryland
$1.78K +$2.06K +138 New
NMG
658
New Millennium Group
Utah
$1.73K
OW
659
Olistico Wealth
Oklahoma
$1.66K
CH
660
Cromwell Holdings
Wyoming
$1.65K -$23.8K -1,595 -93%
FMP
661
Financial Management Professionals
Texas
$1.6K
LFG
662
Larson Financial Group
Missouri
$1.57K -$493 -33 -21%
SIM
663
Synergy Investment Management
Florida
$1.52K +$1.76K +118 New
MSWM
664
Mowery & Schoenfeld Wealth Management
Illinois
$1.4K +$1.63K +109 New
CMA
665
Cedar Mountain Advisors
Oregon
$1.29K +$1.49K +100 New
SWA
666
SOA Wealth Advisors
New York
$1.29K +$1.49K +100 New
AIM
667
Anchor Investment Management
South Carolina
$1.16K
LI
668
LRI Investments
Florida
$1K
HFS
669
HBC Financial Services
Washington
$1K
NWM
670
Navigoe Wealth Management
California
$1K +$2.02K +135 New
SO
671
Sierra Ocean
California
$938 +$1.07K +72 New
VWA
672
Valued Wealth Advisors
Utah
$865 +$194 +13 +24%
TCM
673
TD Capital Management
Tennessee
$845 +$15 +1 +2%
TCA
674
Trifecta Capital Advisors
Illinois
$837
EBA
675
Eagle Bay Advisors
New York
$785

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.