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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
GBT
676
Grove Bank & Trust
Florida
$759 +$881 +59 New
CPG
677
Cornerstone Planning Group
New Jersey
$755 -$493 -33 -33%
SWM
678
Sugarloaf Wealth Management
Georgia
$655 -$105 -7 -12%
PWA
679
Physician Wealth Advisors
Utah
$644 +$747 +50 New
MCM
680
Manchester Capital Management
Vermont
$605 -$6.27K -420 -90%
WCM
681
WealthTrak Capital Management
Virginia
$515 +$597 +40 New
LIS
682
Legacy Investment Solutions
Idaho
$487
LWMI
683
Legacy Wealth Management (Idaho)
Idaho
$487
DPW
684
DiNuzzo Private Wealth
Pennsylvania
$477 -$90 -6 -14%
GJIA
685
Glass Jacobson Investment Advisors
Maryland
$477 +$553 +37 New
RFS
686
Richardson Financial Services
Massachusetts
$476 -$553 -37 -50%
CWP
687
Clark Wealth Partners
Illinois
$476 +$553 +37 New
CTC
688
Central Trust Company
Missouri
$451 -$60 -4 -10%
OCM
689
Orion Capital Management
California
$438 +$508 +34 New
TCG
690
Transcendent Capital Group
Oklahoma
$412
AGWCA
691
Annis Gardner Whiting Capital Advisors
Florida
$387 +$448 +30 New
NL
692
NVWM LLC
Pennsylvania
$386 +$373 +25 +500%
CWM
693
Copia Wealth Management
Oregon
$373 +$433 +29 New
OC
694
Oakworth Capital
Alabama
$360
FFC
695
First Financial Corp
Indiana
$296
TWD
696
True Wealth Design
Ohio
$271 -$134 -9 -30%
KFI
697
Key Financial Inc
Pennsylvania
$270
PWA
698
Principia Wealth Advisory
Texas
$270 +$314 +21 New
CAM
699
Chesapeake Asset Management
New York
$257 +$149 +10 +100%
NC
700
NewSquare Capital
Pennsylvania
$245 +$284 +19 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.