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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

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

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
BCWM
701
Bartlett & Co Wealth Management
Ohio
$60 – – –
CJ
702
Caitlin John
Michigan
$41 -$4.95K -280 -99%
EWP
703
Elevation Wealth Partners
California
$10 – – –
CMP
704
Coston McIsaac & Partners
Maine
$5 – – –
DWM
705
Dogwood Wealth Management
Kansas
$1 – – –
ZIG
706
Zurich Insurance Group
Switzerland
– -$30.7M -1,749,942 Closed
Point72 Asset Management
707
Point72 Asset Management
Connecticut
– -$24.9M -1,418,720 Closed
CSS
708
Cubist Systematic Strategies
Connecticut
– -$12.5M -705,641 Closed
GIA
709
Gateway Investment Advisers
Ohio
– -$10.7M -608,910 Closed
HHAM
710
HITE Hedge Asset Management
Massachusetts
– -$10.5M -600,000 Closed
DMC
711
DSC Meridian Capital
New York
– -$732K -417,147 Closed
National Pension Service
712
National Pension Service
South Korea
– -$6.85M -389,651 Closed
YCM
713
Yaupon Capital Management
New York
– -$6.75M -384,400 Closed
APG Asset Management
714
APG Asset Management
Netherlands
– -$5.5M -335,272 Closed
DFO
715
Duquesne Family Office
New York
– -$5.53M -314,750 Closed
SW
716
Simplicity Wealth
New Jersey
– -$3.95M -225,000 Closed
PI
717
PEAK6 Investments
Illinois
– -$3.26M -184,351 Closed
TI
718
TrueMark Investments
Illinois
– -$2.72M -154,646 Closed
MCM
719
MKP Capital Management
New York
– -$2.62M -149,000 Closed
CI
720
CX Institutional
Indiana
– -$2.42M -137,557 Closed
SM
721
Sciencast Management
New Jersey
– -$2.39M -136,303 Closed
TC
722
TwinBeech Capital
New York
– -$2.19M -124,924 Closed
CM
723
Caption Management
Oklahoma
– -$2.08M -117,400 Closed
PD
724
Point72 (DIFC)
United Arab Emirates
– -$1.74M -99,275 Closed
PHK
725
Point72 Hong Kong
Hong Kong
– -$1.68M -95,573 Closed
27 28
29
30 31

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.