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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
EMFAT
776
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$248K -12,378 Closed
AFT
777
Alpha Family Trust
California
-$246K -12,250 Closed
HCM
778
Howland Capital Management
Massachusetts
-$245K -12,203 Closed
MYLI
779
Meiji Yasuda Life Insurance
Japan
-$243K -12,119 Closed
FTDI
780
First Trust Direct Indexing
Massachusetts
-$242K -12,082 Closed
NP
781
NorthRock Partners
Minnesota
-$241K -12,020 Closed
HBT
782
Heartland Bank & Trust
Illinois
-$239K -11,905 Closed
NB
783
Nicolet Bankshares
Wisconsin
-$237K -11,799 Closed
HF
784
HRT Financial
New York
-$230K -11,511 Closed
GLA
785
Great Lakes Advisors
Illinois
-$226K -11,262 Closed
MW
786
Marcum Wealth
Ohio
-$218K -10,874 Closed
BP
787
Ballentine Partners
Massachusetts
-$216K -10,754 Closed
QCM
788
QRG Capital Management
Illinois
-$216K -10,753 Closed
FAG
789
Fortitude Advisory Group
Washington
-$212K -10,591 Closed
NICM
790
Neo Ivy Capital Management
New York
-$204K -10,186 Closed
BWP
791
Balboa Wealth Partners
Arizona
-$201K -10,016 Closed
VIA
792
Virtus Investment Advisers
Connecticut
-$184K -9,150 Closed
SOW
793
State of Wyoming
Wyoming
-$112K -5,575 Closed
NC
794
nVerses Capital
Florida
-$44.1K -2,200 Closed
ACM
795
Aster Capital Management
United Arab Emirates
-$41.8K -2,082 Closed
Fidelity International
796
Fidelity International
Bermuda
-$33K -1,645 Closed
PCM
797
Peregrine Capital Management
Minnesota
-$25.7K -1,280 Closed
GSEP
798
Golden State Equity Partners
California
-$21.5K -1,072 Closed
EC
799
Elequin Capital
New York
-$21.2K -1,058 Closed
JIP
800
Jaffetilchin Investment Partners
Florida
-$19K -949 Closed

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.