We are live on ! Find out more

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
CCA
801
Catalyst Capital Advisors
New York
-$18.5K -922 Closed
ATS
802
Ashton Thomas Securities
New York
-$16.6K -826 Closed
CAL
803
Capital Advisors Ltd
Ohio
-$7.56K -506 -94%
TCOV
804
Trust Company of Vermont
Vermont
-$5.01K -250 Closed
GWSA
805
Global Wealth Strategies & Associates
Colorado
-$4.51K -225 Closed
BAM
806
Byrne Asset Management
New Jersey
-$4.01K -200 Closed
MSG
807
Main Street Group
Virginia
-$2.12K -106 Closed
HPC
808
HM Payson & Co
Maine
-$1.95K -97 Closed
AW
809
Avion Wealth
Texas
-$1K -66 Closed
CPA
810
Capital Performance Advisors
California
-$1.02K -51 Closed
SIC
811
SJS Investment Consulting
Ohio
-$923 -46 Closed
BWP
812
Baldwin Wealth Partners
Massachusetts
-$762 -38 Closed
CIAS
813
CBIZ Investment Advisory Services
Ohio
-$621 -31 Closed
VAMG
814
Voisard Asset Management Group
Michigan
-$462 -23 Closed
PCWA
815
Pacific Capital Wealth Advisors
California
-$401 -20 Closed
WBC
816
West Branch Capital
Massachusetts
-$201 -10 Closed
WA
817
WestEnd Advisors
North Carolina
-$201 -10 Closed
MFG
818
Mendota Financial Group
Wisconsin
-$121 -6 Closed
HFS
819
Hantz Financial Services
Michigan
+$90 +6 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.