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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B -$6.42M -430,109 -0.5%
BlackRock
2
BlackRock
New York
$650M -$382K -25,566 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$633M +$120M +8,027,426 +20%
State Street
4
State Street
Massachusetts
$496M -$1.2M -80,360 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$367M +$112M +7,519,129 +36%
Capital International Investors
6
Capital International Investors
California
$347M -$524M -35,093,715 -57%
Capital World Investors
7
Capital World Investors
California
$293M -$37.4M -2,503,142 -10%
OAG
8
Orbis Allan Gray
Bermuda
$291M -$14.9M -997,794 -4%
Morgan Stanley
9
Morgan Stanley
New York
$290M -$663K -44,413 -0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$217M +$5.7M +381,761 +2%
Invesco
11
Invesco
Georgia
$205M +$93.2M +6,238,087 +64%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$122M +$141M +9,450,401 New
MGP
13
M&G plc
United Kingdom
$114M +$33.5M +2,241,583 +34%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$95.2M -$354K -23,724 -0.3%
Charles Schwab
15
Charles Schwab
California
$88.5M +$2.76M +185,020 +3%
Millennium Management
16
Millennium Management
New York
$85.3M +$48.4M +3,238,244 +96%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$85M +$11.9M +799,664 +14%
Northern Trust
18
Northern Trust
Illinois
$84.4M +$9.39M +628,911 +11%
ClearBridge Investments
19
ClearBridge Investments
New York
$71.8M -$6.45M -431,953 -7%
UBS Group
20
UBS Group
Switzerland
$71.1M +$57.7M +3,862,105 +232%
Goldman Sachs
21
Goldman Sachs
New York
$69.9M -$65.5M -4,386,722 -45%
SSM
22
Sound Shore Management
Connecticut
$69.1M +$80.2M +5,367,768 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$64.8M +$50.9M +3,405,800 +209%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$61.2M +$3.73M +249,486 +6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$55.3M +$15.9M +1,062,074 +33%

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.