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92 hedge funds and large institutions have $194M invested in SES AI in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $372K

215% more capital invested

Capital invested by funds: $61.5M → $194M (+$133M)

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 9292 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.68% less ownership

Funds ownership: 30.66%27.98% (-2.7%)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
31
Reduced
16
Closed
28
Calls
$3.79M
Puts
$372K
Net Calls
+$3.41M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Temasek Holdings
1
Temasek Holdings
Singapore
$67.2M
GMH
2
General Motors Holdings
Michigan
$43.2M -$7.6M -13,332,000 -40%
BlackRock
3
BlackRock
New York
$21.3M +$260K +455,349 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.2M +$347K +608,676 +8%
UBS Group
5
UBS Group
Switzerland
$8.97M +$2.3M +4,031,057 +6,059%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.14M +$94.4K +165,589 +5%
State Street
7
State Street
Massachusetts
$5.95M +$99.8K +175,135 +7%
Northern Trust
8
Northern Trust
Illinois
$2.48M +$13.3K +23,249 +2%
Charles Schwab
9
Charles Schwab
California
$2.3M -$64.2K -112,637 -10%
Jane Street
10
Jane Street
New York
$1.82M +$418K +732,792 +753%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.46M +$254K +445,600 +203%
Two Sigma Investments
12
Two Sigma Investments
New York
$1.12M +$286K +502,399 +4,735%
Goldman Sachs
13
Goldman Sachs
New York
$1.06M -$17.8K -31,188 -6%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.01M +$158K +277,688 +152%
N
15
Nuveen
North Carolina
$980K
Fidelity International
16
Fidelity International
Bermuda
$876K
Millennium Management
17
Millennium Management
New York
$866K -$132K -231,854 -37%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$755K +$138K +241,830 +235%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$732K -$1 -2 -0%
Morgan Stanley
20
Morgan Stanley
New York
$658K -$25.8K -45,209 -13%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$588K +$87.9K +154,206 +135%
Barclays
22
Barclays
United Kingdom
$431K +$14.2K +24,859 +14%
Deutsche Bank
23
Deutsche Bank
Germany
$428K +$60.1K +105,484 +117%
Squarepoint
24
Squarepoint
New York
$352K +$56.3K +98,834 +159%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$345K -$8.63K -15,133 -9%

SES Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SES AI (SES) for Q4 2024, worth a combined $194M — up 215% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SES positions and 28 closed out — a net gain of 2 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $2.3M. The largest seller was General Motors Holdings, cutting an estimated $7.6M.

  • 92 institutional investors held SES AI (SES) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $194M of SES AI stock for Q4 2024, up 215% quarter-over-quarter.
  • 30 funds opened new SES AI positions in Q4 2024 and 28 closed out, a net change of +2 holders.
  • The largest SES AI buyer in Q4 2024 was UBS Group, an estimated $2.3M added.
  • The largest SES AI seller in Q4 2024 was General Motors Holdings, an estimated $7.6M sold.

Based on aggregated 13F filings for Q4 2024.