Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AES CORP (AES)

738 + Investors. Track Smart Money conviction in AES. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — AES

Based on 700 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
700 hedge funds hold AES right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

399 buying321 selling
Last quarter: 399 funds bought or added vs 321 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new AES position: 114 → 107 → 98 → 123. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
433 out of 700 hedge funds have held AES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~123 new funds/quarter

112 → 114 → 107 → 98 → 123 new funds/Q
New funds entering each quarter: 114 → 107 → 98 → 123. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Of 738 current holders: 504 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
44 of 700 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AES

How many hedge funds hold AES — quarterly history vs. share price
Quarterly hedge fund ownership of AES vs. share price

Market Analysis: AES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AES

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 6 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: AES
2026 Q1 Stats Unlock in 22 days 738 + Investors

Track Smart Money conviction in AES. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 738 699 5.58%
13F Shares 622M 642M -3.11%
Total Value $8.90B $8.56B 4.01%
New Positions 125 100 +25
Increased Positions 313 300 +13
Closed Positions 84 96 -12
Reduced Positions 301 310 -9
Total Calls 18 20 -10.0%
Total Puts 22 24 -8.33%
PUT/CALL Ratio 1.22 1.2 Bearish

Statistics: AES

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

738 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AES. Verified SEC 13F-HR filings.

Top 25 institutional holders of AES — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALPINE ASSOCIATES MANAGEMENT INC. 1.57% 1,890,163 $26.6M
2 CIBRA Capital Ltd 1.33% 195,700 $2.8M
3 Nicholas Wealth, LLC. 0.74% 76,334 $1.1M
4 A. D. Beadell Investment Counsel, Inc. 0.64% 70,850 —
5 Douglas Lane & Associates, LLC 0.62% 3,045,279 $42.9M
6 Lynx Investment Advisory 0.50% 74,893 $1.1M
7 MONARCH CAPITAL MANAGEMENT INC 0.48% 139,101 $2.0M
8 TRITONPOINT WEALTH, LLC 0.43% 284,650 $4.0M
9 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.40% 165,915 $2.3M
10 Ridgewood Investments LLC 0.39% 67,768 $955K
11 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.37% 741,059 $10.4M
12 A&I FINANCIAL SERVICES, LLC 0.34% 50,919 $717K
13 Wallace Advisory Group, LLC 0.31% 20,625 $291K
14 Oak Thistle LLC 0.30% 219,110 $3.1M
15 OLD SECOND NATIONAL BANK OF AURORA 0.29% 99,309 $1.4M
16 Investors Research Corp 0.28% 103,725 $1.5M
17 RWC Asset Management LLP 0.28% 470,841 $6.6M
18 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.25% 129,820 $1.8M
19 Bayforest Capital Ltd 0.22% 14,077 $198K
20 SG Americas Securities, LLC 0.22% 14,280,668 $201K
21 COMMUNITY TRUST & INVESTMENT CO 0.21% 270,549 $3.8M
22 CPC Advisors, LLC 0.20% 87,670 $1.2M
23 River Street Advisors LLC 0.19% 39,881 $562K
24 USA FINANCIAL FORMULAS 0.16% 60,416 $851K
25 Y-Intercept (Hong Kong) Ltd 0.15% 552,773 $7.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AES CORP (AES)

What does the Smart Money Trend signal show for AES?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AES?

Slight buying edge — 55% buying: Last quarter: 399 funds bought or added vs 321 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AES holders?

Elite ownership — 59% AUM from top-100 funds: 44 of 700 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AES?

62% of holders stayed for 2+ years: 433 out of 700 hedge funds have held AES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.