We are live on ! Find out more
AEP icon

American Electric Power

1,493 hedge funds and large institutions have $42B invested in American Electric Power in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 558 increasing their positions, 515 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 80

43% more call options, than puts

Call options by funds: $376M | Put options by funds: $262M

19% more capital invested

Capital invested by funds: $35.4B → $42B (+$6.65B)

5% more funds holding

Funds holding: 1,4221,493 (+71)

8% more repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 515

0.61% more ownership

Funds ownership: 76.55%77.16% (+0.61%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
1,493
Holders Change
+71
Holders Change %
+4.99%
% of All Funds
21.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
162
Increased
558
Reduced
515
Closed
80
Calls
$376M
Puts
$262M
Net Calls
+$114M
Net Calls Change
-$79.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
276
Beaumont Financial Advisors
Massachusetts
$6.07M +$4.68K +48 +0.1%
SHGA
277
Sand Hill Global Advisors
California
$6.07M -$109K -1,118 -2%
VI
278
Vestcor Inc
New Brunswick, Canada
$6.05M +$355K +3,636 +7%
VVP
279
Venture Visionary Partners
Ohio
$5.88M +$113K +1,162 +2%
CIA
280
Capital Investment Advisors
Georgia
$5.83M -$136K -1,389 -2%
UOTTAIMCU
281
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.8M +$5.48M +56,186 +15,393%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$5.79M +$196K +2,006 +4%
Verition Fund Management
283
Verition Fund Management
Connecticut
$5.78M -$13.3M -136,539 -71%
KAS
284
Kestra Advisory Services
Texas
$5.77M -$76.9K -788 -1%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$5.73M +$54.1K +554 +1%
PMIA
286
Patrick Mauro Investment Advisor
Illinois
$5.71M -$384K -3,934 -7%
EP
287
Edgestream Partners
New Jersey
$5.69M +$3.9M +39,989 +259%
HCMT
288
Highland Capital Management (Tennessee)
Tennessee
$5.69M -$300K -3,070 -5%
PAG
289
Private Advisor Group
New Jersey
$5.68M -$287K -2,936 -5%
ZB
290
Zions Bancorporation
Utah
$5.67M -$1.41M -14,469 -21%
TAM
291
Tocqueville Asset Management
New York
$5.63M +$57K +584 +1%
YIH
292
Y-Intercept (HK)
Hong Kong
$5.61M +$4.91M +50,335 +1,154%
M
293
MOTCO
Texas
$5.57M -$922K -9,448 -15%
DC
294
Davenport & Co
Virginia
$5.57M -$566K -5,798 -10%
AAS
295
Avantax Advisory Services
Texas
$5.55M +$271K +2,774 +5%
NIM
296
NEOS Investment Management
Connecticut
$5.52M +$947K +9,699 +22%
Balyasny Asset Management
297
Balyasny Asset Management
Illinois
$5.43M -$28.8M -295,614 -85%
VPIM
298
Vanguard Personalized Indexing Management
California
$5.4M +$577K +5,914 +13%
Pathstone Holdings
299
Pathstone Holdings
New Jersey
$5.38M +$85.7K +878 +2%
KeyBank National Association
300
KeyBank National Association
Ohio
$5.29M -$457K -4,687 -8%

AEP Hedge Fund Activity: Q3 2024 in Review

1,493 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2024, worth a combined $42B — up 19% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new AEP positions and 80 closed out — a net gain of 82 holders — while 558 added to existing stakes and 515 trimmed.

The largest buyer was GQG Partners, adding an estimated $482M. The largest seller was Lazard Asset Management, cutting an estimated $388M.

  • 1,493 institutional investors held American Electric Power (AEP) as of Q3 2024, up from 1,422 in Q2 2024.
  • Funds reported $42B of American Electric Power stock for Q3 2024, up 19% quarter-over-quarter.
  • 162 funds opened new American Electric Power positions in Q3 2024 and 80 closed out, a net change of +82 holders.
  • The largest American Electric Power buyer in Q3 2024 was GQG Partners, an estimated $482M added.
  • The largest American Electric Power seller in Q3 2024 was Lazard Asset Management, an estimated $388M sold.

Based on aggregated 13F filings for Q3 2024.