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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
SIA
351
Soltis Investment Advisors
Utah
$3.95M -$3.27M -33,469 -46%
MFIM
352
Mesirow Financial Investment Management
Illinois
$3.95M -$9.47K -97 -0.3%
HC
353
Hendley & Co
Ohio
$3.93M -$9.76K -100 -0.3%
MGP
354
Metis Global Partners
California
$3.89M +$509K +5,211 +16%
GCM
355
Garland Capital Management
Washington
$3.86M -$335K -3,435 -8%
BC
356
Brookfield Corp
Ontario, Canada
$3.85M
JWM
357
Jeppson Wealth Management
California
$3.83M -$2.05K -21 -0.1%
AWM
358
Axxcess Wealth Management
California
$3.81M +$19.3K +198 +0.5%
BCM
359
Bayesian Capital Management
New York
$3.81M -$69.8K -715 -2%
KRS
360
Kentucky Retirement Systems
Kentucky
$3.8M -$259K -2,652 -7%
PAM
361
Panagora Asset Management
Massachusetts
$3.79M -$23.3K -239 -0.6%
NSIM
362
North Star Investment Management
Illinois
$3.78M -$127K -1,297 -3%
Bessemer Group
363
Bessemer Group
New Jersey
$3.76M +$3.06M +31,406 +598%
AssetMark Inc
364
AssetMark Inc
California
$3.75M -$691K -7,081 -16%
MCB
365
Morton Community Bank
Illinois
$3.74M -$34.3K -351 -1%
RC
366
Randolph Company
Ohio
$3.67M -$33.2K -340 -0.9%
TRCT
367
Tower Research Capital (TRC)
New York
$3.62M -$6.75M -69,141 -66%
AWS
368
Atria Wealth Solutions
New York
$3.61M -$201K -2,061 -6%
EWA
369
Exencial Wealth Advisors
Oklahoma
$3.59M -$106K -1,091 -3%
MSU
370
Mizuho Securities USA
New York
$3.54M -$599K -6,141 -15%
Focus Partners Wealth
371
Focus Partners Wealth
Massachusetts
$3.49M +$1.61M +16,539 +95%
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$3.42M -$38.2K -391 -1%
PHK
373
Point72 Hong Kong
Hong Kong
$3.41M +$3.25M +33,263 New
CA
374
Cornerstone Advisors
North Carolina
$3.41M +$39K +400 +1%
NEAM
375
New England Asset Management
Connecticut
$3.4M +$3.24M +33,180 New

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.