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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
FCBT
376
First Citizens Bank & Trust
North Carolina
$3.36M +$52.5K +538 +2%
TIAA Trust, National Association
377
TIAA Trust, National Association
North Carolina
$3.35M +$12K +123 +0.4%
PA
378
Pinnacle Associates
New York
$3.31M +$748K +7,665 +23%
EFIC
379
Eliot Finkel Investment Counsel
California
$3.26M -$71.2K -730 -2%
DTL
380
Dynamic Technology Lab
Singapore
$3.24M +$2.26M +23,142 +275%
HFS
381
Hantz Financial Services
Michigan
$3.23M -$60.9K -624 -2%
Los Angeles Capital Management
382
Los Angeles Capital Management
California
$3.21M +$2.37M +24,329 +348%
CCG
383
Cypress Capital Group
Florida
$3.21M -$9.37K -96 -0.3%
HWM
384
HB Wealth Management
Georgia
$3.2M +$213K +2,179 +8%
VF
385
Virtu Financial
New York
$3.19M +$3.04M +31,106 New
PWP
386
Principle Wealth Partners
Connecticut
$3.19M
BRWA
387
B. Riley Wealth Advisors
Florida
$3.17M -$327K -3,346 -10%
WTC
388
WhitTier Trust Company
Nevada
$3.17M +$27.8K +285 +0.9%
CSPIA
389
Cary Street Partners Investment Advisory
Virginia
$3.17M +$506K +5,189 +20%
FBT
390
First Bank & Trust
South Dakota
$3.16M -$78.7K -806 -3%
Credit Agricole
391
Credit Agricole
France
$3.12M -$3.22M -32,946 -52%
MSRPS
392
Maryland State Retirement & Pension System
Maryland
$3.09M -$1.09M -11,190 -27%
PCIA
393
Prime Capital Investment Advisors
Kansas
$3.08M +$45.1K +462 +2%
IAA
394
Independent Advisor Alliance
North Carolina
$3.06M -$72.1K -739 -2%
HFM
395
Harvest Fund Management
China
$3.04M +$1.34M +13,687 +86%
SAM
396
Securian Asset Management
Minnesota
$3.01M -$94.9K -972 -3%
IWC
397
Integrated Wealth Concepts
Massachusetts
$2.98M -$24.2K -248 -0.8%
RJT
398
Raymond James Trust
Florida
$2.96M -$395K -4,051 -12%
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.91M +$36K +369 +1%
Thrivent Financial for Lutherans
400
Thrivent Financial for Lutherans
Minnesota
$2.86M +$110K +1,131 +4%

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.