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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
AG
401
Ascent Group
Virginia
$2.85M -$103K -1,056 -4%
PAS
402
Park Avenue Securities
New York
$2.84M +$120K +1,227 +5%
GGA
403
Granite Group Advisors
Connecticut
$2.84M -$34.1K -349 -1%
HAS
404
HBW Advisory Services
California
$2.79M -$247K -2,533 -9%
CNBTD
405
Citizens National Bank Trust Department
Mississippi
$2.79M +$29.3K +300 +1%
EGA
406
Eagle Global Advisors
Texas
$2.78M +$2.64M +27,100 New
1SB
407
1ST Source Bank
Indiana
$2.77M +$7.81K +80 +0.3%
WPP
408
Whalerock Point Partners
Rhode Island
$2.76M
AWA
409
Arkadios Wealth Advisors
Georgia
$2.75M -$97.8K -1,002 -4%
RWM
410
Rockline Wealth Management
New York
$2.75M +$119K +1,219 +5%
SSWM
411
Smith Salley Wealth Management
North Carolina
$2.75M +$75.3K +772 +3%
SB
412
Strategic Blueprint
Georgia
$2.74M +$331K +3,390 +15%
OAM
413
Oppenheimer Asset Management
New York
$2.74M +$17.5K +179 +0.7%
SCM
414
Sterling Capital Management
North Carolina
$2.73M +$2.6M +26,601 New
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$2.71M +$67.5K +692 +3%
NA
416
NewEdge Advisors
Louisiana
$2.67M +$46.7K +479 +2%
NIM
417
NXG Investment Management
Texas
$2.67M +$2.54M +26,000 New
SA
418
Strategic Advisors
New York
$2.66M
NMERB
419
New Mexico Educational Retirement Board
New Mexico
$2.64M -$78.1K -800 -3%
PI
420
PFG Investments
New York
$2.64M -$53K -543 -2%
SWP
421
Stratos Wealth Partners
Ohio
$2.63M +$160K +1,644 +7%
Holocene Advisors
422
Holocene Advisors
New York
$2.61M -$1.25M -12,831 -34%
CTA
423
Colonial Trust Advisors
South Carolina
$2.59M +$58.9K +604 +2%
NB
424
Norinchukin Bank
Japan
$2.58M +$286K +2,933 +13%
KFBMI
425
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.56M

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.