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
HAG
451
HighPoint Advisor Group
Illinois
$2.12M -$185K -1,892 -8%
IP
452
Investment Partners
Ohio
$2.1M -$16K -164 -0.8%
BPA
453
Beacon Pointe Advisors
California
$2.09M -$260K -2,667 -12%
SF
454
Summit Financial
New Jersey
$2.09M +$44.5K +456 +2%
MHI
455
Miller Howard Investments
New York
$2.07M -$93.7K -960 -5%
Brown Advisory
456
Brown Advisory
Maryland
$2.06M -$127K -1,302 -6%
AAMA
457
Advanced Asset Management Advisors
Ohio
$2.04M
FTDI
458
First Trust Direct Indexing
Massachusetts
$2.03M +$379K +3,886 +24%
IWM
459
IHT Wealth Management
Illinois
$2.02M +$1.16M +11,936 +153%
ETC
460
Exchange Traded Concepts
Oklahoma
$2.01M +$1.87M +19,179 +4,215%
SAM
461
Secure Asset Management
Michigan
$2.01M +$213K +2,178 +13%
JPWM
462
Jamison Private Wealth Management
Georgia
$2M +$3.32K +34 +0.2%
FB
463
Fulton Bank
Pennsylvania
$2M -$437K -4,479 -19%
FLPIM
464
F.L. Putnam Investment Management
Massachusetts
$1.99M -$209K -2,138 -10%
SDIC
465
South Dakota Investment Council
South Dakota
$1.98M
PFA
466
Pathway Financial Advisers
Indiana
$1.98M +$3.12K +32 +0.2%
IB
467
Intrust Bank
Kansas
$1.98M +$28.6K +293 +2%
HCM
468
Huber Capital Management
California
$1.98M
SCP
469
Stamos Capital Partners
California
$1.97M -$1.1M -11,230 -37%
UCFA
470
United Capital Financial Advisors
Texas
$1.96M +$44.2K +453 +2%
GAM
471
Garrison Asset Management
Arkansas
$1.95M +$10.6K +109 +0.6%
IA
472
IFP Advisors
Florida
$1.93M -$299K -3,065 -14%
KFP
473
KMG Fiduciary Partners
Ohio
$1.92M +$35.1K +360 +2%
AWG
474
Altus Wealth Group
Colorado
$1.92M +$81.5K +835 +5%
CFS
475
Commonwealth Financial Services
West Virginia
$1.91M -$108K -1,111 -6%

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.