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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$386M -$4.33M -44,325 -1%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$385M +$191M +1,962,125 +110%
Federated Hermes
28
Federated Hermes
Pennsylvania
$378M -$70.9M -727,002 -16%
Charles Schwab
29
Charles Schwab
California
$327M +$5.02M +51,467 +2%
Amundi
30
Amundi
France
$324M +$53.8M +551,356 +20%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$318M -$26.9M -275,253 -8%
JP Morgan Chase
32
JP Morgan Chase
New York
$315M +$72.1M +739,056 +32%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$250M -$10.5M -107,201 -4%
Barclays
34
Barclays
United Kingdom
$231M +$20.8M +213,153 +10%
Macquarie Group
35
Macquarie Group
Australia
$218M -$25.2M -258,184 -11%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$208M +$83M +850,987 +72%
UBS AM
37
UBS AM
Illinois
$206M -$5.59M -57,283 -3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$199M +$15.5M +159,278 +9%
RJA
39
Raymond James & Associates
Florida
$187M -$2.17M -22,242 -1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$161M +$654K +6,700 +0.4%
National Pension Service
41
National Pension Service
South Korea
$157M +$14.9M +152,381 +11%
First Trust Advisors
42
First Trust Advisors
Illinois
$157M -$6.54M -66,972 -4%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$156M +$6.33M +64,838 +4%
SCP
44
Soroban Capital Partners
New York
$155M -$25.4M -259,797 -15%
Boston Partners
45
Boston Partners
Massachusetts
$153M -$58.6M -600,362 -29%
Capital Research Global Investors
46
Capital Research Global Investors
California
$148M +$181K +1,854 +0.1%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$135M +$3.55M +36,423 +3%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$131M +$12M +123,431 +11%
HighTower Advisors
49
HighTower Advisors
Illinois
$124M -$4.16M -42,614 -3%
IC
50
Icahn Carl
Florida
$124M

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.