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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
ACM
501
Aster Capital Management
United Arab Emirates
$1.66M +$1.57M +16,136 New
BOSSRA
502
B.O.S.S. Retirement Advisors
Utah
$1.64M +$46K +471 +3%
MCM
503
MAI Capital Management
Ohio
$1.64M -$524K -5,373 -25%
BFIM
504
Beese Fulmer Investment Management
Ohio
$1.63M +$3.32K +34 +0.2%
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.62M -$122K -1,247 -7%
SCM
506
Spreng Capital Management
Ohio
$1.61M -$1.16M -11,935 -43%
KCM
507
Kornitzer Capital Management
Kansas
$1.61M
HCM
508
Hodges Capital Management
Texas
$1.61M -$568K -5,824 -27%
ET
509
Equitable Trust
Tennessee
$1.6M +$200K +2,050 +15%
GI
510
GAMMA Investing
California
$1.59M +$292K +2,994 +24%
RCM
511
Raleigh Capital Management
North Carolina
$1.59M -$327K -3,346 -18%
JF
512
Jump Financial
Illinois
$1.58M -$1.59M -16,287 -51%
GJWM
513
Gilliland Jeter Wealth Management
Arkansas
$1.57M
FCB
514
First County Bank
Connecticut
$1.57M -$206K -2,112 -12%
MCM
515
Mainstay Capital Management
Michigan
$1.57M +$12.1K +124 +0.8%
NG
516
Norden Group
Utah
$1.54M +$918K +9,409 +167%
BCA
517
Bay Colony Advisors
Massachusetts
$1.54M +$2.73K +28 +0.2%
SPA
518
Sherbrooke Park Advisers
New York
$1.53M -$10.6K -109 -0.7%
CT
519
Colonial Trust
South Carolina
$1.52M +$165K +1,686 +13%
FHB
520
First Hawaiian Bank
Hawaii
$1.52M -$87.6K -898 -6%
WWM
521
Western Wealth Management
Colorado
$1.51M +$824K +8,448 +134%
NSEDCP
522
NJ State Employees Deferred Compensation Plan
New Jersey
$1.51M
Lido Advisors
523
Lido Advisors
California
$1.51M +$160K +1,636 +12%
AIC
524
Archer Investment Corporation
Indiana
$1.51M
MC
525
Moors & Cabot
Massachusetts
$1.51M -$241K -2,471 -14%

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.