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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
FPAS
526
Focus Partners Advisor Solutions
Missouri
$1.51M +$155K +1,587 +12%
HCM
527
Howard Capital Management
Georgia
$1.5M +$1.43M +14,664 New
AWM
528
Avitas Wealth Management
California
$1.5M +$19.3K +198 +1%
CTC
529
Central Trust Company
Missouri
$1.49M -$4.78K -49 -0.3%
SHFA
530
SS&H Financial Advisors
Michigan
$1.48M
LA
531
LVW Advisors
New York
$1.48M +$111K +1,137 +9%
JWM
532
JGP Wealth Management
Oregon
$1.47M -$49.6K -508 -3%
HFM
533
Hartford Funds Management
Pennsylvania
$1.47M +$255K +2,617 +22%
NAM
534
NTV Asset Management
West Virginia
$1.47M +$117K +1,200 +9%
WPC
535
Waters Parkerson & Co
Louisiana
$1.46M +$139K +1,420 +11%
SC
536
Searle & Co
Connecticut
$1.46M -$57.6K -590 -4%
Qube Research & Technologies (QRT)
537
Qube Research & Technologies (QRT)
United Kingdom
$1.45M +$196K +2,010 +17%
SF
538
Synovus Financial
Georgia
$1.45M -$49.1K -503 -3%
EH
539
Equitable Holdings
New York
$1.45M +$78K +799 +6%
BOPW
540
Brandywine Oak Private Wealth
Pennsylvania
$1.43M
SGI
541
Summit Global Investments
Utah
$1.43M -$33.8K -346 -2%
CFGS
542
Concourse Financial Group Securities
Alabama
$1.43M -$109K -1,119 -7%
IA
543
Icon Advisers
Colorado
$1.42M -$78.1K -800 -5%
UFF
544
USA Financial Formulas
Michigan
$1.42M +$1.26M +12,892 +1,412%
MIF
545
Mediolanum International Funds
Ireland
$1.41M -$323K -3,311 -19%
HZ
546
Hixon Zuercher
Ohio
$1.4M +$1.34M +13,690 New
VFA
547
Valeo Financial Advisors
Indiana
$1.4M -$111K -1,135 -8%
MOS
548
MGO One Seven
Ohio
$1.38M -$51.7K -530 -4%
QI
549
Qtron Investments
Massachusetts
$1.36M +$1.29M +13,266 New
USAA
550
United Services Automobile Association
Texas
$1.35M -$256K -2,625 -17%

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.