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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
PWM
551
Perigon Wealth Management
California
$1.34M +$13.1K +134 +1%
PAM
552
Paradigm Asset Management
New York
$1.34M
MAS
553
Meeder Advisory Services
Ohio
$1.34M +$86.1K +882 +7%
SCA
554
Snowden Capital Advisors
New York
$1.33M -$140K -1,432 -10%
TF
555
Tudor Financial
Ohio
$1.33M +$1.27M +12,970 New
PA
556
Probity Advisors
Texas
$1.33M -$9.08K -93 -0.7%
Koshinski Asset Management
557
Koshinski Asset Management
Illinois
$1.31M -$11.4K -117 -0.9%
TA
558
TKG Advisors
Indiana
$1.3M -$2.63K -27 -0.2%
CWP
559
Cyndeo Wealth Partners
Florida
$1.3M -$2.04M -20,886 -62%
OIA
560
OneDigital Investment Advisors
Kansas
$1.3M +$41.6K +426 +3%
FNBT
561
FineMark National Bank & Trust
Florida
$1.29M -$32.8K -336 -3%
BBHC
562
Brown Brothers Harriman & Co
New York
$1.29M +$93.9K +962 +8%
D.E. Shaw & Co
563
D.E. Shaw & Co
New York
$1.29M +$1.23M +12,589 New
TPA
564
Trivium Point Advisory
Connecticut
$1.29M +$18.3K +188 +1%
OTL
565
Oak Thistle LLC
New York
$1.28M +$1.22M +12,519 New
UBV
566
United Bank (Virginia)
Virginia
$1.28M -$258K -2,648 -17%
VI
567
Versor Investments
New York
$1.28M -$552K -5,661 -31%
LSA
568
Leonteq Securities AG
Switzerland
$1.27M +$773K +7,923 +179%
CA
569
Claro Advisors
Massachusetts
$1.26M +$86.4K +885 +8%
FIM
570
Freedom Investment Management
Connecticut
$1.25M -$78K -799 -6%
AAS
571
Ameritas Advisory Services
Nebraska
$1.25M -$20.6K -211 -2%
PWA
572
Provenance Wealth Advisors
Florida
$1.24M -$4.29K -44 -0.4%
KWA
573
Kingswood Wealth Advisors
California
$1.24M +$739K +7,568 +168%
RFM
574
Royal Fund Management
Florida
$1.23M -$17K -174 -1%
AA
575
Ancora Advisors
Ohio
$1.23M +$250K +2,564 +27%

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.