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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
ASN
601
Advisory Services Network
Georgia
$1.1M
FC
602
Forte Capital
New York
$1.1M +$336K +3,445 +47%
NS
603
NBC Securities
Alabama
$1.1M -$48.6K -498 -4%
PTC
604
Private Trust Company
Ohio
$1.09M -$17.7K -181 -2%
SPC
605
Sigma Planning Corp
Michigan
$1.08M -$196K -2,004 -16%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$1.08M -$15.9K -163 -2%
RCM
607
Radnor Capital Management
Pennsylvania
$1.07M -$7.61K -78 -0.7%
GI
608
GAMCO Investors
Connecticut
$1.07M
EA
609
Everpar Advisors
Oklahoma
$1.07M +$8.59K +88 +0.9%
HW
610
Hancock Whitney
Mississippi
$1.07M -$18.4K -189 -2%
GFP
611
Gryphon Financial Partners
Ohio
$1.06M +$4.1K +42 +0.4%
NP
612
Ninepoint Partners
Ontario, Canada
$1.06M +$1.01M +10,356 New
WAP
613
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$15.4K -158 -2%
MIM
614
Morningstar Investment Management
Illinois
$1.05M -$50.4K -516 -5%
JSC
615
Jackson Square Capital
California
$1.05M
MA
616
Mutual Advisors
Nebraska
$1.05M -$7.51K -77 -0.7%
CAC
617
Certified Advisory Corp
Florida
$1.05M +$11.7K +120 +1%
SCM
618
Schnieders Capital Management
California
$1.04M -$3.12K -32 -0.3%
AAM
619
AR Asset Management
California
$1.03M
SACTSONJ
620
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.03M
AIA
621
Affinity Investment Advisors
California
$1.02M
SWM
622
SeaCrest Wealth Management
New York
$1.02M -$73.8K -756 -7%
LNWWM
623
Laird Norton Wetherby Wealth Management
California
$1.01M -$81.6K -836 -8%
AIM
624
Aigen Investment Management
New York
$1.01M +$959K +9,827 New
NL
625
Navalign LLC
California
$1.01M +$39.6K +406 +4%

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.