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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
PGF
626
Plan Group Financial
Oklahoma
$1M +$85.4K +875 +10%
SRL
627
Scientech Research LLC
New Jersey
$1M +$952K +9,753 New
SG
628
StoneX Group
New York
$998K +$36.5K +374 +4%
HI
629
Horizon Investments
North Carolina
$993K -$35.5K -364 -4%
OFG
630
Oxford Financial Group
Indiana
$991K -$35.4K -363 -4%
ACP
631
Aviance Capital Partners
Florida
$990K +$245K +2,508 +35%
SEC
632
Seven Eight Capital
New York
$985K -$753K -7,720 -45%
MCP
633
Mirador Capital Partners
California
$982K +$28.9K +296 +3%
S
634
SignatureFD
Georgia
$976K +$29.6K +303 +3%
BJL
635
Brighton Jones LLC
Washington
$975K -$91.2K -935 -9%
TI
636
Tidal Investments
Wisconsin
$968K -$184K -1,882 -17%
FFA
637
Founders Financial Alliance
North Carolina
$965K +$14.4K +148 +2%
GT
638
Greenleaf Trust
Michigan
$962K +$35K +359 +4%
CAM
639
Columbia Asset Management
Michigan
$961K +$8.49K +87 +0.9%
HI
640
Harbour Investments
Wisconsin
$947K -$67.2K -689 -7%
ACGA
641
Atlanta Consulting Group Advisors
Georgia
$947K +$901K +9,228 New
ACG
642
Allen Capital Group
Nebraska
$946K +$483K +4,951 +116%
MSFP
643
Mark Sheptoff Financial Planning
Connecticut
$936K +$19.5K +200 +2%
WFM
644
Wolff Financial Management
Michigan
$936K
BB
645
Busey Bank
Illinois
$931K +$23.4K +240 +3%
KFGK
646
Keystone Financial Group (Kentucky)
Kentucky
$930K +$16K +164 +2%
CW
647
CreativeOne Wealth
Kansas
$924K +$55K +564 +7%
GFA
648
Gallagher Fiduciary Advisors
Illinois
$923K -$125K -1,278 -12%
FHA
649
Flagship Harbor Advisors
Massachusetts
$918K -$315K -3,229 -27%
PSB
650
Passumpsic Savings Bank
Vermont
$914K +$870K +8,912 New

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.