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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
PA
676
Procyon Advisors
Connecticut
$812K -$89.9K -921 -10%
1IA
677
1834 Investment Advisors
Wisconsin
$809K -$96.8K -992 -11%
SWA
678
Stratos Wealth Advisors
Ohio
$807K -$313K -3,205 -29%
GAM
679
Gotham Asset Management
New York
$805K +$124K +1,270 +19%
MWM
680
Mission Wealth Management
California
$800K +$316K +3,241 +71%
FRA
681
Frank Rimerman Advisors
California
$799K +$1.37K +14 +0.2%
PA
682
Parallel Advisors
California
$798K +$67.6K +693 +10%
FCM
683
Fourpath Capital Management
Oklahoma
$798K -$38.6K -396 -5%
DB
684
Danske Bank
Denmark
$797K +$299K +3,066 +65%
RGF
685
Retirement Guys Formula
Ohio
$795K +$38K +389 +5%
TCM
686
Twin Capital Management
Pennsylvania
$792K -$20.1K -206 -3%
PP
687
PDS Planning
Ohio
$791K +$390 +4 +0.1%
ECM
688
Evergreen Capital Management
Washington
$784K -$4.98K -51 -0.7%
PA
689
Prossimo Advisors
California
$783K +$744K +7,627 New
NCM
690
Next Capital Management
New York
$782K +$89.1K +913 +14%
SM
691
STF Management
Texas
$780K -$73.9K -757 -9%
DAS
692
Dynamic Advisor Solutions
Arizona
$778K -$6.64K -68 -0.9%
BCMO
693
Buckingham Capital Management (Ohio)
Ohio
$773K -$13.7K -140 -2%
CB
694
Cadence Bank
Mississippi
$770K -$154K -1,582 -17%
EFMC
695
Empire Financial Management Company
New York
$767K
WA
696
Waverly Advisors
Alabama
$761K +$2.54K +26 +0.4%
NFG
697
Nations Financial Group
Iowa
$750K +$63.3K +649 +10%
PWW
698
Pettyjohn Wood & White
Virginia
$748K -$9.47K -97 -1%
AFG
699
Argent Financial Group
Louisiana
$748K +$711K +7,290 New
CAI
700
Capital Advisors Inc
Oklahoma
$747K -$18K -184 -2%

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.