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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
Jennison Associates
51
Jennison Associates
New York
$116M +$17.7M +181,345 +19%
EIP
52
Energy Income Partners
Connecticut
$112M -$12.3M -126,433 -10%
CIC
53
Crawford Investment Counsel
Georgia
$109M +$162K +1,660 +0.2%
JIC
54
Johnson Investment Counsel
Ohio
$108M +$304K +3,118 +0.3%
Citigroup
55
Citigroup
New York
$107M +$25.2M +258,658 +33%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$105M +$30M +307,003 +43%
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$103M -$5.22M -53,532 -5%
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$102M -$51.3M -525,636 -34%
Mawer Investment Management
59
Mawer Investment Management
Alberta, Canada
$100M +$12.3M +125,817 +15%
HNB
60
Huntington National Bank
Ohio
$96.6M +$5.32M +54,503 +6%
Chevy Chase Trust
61
Chevy Chase Trust
Maryland
$94.4M -$16.2M -165,664 -15%
EIP
62
Epoch Investment Partners
New York
$93.3M -$2.22M -22,795 -2%
Stifel Financial
63
Stifel Financial
Missouri
$92.2M +$1.77M +18,135 +2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$90.6M -$2.45M -25,073 -3%
Victory Capital Management
65
Victory Capital Management
Texas
$90.2M +$15.9M +163,297 +23%
LPL Financial
66
LPL Financial
California
$89.8M -$932K -9,550 -1%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$89.1M -$4.68M -47,987 -5%
Deutsche Bank
68
Deutsche Bank
Germany
$88.2M +$1.92M +19,680 +2%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$83M +$6.73M +68,928 +9%
ZIM
70
Zacks Investment Management
Illinois
$80.2M +$76.3M +781,749 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M -$1.48M -15,190 -2%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$77M +$578K +5,922 +0.8%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$76.9M -$22.2M -227,218 -23%
Empower Advisory Group
74
Empower Advisory Group
Colorado
$76M +$2.94M +30,159 +4%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$74.6M +$2.87M +29,362 +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.