We are live on ! Find out more
AEP icon

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
NRS
751
Neville Rodie & Shaw
New York
$640K
PPW
752
Parcion Private Wealth
Washington
$640K +$11.4K +117 +2%
GLA
753
Great Lakes Advisors
Illinois
$639K +$608K +6,228 New
AO
754
Advisor OS
Illinois
$636K +$113K +1,156 +23%
WC
755
Whitney & Co
New York
$626K
BTI
756
Blue Trust Inc
Georgia
$624K +$336K +3,445 +94%
PPWP
757
Premier Path Wealth Partners
New Jersey
$621K +$1.85K +19 +0.3%
Jane Street
758
Jane Street
New York
$620K -$16.3M -167,174 -97%
CA
759
Cornerstone Advisory
Maryland
$618K -$21.2K -217 -3%
CS
760
Cannell & Spears
New York
$617K +$206K +2,111 +54%
FLI
761
Family Legacy Inc
South Carolina
$616K +$31.7K +325 +6%
EFS
762
Essex Financial Services
Connecticut
$611K -$87.3K -895 -13%
BO
763
Bank OZK
Arkansas
$606K +$8.88K +91 +2%
ARG
764
Advisory Resource Group
Oklahoma
$603K +$98 +1 +0%
MWM
765
Modera Wealth Management
New Jersey
$601K -$1.07K -11 -0.2%
NWM
766
Northcape Wealth Management
New York
$595K
MFG
767
Merit Financial Group
Georgia
$595K -$198K -2,026 -26%
SLG
768
Stanley-Laman Group
Pennsylvania
$593K +$12K +123 +2%
AUB
769
Atlantic Union Bankshares
Virginia
$593K -$781 -8 -0.1%
ATIA
770
American Trust Investment Advisors
New Hampshire
$590K +$562K +5,755 New
GRP
771
Global Retirement Partners
California
$590K -$47.4K -486 -8%
EFM
772
E Fund Management
China
$589K +$44.7K +458 +9%
WSFS
773
Wilmington Savings Fund Society
Delaware
$589K +$560K +5,737 New
DCM
774
Donaldson Capital Management
Indiana
$588K +$2.15K +22 +0.4%
SIA
775
Schechter Investment Advisors
Michigan
$587K -$2.44K -25 -0.4%

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.