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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
SSB
776
Sandy Spring Bank
Maryland
$586K -$6.34K -65 -1%
LCM
777
Liberty Capital Management
Michigan
$585K
FSA
778
Franklin Street Advisors
North Carolina
$583K +$6.83K +70 +1%
CCWM
779
Cassaday & Co Wealth Management
Virginia
$582K +$68.5K +702 +14%
SDAM
780
Shulman DeMeo Asset Management
New York
$577K +$1.07K +11 +0.2%
DT
781
Diversified Trust
Tennessee
$577K +$3.22K +33 +0.6%
MPPLM
782
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$575K +$56.8K +582 +12%
SMG
783
Smart Money Group
Texas
$569K +$2.34K +24 +0.4%
WIA
784
World Investment Advisors
California
$568K +$303K +3,108 +128%
CIC
785
Carnegie Investment Counsel
Ohio
$566K +$98 +1 +0%
AA
786
Addison Advisors
Vermont
$565K +$449K +4,604 +510%
AP
787
Atwood & Palmer
Missouri
$564K
CK
788
Cohen Klingenstein
New York
$564K
HR
789
Howe & Rusling
New York
$564K +$7.71K +79 +1%
CA
790
CoreCap Advisors
Michigan
$562K +$535K +5,481 New
AWM
791
Aberdeen Wealth Management
Illinois
$557K
CI
792
Cigna Investments
Connecticut
$556K -$14K -143 -3%
CSB
793
City State Bank
Iowa
$555K
MSWM
794
McGlone Suttner Wealth Management
Wisconsin
$554K +$273K +2,801 +108%
FTWA
795
Fifth Third Wealth Advisors
Ohio
$552K +$49.4K +506 +10%
GIA
796
Gladstone Institutional Advisory
Florida
$550K -$415K -4,251 -44%
AA
797
Advisory Alpha
Michigan
$547K +$21.5K +220 +4%
IIC
798
Ironwood Investment Counsel
Arizona
$545K -$11K -113 -2%
BAM
799
Blueshift Asset Management
New Jersey
$544K +$518K +5,307 New
CM
800
Capula Management
Cayman Islands
$543K +$516K +5,291 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.