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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
ITIM
801
Indiana Trust & Investment Management
Indiana
$540K -$2.44K -25 -0.5%
BOS
802
Bank of Stockton
California
$538K +$17.4K +178 +4%
BWM
803
BKM Wealth Management
Wisconsin
$536K +$510K +5,221 New
JIP
804
Jaffetilchin Investment Partners
Florida
$534K -$3.71K -38 -0.7%
SYBT
805
Stock Yards Bank & Trust
Kentucky
$534K -$29.2K -299 -5%
IHL
806
Investment House LLC
California
$530K -$6.54K -67 -1%
AIM
807
Anchor Investment Management
South Carolina
$529K
AGWCA
808
Annis Gardner Whiting Capital Advisors
Florida
$524K +$156K +1,600 +46%
CWS
809
Confluence Wealth Services
Pennsylvania
$523K +$200K +2,046 +67%
CWM
810
Cornerstone Wealth Management
Missouri
$523K +$31.2K +320 +7%
PTP
811
Platform Technology Partners
New York
$523K -$3.02K -31 -0.6%
GL
812
Graypoint LLC
New York
$520K +$21.5K +220 +5%
EWM
813
Empirical Wealth Management
Washington
$520K
PCM
814
Parsons Capital Management
Rhode Island
$520K +$75K +768 +18%
GT
815
Glenview Trust
Kentucky
$519K +$1.85K +19 +0.4%
RAM
816
Roanoke Asset Management
New Jersey
$516K +$10.7K +110 +2%
WA
817
WBH Advisory
Maryland
$513K -$39.3K -403 -7%
9WM
818
9258 Wealth Management
Ohio
$513K +$2.73K +28 +0.6%
RIL
819
Rothschild Investment LLC
Illinois
$513K +$5.76K +59 +1%
WP
820
WMS Partners
Maryland
$513K -$11.6K -119 -2%
LODC
821
Lanham O'Dell & Company
West Virginia
$511K +$3.32K +34 +0.7%
MWM
822
Meridian Wealth Management
Kentucky
$509K +$484K +4,956 New
Walleye Capital
823
Walleye Capital
New York
$507K +$20.2K +207 +4%
SFS
824
Summit Financial Strategies
Ohio
$506K -$9.76K -100 -2%
TBA
825
Tower Bridge Advisors
Pennsylvania
$505K

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.