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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
PWAM
826
Pinnacle West Asset Management
Wyoming
$503K +$2.44K +25 +0.5%
ADL
827
Asset Dedication LLC
California
$503K -$314K -3,217 -40%
HCP
828
Hexagon Capital Partners
Arkansas
$501K -$9.56K -98 -2%
BOH
829
Bank of Hawaii
Hawaii
$501K -$34.5K -353 -7%
CPIA
830
Cornell Pochily Investment Advisors
New York
$498K -$29.6K -303 -6%
CIA
831
Cohen Investment Advisors
New Hampshire
$497K -$70.3K -720 -13%
JAM
832
Jupiter Asset Management
United Kingdom
$497K +$473K +4,847 New
RGI
833
River Global Investors
United Kingdom
$496K
WPC
834
Wedmont Private Capital
Pennsylvania
$496K +$25.9K +265 +6%
KCPG
835
Kavar Capital Partners Group
Kansas
$495K +$3.51K +36 +0.8%
SAM
836
Silvercrest Asset Management
New York
$493K
NPT
837
Nixon Peabody Trust
Massachusetts
$492K
WIM
838
WealthPlan Investment Management
Nebraska
$492K
NB
839
Northwest Bancshares
Pennsylvania
$492K -$4.39K -45 -0.9%
FOFP
840
Fee-Only Financial Planning
South Carolina
$489K
ES
841
Eagle Strategies
New York
$489K -$38K -389 -8%
BIA
842
Barry Investment Advisors
Massachusetts
$487K -$6.05K -62 -1%
PPP
843
Private Portfolio Partners
New Jersey
$484K +$461K +4,722 New
IF
844
Intrua Financial
Texas
$484K -$411K -4,211 -47%
AWA
845
Arete Wealth Advisors
Illinois
$482K -$46.7K -479 -9%
BFM
846
Boothbay Fund Management
New York
$482K +$458K +4,694 New
LA
847
LexAurum Advisors
Kansas
$481K +$390 +4 +0.1%
FBB
848
Fulton Breakefield Broenniman
Maryland
$481K -$5.86K -60 -1%
AC
849
Avestar Capital
New York
$480K +$11.7K +120 +3%
IFWM
850
Institute for Wealth Management
Colorado
$479K -$3.22K -33 -0.7%

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.