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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
PA
851
PFG Advisors
Arizona
$475K -$17.1K -175 -4%
CCA
852
Cobblestone Capital Advisors
New York
$471K -$3.32K -34 -0.7%
AMIM
853
Aull & Monroe Investment Management
Alabama
$469K
ACM
854
AlphaStar Capital Management
North Carolina
$469K -$7.61K -78 -2%
BIM
855
Bridges Investment Management
Nebraska
$469K +$7.22K +74 +2%
KPPF
856
Klein Pavlis & Peasley Financial
California
$467K +$9.66K +99 +2%
RPC
857
Rossmore Private Capital
Connecticut
$467K
FFN
858
Focus Financial Network
Minnesota
$466K -$34.4K -352 -7%
CB
859
Centennial Bank
Arkansas
$466K -$4.88K -50 -1%
WF
860
Welch & Forbes
Massachusetts
$466K +$50.3K +515 +13%
CIAS
861
Capital Investment Advisory Services
North Carolina
$464K +$390 +4 +0.1%
STA
862
Summit Trail Advisors
New York
$463K +$49.7K +509 +13%
CIAS
863
CFS Investment Advisory Services
New Jersey
$463K +$440K +4,508 New
SC
864
Syon Capital
California
$463K -$3.51K -36 -0.8%
PRS
865
Pinkerton Retirement Specialists
Idaho
$463K +$440K +4,509 New
CCM
866
Chiron Capital Management
Florida
$462K -$127K -1,301 -22%
PFBT
867
Parkside Financial Bank & Trust
Missouri
$459K +$293 +3 +0.1%
DWT
868
Dorsey & Whitney Trust
South Dakota
$459K +$87.2K +893 +25%
SIG
869
Sky Investment Group
Connecticut
$459K
MCWS
870
McKinley Carter Wealth Services
West Virginia
$459K -$586 -6 -0.1%
WDC
871
Woodward Diversified Capital
California
$456K -$17.2K -176 -4%
DFCM
872
Dark Forest Capital Management
Puerto Rico
$455K +$433K +4,434 New
NP
873
NorthRock Partners
Minnesota
$455K +$16.5K +169 +4%
ATS
874
Ashton Thomas Securities
New York
$454K +$69.2K +709 +19%
HAG
875
HF Advisory Group
Maryland
$454K -$10.8K -111 -2%

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.