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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
BHPW
901
Beverly Hills Private Wealth
California
$421K -$70.9K -726 -15%
LWL
902
Leo Wealth LLC
Texas
$420K -$45.7K -468 -10%
VWMG
903
Virginia Wealth Management Group
Virginia
$417K +$54.1K +554 +16%
CGL
904
Clarius Group LLC
Washington
$416K -$14.5K -149 -4%
RB
905
Rodgers Brothers
Pennsylvania
$415K +$488 +5 +0.1%
MWM
906
Mattern Wealth Management
Kansas
$415K
PIM
907
Penobscot Investment Management
Massachusetts
$415K
BC
908
Bridgefront Capital
Texas
$414K +$393K +4,031 New
MP
909
McDonald Partners
Ohio
$413K
LSAG
910
Lake Street Advisors Group
New Hampshire
$409K -$2.25K -23 -0.6%
OFS
911
OneAscent Financial Services
Alabama
$408K -$147K -1,511 -28%
CT
912
Chicago Trust
Illinois
$407K +$109K +1,114 +39%
GS
913
GTS Securities
New York
$405K +$4.1K +42 +1%
PPC
914
Park Place Capital
Alabama
$404K -$110K -1,127 -22%
CI
915
Conning Inc
Connecticut
$404K -$98 -1 -0%
SFG
916
Sovereign Financial Group
Connecticut
$400K -$976 -10 -0.3%
Fisher Asset Management
917
Fisher Asset Management
Washington
$399K -$120K -1,231 -24%
NIM
918
Northeast Investment Management
Massachusetts
$397K
EWM
919
Evercore Wealth Management
New York
$397K -$46.2K -473 -11%
BFC
920
Bedel Financial Consulting
Indiana
$397K +$29.7K +304 +9%
JIC
921
Joel Isaacson & Co
New York
$396K +$25.5K +261 +7%
MPM
922
Meritage Portfolio Management
Kansas
$395K -$5.03M -51,553 -93%
GWM
923
Gray Wealth Management
Maine
$393K +$488 +5 +0.1%
TNB
924
Thomasville National Bank
Georgia
$393K
KMWM
925
Keudell/Morrison Wealth Management
Oregon
$392K -$43.5K -446 -10%

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.