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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
NCM
1026
Novare Capital Management
North Carolina
$310K +$1.46K +15 +0.5%
KIG
1027
Kowal Investment Group
Wisconsin
$309K +$37.4K +383 +15%
UAS
1028
United Asset Strategies
New York
$308K -$35.3K -362 -11%
BAM
1029
Bosun Asset Management
Illinois
$308K -$9.66K -99 -3%
CTB
1030
Country Trust Bank
Illinois
$308K
LWP
1031
LMG Wealth Partners
Louisiana
$308K
FNFDCM
1032
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$307K
ISL
1033
Ingalls & Snyder LLC
New York
$307K +$55.3K +567 +23%
TAM
1034
Townsend Asset Management
North Carolina
$306K
TW
1035
TritonPoint Wealth
Maryland
$305K +$3.61K +37 +1%
CW
1036
Channel Wealth
California
$305K -$37.9K -388 -12%
GL
1037
Gerber LLC
Ohio
$305K
MSAM
1038
Moloney Securities Asset Management
Missouri
$305K -$4.59K -47 -2%
PWPS
1039
Pinnacle Wealth Planning Services
Ohio
$305K +$8K +82 +3%
SFP
1040
Sandbox Financial Partners
Maryland
$305K
KSB
1041
Kennebec Savings Bank
Maine
$304K +$289K +2,962 New
GLA
1042
Good Life Advisors
Pennsylvania
$303K -$56.3K -577 -16%
HNB
1043
Hilltop National Bank
Wyoming
$303K
WFS
1044
Widmann Financial Services
Maryland
$303K
EWA
1045
EverSource Wealth Advisors
Alabama
$303K +$9.76K +100 +4%
AWA
1046
Aaron Wealth Advisors
Illinois
$302K +$49.4K +506 +21%
XF
1047
XML Financial
Maryland
$300K +$10.3K +106 +4%
OAM
1048
Oxford Asset Management
United Kingdom
$300K +$285K +2,920 New
DWP
1049
Daymark Wealth Partners
Ohio
$299K +$8.69K +89 +3%
CC
1050
Constitution Capital
Connecticut
$299K -$594K -6,090 -68%

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.