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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
C
1051
CEDRUS
Colorado
$299K -$219K -2,243 -44%
AWAU
1052
Alliance Wealth Advisors (Utah)
Utah
$299K +$14.9K +153 +6%
MC
1053
McCarthy & Cox
Ohio
$298K -$21.5K -220 -7%
CSIC
1054
Clifford Swan Investment Counsel
California
$298K -$17.1K -175 -6%
BBNA
1055
Bremer Bank National Association
Minnesota
$297K -$6.54K -67 -2%
JCM
1056
Jacobi Capital Management
Pennsylvania
$296K +$40.6K +416 +17%
DAS
1057
Diversify Advisory Services
Utah
$295K +$64.7K +663 +29%
GAB
1058
German American Bancorp
Indiana
$294K +$31.4K +322 +13%
PP
1059
Paloma Partners
Connecticut
$293K -$157K -1,610 -36%
CWM
1060
Chronos Wealth Management
Florida
$292K +$34.2K +350 +14%
CFD
1061
Creative Financial Designs
Indiana
$291K +$11.7K +120 +4%
GWSG
1062
GPS Wealth Strategies Group
Colorado
$290K -$4.68K -48 -2%
MBTD
1063
Mechanics Bank - Trust Department
California
$290K
TSS
1064
Two Sigma Securities
New York
$289K -$475K -4,868 -63%
SFS
1065
Stiles Financial Services
Minnesota
$288K +$26.5K +272 +11%
HFM
1066
Hartford Financial Management
Connecticut
$287K
BG
1067
Bahl & Gaynor
Ohio
$287K +$6.34K +65 +2%
GWANC
1068
Guardian Wealth Advisors (North Carolina)
North Carolina
$287K -$27.1K -278 -9%
BCM
1069
Becker Capital Management
Oregon
$287K +$35.3K +362 +15%
PFSC
1070
Peoples Financial Services Corp
Pennsylvania
$286K
OQS
1071
Occudo Quantitative Strategies
Florida
$285K +$271K +2,773 New
HB
1072
HTLF Bank
Colorado
$284K
WHG
1073
Westwood Holdings Group
Texas
$284K +$270K +2,769 New
KA
1074
Kovack Advisors
Florida
$284K -$44.3K -454 -14%
Grantham, Mayo, Van Otterloo & Co (GMO)
1075
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$283K +$269K +2,761 New

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.