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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
P
1076
Pitcairn
Pennsylvania
$282K -$102K -1,048 -28%
BMC
1077
Beaton Management Company
Massachusetts
$282K
ABC
1078
Associated Banc-Corp
Wisconsin
$282K -$10.4K -107 -4%
GWA
1079
GGM Wealth Advisors
Maryland
$282K +$2.05K +21 +0.8%
WB
1080
West Bancorporation
Iowa
$282K +$8.88K +91 +3%
CPA
1081
Court Place Advisors
Maryland
$281K
SF
1082
Symphony Financial
Texas
$281K -$3.42K -35 -1%
CI Investments Inc
1083
CI Investments Inc
Ontario, Canada
$281K -$123K -1,260 -32%
FW
1084
FullCircle Wealth
Texas
$280K -$48.5K -497 -15%
FCA
1085
FinTrust Capital Advisors
South Carolina
$278K +$25.7K +263 +11%
RFA
1086
Register Financial Advisors
Georgia
$278K +$195 +2 +0.1%
EHC
1087
Everett Harris & Co
California
$278K -$97.6K -1,000 -27%
MA
1088
MJP Associates
Connecticut
$277K +$264K +2,700 New
NAS
1089
Nicolet Advisory Services
Wisconsin
$277K -$49.1K -503 -16%
JC
1090
JB Capital
Connecticut
$274K -$52.1K -534 -17%
TIA
1091
Trust Investment Advisors
Indiana
$272K +$259K +2,655 New
FFG
1092
Fortem Financial Group
California
$272K +$26.4K +270 +11%
SWM
1093
Shakespeare Wealth Management
Wisconsin
$269K +$390 +4 +0.2%
BFG
1094
Bouchey Financial Group
New York
$268K
MW
1095
Maia Wealth
Colorado
$266K -$31.9K -327 -11%
SC
1096
Schulhoff & Co
Ohio
$266K
MHR
1097
Matthew Hamilton Rosenberg
$266K
HIA
1098
Harbor Investment Advisory
Maryland
$266K -$14.2K -145 -5%
GWM
1099
Gibbs Wealth Management
Georgia
$265K +$252K +2,586 New
LIM
1100
Leavell Investment Management
Alabama
$265K +$5.17K +53 +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.