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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
FA
1101
FSA Advisors
Michigan
$262K +$5.27K +54 +2%
RDWM
1102
Red Door Wealth Management
Tennessee
$262K +$249K +2,551 New
TWC
1103
TD Waterhouse Canada
Ontario, Canada
$262K -$31.5K -323 -11%
CTA
1104
Chesley Taft & Associates
Illinois
$261K +$248K +2,541 New
TIA
1105
Tiemann Investment Advisors
California
$261K
TFS
1106
Thoroughbred Financial Services
Tennessee
$260K +$5.76K +59 +2%
PCM
1107
Penserra Capital Management
California
$260K +$244K +2,502 +5,957%
IFS
1108
Ifrah Financial Services
Arkansas
$259K +$195 +2 +0.1%
MG
1109
Mather Group
Illinois
$258K -$510K -5,221 -67%
QWP
1110
Quotient Wealth Partners
Texas
$258K +$21.4K +219 +10%
JSW
1111
Journey Strategic Wealth
New Jersey
$258K +$245K +2,513 New
LA
1112
Latitude Advisors
Florida
$258K
PJSIMP
1113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K
WI
1114
WrapManager Inc
California
$257K -$96K -984 -28%
PR
1115
Payden & Rygel
California
$257K
FM
1116
Foster & Motley
Ohio
$256K -$3.9K -40 -2%
CSC
1117
Caldwell Sutter Capital
California
$256K -$4.39K -45 -2%
LMKC
1118
L.M. Kohn & Company
Ohio
$254K +$98 +1 +0%
Kovitz Investment Group Partners
1119
Kovitz Investment Group Partners
Illinois
$253K +$972K +9,956 New
MFC
1120
Mechanics Financial Corp
Ohio
$251K
TCOV
1121
Trust Company of Vermont
Vermont
$250K -$33.3K -341 -12%
RA
1122
RFG Advisory
Alabama
$249K -$195 -2 -0.1%
CIC
1123
Cutler Investment Counsel
Oregon
$248K
CBT
1124
Central Bank & Trust
Kentucky
$246K
FG
1125
Fiduciary Group
Georgia
$246K +$976 +10 +0.4%

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.