We are live on ! Find out more
AEP icon

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
WCM
1126
WealthBridge Capital Management
Ohio
$246K +$234K +2,399 New
WQ
1127
Wealth Quarterback
New Jersey
$245K +$1.07K +11 +0.5%
WAM
1128
WNY Asset Management
New York
$244K -$21.5K -220 -8%
ERIM
1129
Eagle Ridge Investment Management
Connecticut
$244K +$1.17K +12 +0.5%
GWP
1130
Gateway Wealth Partners
Wisconsin
$243K
EFL
1131
ERn Financial LLC
Wisconsin
$243K +$1.66K +17 +0.7%
LGW
1132
Leslie Global Wealth
Illinois
$243K +$231K +2,366 New
QC
1133
Quent Capital
New York
$242K +$6.64K +68 +3%
BFS
1134
Bradley Foster & Sargent
Connecticut
$242K +$4.98K +51 +2%
VIM
1135
Vinva Investment Management
Australia
$242K -$21.5K -220 -8%
AWM
1136
Angeles Wealth Management
California
$242K +$230K +2,357 New
TWP
1137
Tyche Wealth Partners
Texas
$241K -$7.22K -74 -3%
CPIG
1138
Chicago Partners Investment Group
Illinois
$241K -$8.2K -84 -3%
PCA
1139
Private Capital Advisors
Connecticut
$240K
NSAM
1140
North Star Asset Management
Wisconsin
$240K -$2.73K -28 -1%
IA
1141
Insight Advisors
Pennsylvania
$239K
SFG
1142
SevenBridge Financial Group
Pennsylvania
$238K
GJIA
1143
Glass Jacobson Investment Advisors
Maryland
$238K
CPP
1144
Capasso Planning Partners
South Carolina
$238K -$76.3K -782 -25%
RT
1145
Rockland Trust
Massachusetts
$238K -$586 -6 -0.3%
SIAG
1146
Safeguard Investment Advisory Group
California
$237K -$293 -3 -0.1%
IA
1147
IFG Advisors
Missouri
$237K
CC
1148
Cornerstone Capital
California
$236K
HL
1149
HeadInvest LLC
Maine
$235K
NWAG
1150
Net Worth Advisory Group
Utah
$235K +$223K +2,286 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.