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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
GWP
1151
Gen-Wealth Partners
Michigan
$234K -$24K -246 -9%
FMWA
1152
Forvis Mazars Wealth Advisors
Missouri
$234K +$222K +2,277 New
CIG
1153
Cascade Investment Group
Colorado
$234K +$222K +2,276 New
FA
1154
FDx Advisors
Illinois
$232K -$37.9K -388 -15%
S
1155
Sunpointe
Missouri
$232K -$35.4K -363 -14%
APP
1156
Avantax Planning Partners
Iowa
$231K -$154K -1,573 -41%
MA
1157
MCF Advisors
Kentucky
$231K -$5.76K -59 -3%
VAM
1158
Verity Asset Management
North Carolina
$231K +$219K +2,247 New
RFS
1159
Richardson Financial Services
Massachusetts
$230K
DBIA
1160
Dumont & Blake Investment Advisors
New Jersey
$230K +$219K +2,240 New
SIMG
1161
Sonora Investment Management Group
Arizona
$230K +$219K +2,239 New
DLA
1162
Douglas Lane & Associates
New York
$229K -$23.4K -240 -10%
IAS
1163
Investment Advisory Services
Texas
$227K +$216K +2,215 New
SHFA
1164
SC&H Financial Advisors
Maryland
$227K +$215K +2,208 New
BWM
1165
Brophy Wealth Management
New Hampshire
$226K +$215K +2,203 New
MFG
1166
Magnus Financial Group
New York
$225K +$214K +2,195 New
JGIA
1167
Jackson Grant Investment Advisers
Connecticut
$225K +$683 +7 +0.3%
PS
1168
Planned Solutions
California
$224K -$22.6K -232 -10%
AAM
1169
Austin Asset Management
Texas
$224K +$213K +2,182 New
FM
1170
Family Management
New York
$224K -$33.4K -342 -14%
MA
1171
MONECO Advisors
Connecticut
$223K -$33.5K -343 -14%
PBO
1172
Peoples Bank (Ohio)
Ohio
$222K -$110K -1,127 -34%
MLL
1173
Moody Lynn & Lieberson
Massachusetts
$222K +$211K +2,162 New
LGA
1174
Lebenthal Global Advisors
New York
$222K +$211K +2,162 New
PB
1175
Pinnacle Bancorp
Nebraska
$222K

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.