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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
MF
1176
Meridian Financial
Massachusetts
$221K +$211K +2,159 New
DFG
1177
Delta Financial Group
New Jersey
$221K +$210K +2,151 New
SWA
1178
SFMG Wealth Advisors
Texas
$221K +$210K +2,150 New
AW
1179
Atlas Wealth
Ohio
$220K +$209K +2,140 New
MIM
1180
Marco Investment Management
Georgia
$219K +$208K +2,136 New
DWM
1181
Diversify Wealth Management
Utah
$219K -$7.91K -81 -4%
CWM
1182
Cranbrook Wealth Management
Michigan
$219K +$2.34K +24 +1%
BFC
1183
Blue Fin Capital
Rhode Island
$217K +$206K +2,114 New
EFS
1184
Econ Financial Services
Pennsylvania
$216K +$206K +2,106 New
KOC
1185
Koss-Olinger Consulting
Florida
$216K +$206K +2,109 New
WHRC
1186
W.H. Reaves & Co
New Jersey
$215K +$204K +2,095 New
SA
1187
SpiderRock Advisors
Delaware
$215K +$204K +2,091 New
LAM
1188
L2 Asset Management
Massachusetts
$214K +$204K +2,088 New
PAG
1189
Powers Advisory Group
Illinois
$214K +$204K +2,087 New
CAM
1190
Cozad Asset Management
Illinois
$214K +$204K +2,086 New
BFM
1191
Boston Financial Management
Massachusetts
$214K -$43.7K -448 -18%
APW
1192
Austin Private Wealth
Texas
$213K +$203K +2,076 New
LWCFA
1193
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K -$8.59K -88 -4%
FH
1194
FWG Holdings
Florida
$212K +$195 +2 +0.1%
KFA
1195
Krane Funds Advisors
New York
$212K -$347K -3,558 -63%
FAG
1196
Fortitude Advisory Group
Washington
$211K +$201K +2,060 New
DIA
1197
Dana Investment Advisors
Wisconsin
$211K +$201K +2,057 New
SFC
1198
Swisher Financial Concepts
Ohio
$211K +$202K +2,065 New
WJWM
1199
Williams Jones Wealth Management
New York
$211K +$200K +2,052 New
FNBTCON
1200
First National Bank & Trust Co of Newtown
Pennsylvania
$211K +$200K +2,052 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.