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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
VFP
1201
Verus Financial Partners
Virginia
$211K +$201K +2,059 New
ACIM
1202
Azimuth Capital Investment Management
Michigan
$210K +$200K +2,050 New
BRA
1203
Bender Robert & Associates
California
$210K +$200K +2,050 New
LIG
1204
Lokken Investment Group
Delaware
$210K +$200K +2,045 New
LFG
1205
Larson Financial Group
Missouri
$209K -$2.93K -30 -1%
JAG
1206
Journey Advisory Group
Kentucky
$209K
GI
1207
Gradient Investments
Minnesota
$209K -$83.4K -855 -30%
SL
1208
Salomon & Ludwin
Virginia
$208K -$48.8K -500 -20%
IBOK
1209
Independence Bank of Kentucky
Kentucky
$208K +$2.44K +25 +1%
SFP
1210
Shepherd Financial Partners
Massachusetts
$207K +$197K +2,015 New
CFG
1211
Citizens Financial Group
Rhode Island
$207K +$197K +2,014 New
MFWP
1212
Mosaic Family Wealth Partners
Missouri
$206K +$196K +2,010 New
MCM
1213
Monument Capital Management
Virginia
$206K +$196K +2,008 New
AWM
1214
Aries Wealth Management
Maine
$205K +$195K +2,000 New
OFA
1215
Oak Family Advisors
Illinois
$205K +$195K +2,000 New
PSP
1216
Principal Street Partners
Tennessee
$205K +$201K +2,056 New
CA
1217
Commerzbank Aktiengesellschaft
Germany
$205K +$195K +1,994 New
RIA
1218
Realta Investment Advisors
Delaware
$205K -$212K -2,169 -51%
LCM
1219
LCM Capital Management
Illinois
$204K +$194K +1,992 New
CFO
1220
CVA Family Office
Colorado
$204K +$3.51K +36 +2%
MIM
1221
MTM Investment Management
South Carolina
$204K +$198K +2,031 New
WT
1222
Washington Trust
Rhode Island
$203K -$29.3K -300 -13%
SC
1223
Sapient Capital
Indiana
$203K +$193K +1,979 New
BSSFA
1224
Baron Silver Stevens Financial Advisors
Florida
$203K +$193K +1,977 New
FCP
1225
Fidelis Capital Partners
Florida
$203K +$196K +2,010 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.