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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
TWA
1226
TCI Wealth Advisors
Arizona
$202K +$192K +1,969 New
MCM
1227
Manchester Capital Management
Vermont
$201K -$6.93K -71 -3%
ACP
1228
Aveo Capital Partners
Colorado
$201K -$35.6K -365 -16%
LCM
1229
Leisure Capital Management
California
$201K +$191K +1,958 New
SFB
1230
STAR Financial Bank
Indiana
$200K -$34.2K -350 -15%
CA
1231
Carson Advisory
Georgia
$200K +$190K +1,950 New
BWL
1232
Bogart Wealth LLC
Virginia
$200K +$7.81K +80 +4%
ANBT
1233
American National Bank & Trust
Texas
$199K
VEA
1234
Virtus ETF Advisers
New York
$191K -$32.5K -333 -15%
Capstone Investment Advisors
1235
Capstone Investment Advisors
New York
$191K -$1.35M -13,884 -88%
RA
1236
Ransom Advisory
Rhode Island
$189K -$48.8K -500 -21%
CWP
1237
Concord Wealth Partners
Virginia
$189K +$41.5K +425 +30%
PCFFS
1238
Pacific Center for Financial Services
California
$187K
TH
1239
TCTC Holdings
Texas
$181K
ME
1240
McIlrath & Eck
Washington
$181K -$3.42K -35 -2%
HBT
1241
Hills Bank & Trust
Iowa
$179K
CH
1242
Cromwell Holdings
Wyoming
$178K
SOS
1243
Silver Oak Securities
Tennessee
$172K -$38.6K -396 -19%
VWM
1244
Venturi Wealth Management
Texas
$166K +$38.2K +391 +32%
AWM
1245
Avior Wealth Management
Nebraska
$160K -$1.37K -14 -0.9%
HGERS
1246
Householder Group Estate & Retirement Specialist
Arizona
$160K +$41.9K +429 +38%
NIC
1247
Northwest Investment Counselors
Oregon
$157K +$149K +1,526 New
QL
1248
Quarry LP
New York
$155K +$148K +1,515 New
OP
1249
ORG Partners
Indiana
$155K -$10.6K -109 -7%
MRCM
1250
M&R Capital Management
New Jersey
$153K

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.