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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
KFI
1251
Key Financial Inc
Pennsylvania
$152K +$1.37K +14 +1%
HBW
1252
Hazlett, Burt & Watson
West Virginia
$151K -$126K -1,288 -47%
PGAM
1253
Princeton Global Asset Management
New Jersey
$151K +$22.8K +234 +19%
SAM
1254
S.A. Mason
Michigan
$150K
FFO
1255
Fortitude Family Office
Arizona
$148K +$137K +1,406 +3,800%
CB
1256
CNB Bank
Pennsylvania
$143K -$29.1K -298 -18%
WSCM
1257
Wellington Shields Capital Management
New York
$142K +$135K +1,380 New
TFGT
1258
TS Financial Group (TSFG)
Illinois
$141K +$195 +2 +0.1%
BCM
1259
Blume Capital Management
California
$139K
CSWM
1260
Cassady Schiller Wealth Management
Ohio
$138K
AAP
1261
Arax Advisory Partners
Colorado
$138K +$3.51K +36 +3%
GBT
1262
Grove Bank & Trust
Florida
$136K +$9.37K +96 +8%
LFASL
1263
Lugano Financial Advisors SA (LFA)
Switzerland
$134K +$17.9K +183 +16%
WIM
1264
Westside Investment Management
California
$134K -$2.83K -29 -2%
TSMHT
1265
Thurston Springer Miller Herd & Titak
Indiana
$133K -$6.15K -63 -5%
DIP
1266
DT Investment Partners
Pennsylvania
$132K
TC
1267
Truvestments Capital
Florida
$131K -$312K -3,197 -71%
1IA
1268
1620 Investment Advisors
Massachusetts
$131K -$65.1K -667 -34%
TF
1269
Tompkins Financial
New York
$131K +$15.7K +161 +14%
SNB
1270
Security National Bank
Nebraska
$130K +$124K +1,267 New
AWM
1271
AllSquare Wealth Management
New York
$129K
HWA
1272
Heritage Wealth Advisors
Virginia
$129K -$39K -400 -24%
BLC
1273
Brown, Lisle/Cummings
Rhode Island
$128K
APW
1274
Acima Private Wealth
Virginia
$126K
MWA
1275
MFA Wealth Advisors
Pennsylvania
$124K +$31.9K +327 +37%

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.