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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
CT
1276
Coastline Trust
Rhode Island
$123K +$117K +1,200 New
NRG
1277
Nemes Rush Group
Michigan
$121K
DCBT
1278
Dakota Community Bank & Trust
North Dakota
$117K -$976 -10 -0.9%
IWA
1279
Icon Wealth Advisors
Texas
$116K -$2.44K -25 -2%
CCC
1280
Chelsea Counsel Company
California
$114K +$34.2K +350 +46%
PCTC
1281
Perkins Coie Trust Company
Washington
$107K
TCA
1282
Trifecta Capital Advisors
Illinois
$104K
FA
1283
Financial Avengers
California
$104K -$1.17K -12 -1%
PA
1284
PSI Advisors
Florida
$103K +$488 +5 +0.5%
GIA
1285
GHP Investment Advisors
Colorado
$103K
SA
1286
SRH Advisors
Kansas
$103K
AA
1287
Alta Advisers
United Kingdom
$103K +$97.6K +1,000 New
SWM
1288
Sugarloaf Wealth Management
Georgia
$102K +$488 +5 +0.5%
RMC
1289
Resources Management Corp
Connecticut
$100K
LFA
1290
LGT Financial Advisors
Texas
$99K +$586 +6 +0.6%
DMBA
1291
Deseret Mutual Benefit Administrators
Utah
$93.2K
SC
1292
Stephens Consulting
Michigan
$91.4K -$3.32K -34 -4%
BBPWM
1293
Blue Bell Private Wealth Management
Pennsylvania
$89.7K
WAM
1294
WFA Asset Management
Wisconsin
$89.1K +$683 +7 +0.8%
Optiver Holding
1295
Optiver Holding
Netherlands
$88.2K +$83.9K +860 New
DSC
1296
Duncker Streett & Co
Missouri
$87.3K
BCMLT
1297
Beacon Capital Management LLC (Tennessee)
Tennessee
$87K +$3.51K +36 +4%
FFL
1298
Financial Freedom LLC
Ohio
$86.1K +$195 +2 +0.2%
Loomis, Sayles & Company
1299
Loomis, Sayles & Company
Massachusetts
$86K +$6.64K +68 +9%
TIM
1300
Tortoise Investment Management
New York
$85.3K +$683 +7 +0.8%

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.