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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
CA
1326
Crewe Advisors
Utah
$59.9K +$488 +5 +0.9%
IA
1327
IFS Advisors
Kansas
$58.6K
CCA
1328
Catalyst Capital Advisors
New York
$56.6K +$3.61K +37 +7%
CFG
1329
CKW Financial Group
Hawaii
$56K
WB
1330
Webster Bank
Connecticut
$55.9K -$10.2K -105 -16%
RDFA
1331
Ritter Daniher Financial Advisory
Ohio
$54.2K
OC
1332
Oakworth Capital
Alabama
$54K +$488 +5 +1%
BSB
1333
Bangor Savings Bank
Maine
$53.8K
WCM
1334
Winthrop Capital Management
Indiana
$53K
LWA
1335
Lowe Wealth Advisors
Maryland
$52.4K
NMM
1336
Naples Money Management
Florida
$52.1K
POIA
1337
Pin Oak Investment Advisors
Texas
$52K
ACA
1338
Atlas Capital Advisors
Wyoming
$51.9K
BC
1339
Barrett & Company
Rhode Island
$51.7K +$98 +1 +0.2%
TFM
1340
TFC Financial Management
Massachusetts
$51.4K
PSB
1341
Piscataqua Savings Bank
New Hampshire
$51.3K
UCB
1342
United Community Bank
South Carolina
$51.3K
NFA
1343
Northwest Financial Advisors
Virginia
$51.3K +$48.8K +500 New
RI
1344
Ridgewood Investments
New Jersey
$51.2K -$7.61K -78 -14%
AWM
1345
Atticus Wealth Management
Florida
$51.2K -$16.3K -167 -25%
FFWM
1346
Future Financial Wealth Management
Ohio
$50.4K +$47.9K +491 New
BAM
1347
Byrne Asset Management
New Jersey
$50.3K
TFIPS
1348
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.3K
FF
1349
Friedenthal Financial
New Jersey
$50.1K +$47.6K +488 New
LOIP
1350
Live Oak Investment Partners
Texas
$49.5K

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.