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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
JFA
1351
JNBA Financial Advisors
Minnesota
$49.1K
ATC
1352
Adirondack Trust Company
New York
$48.5K -$14.8K -152 -24%
RWM
1353
Reston Wealth Management
Virginia
$47.9K +$45.6K +467 New
APC
1354
Aspire Private Capital
North Carolina
$47.7K -$3.42K -35 -7%
BWAM
1355
Boyd Watterson Asset Management
Ohio
$47.2K
FFA
1356
Frazier Financial Advisors
Ohio
$45.9K -$14.5K -149 -25%
RA
1357
Rational Advisors
New York
$45.7K -$6.34K -65 -13%
SCM
1358
Silvant Capital Management
Georgia
$45K
FPFS
1359
First Personal Financial Services
North Carolina
$44.2K +$488 +5 +1%
BFP
1360
Briaud Financial Planning
Texas
$44K
B
1361
Birchbrook
Maine
$41.6K +$6.64K +68 +20%
NAAA
1362
New Age Alpha Advisors
New York
$41.5K +$39.4K +404 New
FDCP
1363
Foster Dykema Cabot & Partners
Massachusetts
$41.3K
MCM
1364
MV Capital Management
Maryland
$41.2K +$5.76K +59 +17%
PP
1365
Pingora Partners
Wyoming
$39.5K
CAS
1366
Coppell Advisory Solutions
Texas
$38.7K +$976 +10 +3%
LI
1367
LRI Investments
Florida
$37.9K
HB
1368
Horizon Bancorp
Indiana
$37K -$41.9K -429 -54%
FWA
1369
FSC Wealth Advisors
New York
$36.1K +$195 +2 +0.6%
FP
1370
Financial Perspectives
Minnesota
$35.8K
VCM
1371
Versant Capital Management
Arizona
$35.3K +$5.08K +52 +18%
RA
1372
Rise Advisors
New York
$34.8K +$293 +3 +0.9%
MBFW
1373
Morton Brown Family Wealth
Pennsylvania
$34.3K
WPA
1374
West Paces Advisors
Georgia
$32.8K
SHF
1375
Safe Harbor Fiduciary
Florida
$32.8K +$31.2K +320 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.