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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
IAS
1376
IMA Advisory Services
Colorado
$32.6K +$31K +318 New
USB
1377
Union Savings Bank
Connecticut
$31.8K +$488 +5 +2%
RFG
1378
REAP Financial Group
Texas
$31.1K +$195 +2 +0.7%
CH
1379
Canton Hathaway
Rhode Island
$31K
GKIM
1380
GW&K Investment Management
Massachusetts
$29K +$1.66K +17 +6%
BFS
1381
Burkett Financial Services
South Carolina
$28.2K +$195 +2 +0.7%
TCM
1382
TD Capital Management
Tennessee
$28.2K +$195 +2 +0.7%
C
1383
Covestor
United Kingdom
$28K -$195 -2 -0.7%
HWM
1384
Hemington Wealth Management
Virginia
$28K +$28.2K +289 New
IIC
1385
Integrated Investment Consultants
Michigan
$27.9K +$1.22M +12,522 New
FCT
1386
First Community Trust
Iowa
$27.3K
GSEP
1387
Golden State Equity Partners
California
$25.6K +$24.4K +250 New
HWA
1388
HHM Wealth Advisors
Tennessee
$25.5K -$3.32K -34 -12%
LIS
1389
Legacy Investment Solutions
Idaho
$25.5K +$26.6K +273 New
LWMI
1390
Legacy Wealth Management (Idaho)
Idaho
$25.5K +$26.6K +273 New
FNWA
1391
Financial Network Wealth Advisors
Utah
$25.3K +$488 +5 +2%
CHA
1392
Carmichael Hill & Associates
Maryland
$25.1K
OAJ
1393
Ogorek Anthony Joseph
New York
$25K -$1.95K -20 -7%
MSG
1394
Main Street Group
Virginia
$23.8K -$976 -10 -4%
TCM
1395
TruNorth Capital Management
Michigan
$23.1K +$6.64K +68 +43%
AWM
1396
Abound Wealth Management
Tennessee
$22.2K +$15.3K +157 +266%
Kayne Anderson Rudnick Investment Management
1397
Kayne Anderson Rudnick Investment Management
California
$21.3K +$18.9K +194 +1,386%
CAM
1398
Chesapeake Asset Management
New York
$21K +$488 +5 +3%
RBC
1399
Roble Belko & Company
Pennsylvania
$21K
WWM
1400
Wolff Wiese Magana
California
$20.6K

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.