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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
TC
1401
Trust Company
Kansas
$20.5K
FFC
1402
First Financial Corp
Indiana
$20.1K -$18K -184 -48%
MA
1403
Montag & Associates
Georgia
$20K -$1.07K -11 -5%
BGAI
1404
Bruce G. Allen Investments
Colorado
$19.9K
GEA
1405
Glen Eagle Advisors
New Jersey
$19.5K
HGA
1406
Hobbs Group Advisors
South Carolina
$19.5K
CPA
1407
Capital Performance Advisors
California
$19.5K +$18.5K +190 New
FC
1408
Fairscale Capital
New Hampshire
$18.8K
CJH
1409
Christopher J. Hasenberg
Wisconsin
$18.8K
BIA
1410
Bell Investment Advisors
California
$18.7K -$586 -6 -3%
WTA
1411
Washington Trust Advisors
Massachusetts
$18.5K
ATC
1412
Advantage Trust Company
Kansas
$18K
BWP
1413
Baldwin Wealth Partners
Massachusetts
$18K +$4.49K +46 +36%
FCMT
1414
Founders Capital Management (Texas)
Texas
$17.8K
PWMG
1415
Prestige Wealth Management Group
New Jersey
$17.3K
BHWM
1416
Beaird Harris Wealth Management
Texas
$15.4K
VWWMG
1417
Vermillion & White Wealth Management Group
Pennsylvania
$15.4K
HC
1418
Hara Capital
Washington
$15.4K +$14.6K +150 New
RWPA
1419
Richard W. Paul & Associates
Michigan
$15.2K -$3.32K -34 -19%
YDMI
1420
Y.D. More Investments
Israel
$14.9K -$105K -1,074 -88%
CPG
1421
Cornerstone Planning Group
New Jersey
$14.9K +$293 +3 +2%
FMP
1422
Financial Management Professionals
Texas
$13K +$1.37K +14 +12%
FRA
1423
Front Row Advisors
California
$12.8K -$65K -666 -84%
CWM
1424
Compass Wealth Management
Connecticut
$12.8K
FGA
1425
Fortis Group Advisors
New Jersey
$12.8K

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.