We are live on ! Find out more
AEP icon

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
WOSD
1426
WFA of San Diego
California
$12.3K
RP
1427
Raelipskie Partnership
Ontario, Canada
$11.8K +$11.2K +115 New
WBC
1428
West Branch Capital
Massachusetts
$11.6K
AFS
1429
Annapolis Financial Services
Maryland
$11.5K
MAM
1430
Morse Asset Management
Connecticut
$11.4K +$10.8K +111 New
PG
1431
Proffitt & Goodson
Tennessee
$11.2K
DF
1432
Dunhill Financial
United Kingdom
$10.8K +$5.37K +55 +110%
VWA
1433
Valued Wealth Advisors
Utah
$10.5K +$9.76K +100 +5,000%
HWP
1434
Highline Wealth Partners
California
$10.4K +$781 +8 +9%
W
1435
WealthCollab
Washington
$10.4K
ECM
1436
Estabrook Capital Management
New York
$10.3K
HSA
1437
Hussman Strategic Advisors
Maryland
$10.3K
SC
1438
Swan Capital
Florida
$10.3K
MS
1439
Mizuho Securities
Japan
$10.3K +$9.76K +100 New
NC
1440
NewSquare Capital
Pennsylvania
$9.54K
SFA
1441
Semmax Financial Advisors
North Carolina
$9.39K
PFG
1442
Peterson Financial Group
Iowa
$8.99K +$8.59K +88 New
NECFA
1443
New England Capital Financial Advisors
Connecticut
$8.82K
OLVIG
1444
Oliver Lagore Vanvalin Investment Group
Michigan
$8.78K +$98 +1 +1%
GPI
1445
General Partner Inc
Pennsylvania
$8.72K
EBA
1446
Eagle Bay Advisors
New York
$8.62K
FWM
1447
FSA Wealth Management
Massachusetts
$8.62K +$8.2K +84 New
SIS
1448
Sound Income Strategies
Florida
$8.31K -$6.34K -65 -45%
S
1449
Sachetta
Massachusetts
$8K
NB
1450
NBT Bank
New York
$7.7K +$7.32K +75 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.