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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
AP
1451
Aspect Partners
Virginia
$7.59K
KWAG
1452
Kiely Wealth Advisory Group
North Carolina
$7.18K
EFP
1453
EnRich Financial Partners
Wisconsin
$7.08K
TIM
1454
Thompson Investment Management
Wisconsin
$6.98K
CWC
1455
Carolinas Wealth Consulting
North Carolina
$6.36K +$976 +10 +19%
BFPW
1456
BOK Financial Private Wealth
Colorado
$6.26K -$49.4K -506 -89%
CFS
1457
CGC Financial Services
Oregon
$6.26K
AW
1458
Avion Wealth
Texas
$6K +$488 +5 +9%
CPA
1459
Clear Point Advisors
New York
$5.44K
UIA
1460
Ulland Investment Advisors
Minnesota
$5K
PWMG
1461
Private Wealth Management Group
New Jersey
$4.92K
ABWM
1462
Alpine Bank Wealth Management
Colorado
$4.92K +$4.68K +48 New
LCM
1463
Logan Capital Management
Pennsylvania
$4.62K
SHIM
1464
Stone House Investment Management
Pennsylvania
$4.51K +$4.29K +44 New
ACM
1465
Anfield Capital Management
California
$4.31K
CTWM
1466
Cherry Tree Wealth Management
Minnesota
$3.9K
CCM
1467
Chilton Capital Management
Texas
$3.69K -$14.9K -153 -81%
MLA
1468
MB, Levis & Associates
Pennsylvania
$3.5K
IAIM
1469
International Assets Investment Management
Florida
$3.43K +$33.9M +347,776 +8,396%
DWM
1470
Darwin Wealth Management
Florida
$3.01K +$2.83K +29 New
PA
1471
Pineridge Advisors
Missouri
$2.56K -$10.6K -109 -81%
WWP
1472
WR Wealth Planners
Missouri
$2.56K
HCM
1473
Hollencrest Capital Management
California
$2.46K
NCM
1474
Northwest Capital Management
Oregon
$2.36K
DPW
1475
DiNuzzo Private Wealth
Pennsylvania
$2.26K +$195 +2 +10%

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.