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
SIC
1476
SJS Investment Consulting
Ohio
$2.15K -$10.8K -111 -84%
FMTCOCP
1477
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
CAM
1478
ClariVest Asset Management
California
$1.84K
CAC
1479
Core Alternative Capital
Georgia
$1.74K
NL
1480
NVWM LLC
Pennsylvania
$1.64K
TCM
1481
Tradewinds Capital Management
Washington
$1.54K
TWD
1482
True Wealth Design
Ohio
$1.44K -$3.22K -33 -70%
CJ
1483
Caitlin John
Michigan
$1.31K +$1.37K +14 New
MIA
1484
MeadowBrook Investment Advisors
Michigan
$1.23K
PMAM
1485
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.07K +11 New
SFCL
1486
Strengthening Families & Communities LLC
Massachusetts
$718
WA
1487
WestEnd Advisors
North Carolina
$718
CAM
1488
Creekmur Asset Management
Illinois
$616
RS
1489
Rakuten Securities
Japan
$513 -$17.3K -177 -97%
WOC
1490
West Oak Capital
California
$369
PCMC
1491
Planning Capital Management Corporation
Pennsylvania
$206 -$4.1K -42 -95%
MFG
1492
Mendota Financial Group
Wisconsin
$103 +$98 +1 New
MFA
1493
McClarren Financial Advisors
Pennsylvania
$18 +$8.88K +91 +105%
DWM
1494
Dogwood Wealth Management
Kansas
$7
APG Asset Management
1495
APG Asset Management
Netherlands
-$40M -489,011 Closed
Ohio Public Employees Retirement System (OPERS)
1496
Ohio Public Employees Retirement System (OPERS)
Ohio
-$21.2M -241,356 Closed
SA
1497
Sanctuary Advisors
Indiana
-$12.7M -148,620 Closed
UOC
1498
UBS O'Connor
Illinois
-$7.98M -91,000 Closed
IWA
1499
IBEX Wealth Advisors
New Jersey
-$3.5M -39,936 Closed
BPAMU
1500
BTG Pactual Asset Management US
New York
-$3.01M -34,262 Closed

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.