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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
KI
1526
Kapitalo Investimentos
Brazil
-$325K -3,709 Closed
LFG
1527
Lockerman Financial Group
California
-$314K -3,576 Closed
CT
1528
ClearAlpha Technologies
Connecticut
-$299K -3,404 Closed
TI
1529
Trexquant Investment
Connecticut
-$291K -3,319 Closed
TPWA
1530
TRUE Private Wealth Advisors
Oregon
-$283K -3,230 Closed
MFS
1531
Mirabella Financial Services
United Kingdom
-$271K -3,088 Closed
FTIS
1532
First Trust Investment Solutions
Florida
-$260K -2,963 Closed
APA
1533
Astoria Portfolio Advisors
New York
-$257K -2,934 Closed
OHWA
1534
Oak Hill Wealth Advisors
Virginia
-$280K -2,870 Closed
BIM
1535
Bullseye Investment Management
Ohio
-$277K -2,824 Closed
NA
1536
Nordwand Advisors
Pennsylvania
-$236K -2,687 Closed
VCG
1537
Vantage Consulting Group
Virginia
-$232K -2,647 Closed
MWA
1538
Midland Wealth Advisors
Illinois
-$230K -2,619 Closed
IA
1539
IFG Advisory
Georgia
-$218K -2,489 Closed
QCM
1540
Qsemble Capital Management
New York
-$217K -2,471 Closed
BFO
1541
Biltmore Family Office
North Carolina
-$214K -2,439 Closed
LCM
1542
Laurion Capital Management
New York
-$212K -2,415 Closed
First Manhattan
1543
First Manhattan
New York
-$211K -2,403 Closed
CIA
1544
Choate Investment Advisors
Massachusetts
-$211K -2,402 Closed
ACS
1545
Archford Capital Strategies
Illinois
-$206K -2,345 Closed
3IP
1546
3Chopt Investment Partners
Virginia
-$203K -2,319 Closed
PWP
1547
Phillips Wealth Planners
Mississippi
-$203K -2,300 Closed
SIM
1548
Sentry Investment Management
Wisconsin
-$196K -2,237 Closed
FEG
1549
Financial Enhancement Group
Indiana
-$214K -2,112 Closed
ACM
1550
Aquatic Capital Management
Illinois
-$175K -2,000 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.