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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
PI
1551
PEAK6 Investments
Illinois
-$182K -1,866 Closed
TFF
1552
The Family Firm
Maryland
-$122K -1,394 Closed
ATPW
1553
Ashton Thomas Private Wealth
Arizona
-$110K -1,249 Closed
RWMG
1554
Redwood Wealth Management Group
New Jersey
-$101K -1,153 Closed
CB
1555
Chris Bulman
California
-$90.3K -1,029 Closed
LIA
1556
Lynx Investment Advisory
District of Columbia
-$63.6K -725 Closed
OWA
1557
Opal Wealth Advisors
New York
-$47.8K -545 Closed
TSWM
1558
Tyler-Stone Wealth Management
Ohio
-$40.8K -465 Closed
KFS
1559
Kelly Financial Services
Massachusetts
-$25.8K -294 Closed
WIA
1560
Wetzel Investment Advisors
Indiana
-$22.5K -261 Closed
DWS
1561
Dynamic Wealth Strategies
California
-$20K -227 Closed
GLR
1562
Great Lakes Retirement
Ohio
-$18.1K -206 Closed
SA
1563
Scarborough Advisors
Maryland
-$14.7K -168 Closed
CFM
1564
Catalyst Funds Management
Australia
-$8.77K -100 Closed
RFG
1565
RFP Financial Group
Georgia
-$8.81K -100 Closed
SSG
1566
Summit Securities Group
New York
-$6K -70 Closed
UWS
1567
Unique Wealth Strategies
Illinois
-$4.39K -51 Closed
FW
1568
Fairway Wealth
Ohio
-$3.6K -41 Closed
CP
1569
Camelot Portfolios
Ohio
-$3.51K -40 Closed
ETS
1570
ESL Trust Services
New York
-$1.93K -22 Closed
AFWM
1571
Abich Financial Wealth Management
Virginia
-$1.49K -17 Closed
TWP
1572
Triad Wealth Partners
Kansas
-$1.4K -16 Closed
AFIA
1573
America First Investment Advisors
Nebraska
-$526 -6 Closed
RWM
1574
Ruedi Wealth Management
Illinois
-$175 -2 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.