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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.23B +$81.9M +839,616 +2%
BlackRock
2
BlackRock
New York
$4.48B -$174M -1,779,473 -4%
State Street
3
State Street
Massachusetts
$2.76B +$109M +1,114,954 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.14B +$4.58M +46,938 +0.2%
GQG Partners
5
GQG Partners
Florida
$1.49B +$482M +4,935,207 +52%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.28B +$34.4M +352,588 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.26B +$11.7M +119,633 +1%
Dodge & Cox
8
Dodge & Cox
California
$1.19B -$24.5M -251,300 -2%
Invesco
9
Invesco
Georgia
$809M -$51.1M -523,925 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$705M +$106M +1,087,163 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$696M -$8.09M -82,852 -1%
Bank of America
12
Bank of America
North Carolina
$595M -$15.9M -163,237 -3%
Ameriprise
13
Ameriprise
Minnesota
$528M -$1.91M -19,523 -0.4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$523M -$6.75M -69,142 -1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$497M +$39.4M +403,699 +9%
N
16
Nuveen
North Carolina
$484M -$1.02M -10,484 -0.2%
Northern Trust
17
Northern Trust
Illinois
$470M -$14.4M -147,733 -3%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$466M +$33.4M +341,846 +8%
Wells Fargo
19
Wells Fargo
California
$456M -$29M -297,054 -6%
Lazard Asset Management
20
Lazard Asset Management
New York
$436M -$388M -3,976,808 -48%
Franklin Resources
21
Franklin Resources
California
$432M -$85.9M -879,860 -17%
Legal & General Group
22
Legal & General Group
United Kingdom
$417M -$8.93M -91,488 -2%
Goldman Sachs
23
Goldman Sachs
New York
$399M +$148M +1,518,197 +64%
UBS Group
24
UBS Group
Switzerland
$390M -$7.86M -80,559 -2%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$386M +$157M +1,604,609 +74%

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.