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American Electric Power

1,422 hedge funds and large institutions have $35.4B invested in American Electric Power in 2024 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 547 increasing their positions, 478 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 68

114% more call options, than puts

Call options by funds: $364M | Put options by funds: $170M

14% more repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 478

5% more funds holding

Funds holding: 1,3521,422 (+70)

2% more capital invested

Capital invested by funds: $34.6B → $35.4B (+$801M)

0.04% less ownership

Funds ownership: 76.59%76.55% (-0.04%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,422
Holders Change
+70
Holders Change %
+5.18%
% of All Funds
20.54%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
156
Increased
547
Reduced
478
Closed
68
Calls
$364M
Puts
$170M
Net Calls
+$194M
Net Calls Change
-$445M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Profund Advisors
Maryland
$5.89M +$789K +9,024 +16%
SCM
252
Shelton Capital Management
Colorado
$5.87M +$94.3K +1,078 +2%
FCI
253
Financial Counselors Inc
Kansas
$5.87M +$51.5K +589 +0.9%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$5.86M +$97.7K +1,117 +2%
MOACM
255
Mutual of America Capital Management
New York
$5.83M -$216K -2,473 -4%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$5.8M +$1.43M +16,362 +33%
Allianz Asset Management
257
Allianz Asset Management
Germany
$5.79M +$4.94M +56,421 +587%
SPIA
258
Steward Partners Investment Advisory
New York
$5.78M +$83.8K +958 +1%
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$5.69M -$10.5K -120 -0.2%
M
260
MOTCO
Texas
$5.6M -$94.5K -1,080 -2%
Credit Agricole
261
Credit Agricole
France
$5.56M +$2.69M +30,717 +94%
CAM
262
Carret Asset Management
New York
$5.47M +$6.65K +76 +0.1%
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$5.46M +$532K +6,080 +11%
Pacer Advisors
264
Pacer Advisors
Pennsylvania
$5.44M +$184K +2,106 +4%
TCM
265
Telos Capital Management
California
$5.39M +$75.9K +868 +1%
HBWM
266
Hollow Brook Wealth Management
New York
$5.38M +$262K +2,993 +5%
QCM
267
Quantinno Capital Management
New York
$5.34M +$384K +4,391 +8%
DWM
268
Dakota Wealth Management
Florida
$5.33M -$91.2K -1,043 -2%
SHGA
269
Sand Hill Global Advisors
California
$5.29M +$1.84K +21 +0%
DC
270
Davenport & Co
Virginia
$5.27M +$129K +1,478 +3%
AAIM
271
American Assets Investment Management
California
$5.26M
PMIA
272
Patrick Mauro Investment Advisor
Illinois
$5.23M -$517K -5,911 -9%
AAF
273
Andra AP-fonden
Sweden
$5.21M +$5.2M +59,400 New
AM
274
AGF Management
Ontario, Canada
$5.21M -$3.62M -41,429 -41%
BFA
275
Beaumont Financial Advisors
Massachusetts
$5.19M +$322K +3,685 +7%

AEP Hedge Fund Activity: Q2 2024 in Review

1,422 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2024, worth a combined $35.4B — up 2.3% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new AEP positions and 68 closed out — a net gain of 88 holders — while 547 added to existing stakes and 478 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $838M. The largest seller was Wellington Management Group, cutting an estimated $355M.

  • 1,422 institutional investors held American Electric Power (AEP) as of Q2 2024, up from 1,352 in Q1 2024.
  • Funds reported $35.4B of American Electric Power stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 156 funds opened new American Electric Power positions in Q2 2024 and 68 closed out, a net change of +88 holders.
  • The largest American Electric Power buyer in Q2 2024 was GQG Partners, an estimated $838M added.
  • The largest American Electric Power seller in Q2 2024 was Wellington Management Group, an estimated $355M sold.

Based on aggregated 13F filings for Q2 2024.