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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
GCAC
301
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.19M +$119K +1,360 +3%
BCI
302
Brinker Capital Investments
Pennsylvania
$4.17M -$1.93K -22 -0%
OPS
303
Orion Portfolio Solutions
Nebraska
$4.17M -$1.93K -22 -0%
VWM
304
Valley Wealth Managers
New Jersey
$4.13M -$291K -3,321 -7%
KPWS
305
Kestra Private Wealth Services
Texas
$4.1M +$77.7K +888 +2%
VPIM
306
Vanguard Personalized Indexing Management
California
$4.09M +$481K +5,498 +13%
TW
307
Trajan Wealth
Arizona
$4.04M -$9.36K -107 -0.2%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$3.98M +$555K +6,350 +16%
OPERF
309
Oregon Public Employees Retirement Fund
Oregon
$3.97M +$27.1K +310 +0.7%
NIM
310
NEOS Investment Management
Connecticut
$3.87M +$1.18M +13,543 +44%
RIA
311
Regal Investment Advisors
Michigan
$3.87M -$86.3K -987 -2%
SC
312
Savant Capital
Illinois
$3.86M -$89.2K -1,020 -2%
TC
313
TownSquare Capital
Utah
$3.85M +$160K +1,825 +4%
AMG
314
Advisors Management Group
Wisconsin
$3.83M +$135K +1,542 +4%
AssetMark Inc
315
AssetMark Inc
California
$3.82M -$4.93M -56,353 -56%
OC
316
Oppenheimer & Co
New York
$3.82M +$199K +2,271 +6%
GIBU
317
Gulf International Bank (UK)
United Kingdom
$3.77M -$402K -4,591 -10%
PAI
318
Pittenger & Anderson Inc
Nebraska
$3.73M +$26.2K +300 +0.7%
MIA
319
MainStreet Investment Advisors
Illinois
$3.73M +$435K +4,971 +13%
RBC
320
Romano Brothers & Co
Illinois
$3.72M -$444K -5,075 -11%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$3.65M -$6.47M -74,008 -64%
VLKIM
322
Van Lanschot Kempen Investment Management
Netherlands
$3.63M -$3.54M -40,484 -49%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$3.63M
GCM
324
Garland Capital Management
Washington
$3.61M +$10.5K +120 +0.3%
AOWM
325
Alpha Omega Wealth Management
Virginia
$3.59M -$18.2K -208 -0.5%

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.