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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
PCA
326
Providence Capital Advisors
North Carolina
$3.58M +$51.9K +593 +1%
MSU
327
Mizuho Securities USA
New York
$3.57M +$3.56M +40,646 New
IIM
328
INTECH Investment Management
Florida
$3.56M -$462K -5,284 -12%
UB
329
UMB Bank
Missouri
$3.55M +$35.5K +406 +1%
IWA
330
IBEX Wealth Advisors
New Jersey
$3.5M +$3.49M +39,936 New
CCT
331
Capital City Trust
Florida
$3.49M -$17.1K -196 -0.5%
KRS
332
Kentucky Retirement Systems
Kentucky
$3.49M -$18.8K -215 -0.5%
CB
333
Community Bank
New York
$3.42M +$2.19K +25 +0.1%
FT
334
Fiduciary Trust
Massachusetts
$3.42M +$28.4K +325 +0.8%
QCM
335
QRG Capital Management
Illinois
$3.41M +$411K +4,697 +14%
JIR
336
James Investment Research
Ohio
$3.4M -$5.6K -64 -0.2%
William Blair & Company
337
William Blair & Company
Illinois
$3.39M -$99K -1,132 -3%
VA
338
Vident Advisory
Georgia
$3.39M +$2.55M +29,160 +307%
MFIM
339
Mesirow Financial Investment Management
Illinois
$3.39M +$54.2K +620 +2%
HC
340
Hendley & Co
Ohio
$3.37M +$178K +2,040 +6%
Holocene Advisors
341
Holocene Advisors
New York
$3.36M -$7.18M -82,067 -68%
NSIM
342
North Star Investment Management
Illinois
$3.35M -$25.9K -296 -0.8%
KBC Group
343
KBC Group
Belgium
$3.32M
BCM
344
Bayesian Capital Management
New York
$3.32M +$3.31M +37,815 New
BC
345
Brookfield Corp
Ontario, Canada
$3.29M
JWM
346
Jeppson Wealth Management
California
$3.28M -$50.7K -580 -2%
Wealthfront Advisers
347
Wealthfront Advisers
California
$3.27M -$269K -3,071 -8%
AWS
348
Atria Wealth Solutions
New York
$3.27M -$250K -2,858 -7%
PAM
349
Panagora Asset Management
Massachusetts
$3.27M -$1.96M -22,389 -38%
MPM
350
MBB Public Markets
Illinois
$3.26M +$3.25M +37,201 New

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.