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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
NAM
426
NorthCrest Asset Manangement
Minnesota
$1.95M +$58K +663 +3%
ClearBridge Investments
427
ClearBridge Investments
New York
$1.95M -$559K -6,393 -22%
NB
428
Norinchukin Bank
Japan
$1.94M +$35.1K +401 +2%
TA
429
TFG Advisers
Michigan
$1.94M -$37.5K -429 -2%
IA
430
IFP Advisors
Florida
$1.92M -$76K -869 -4%
IC
431
IEQ Capital
California
$1.91M +$662K +7,562 +53%
CGH
432
Crossmark Global Holdings
Texas
$1.91M -$76.6K -876 -4%
FLPIM
433
F.L. Putnam Investment Management
Massachusetts
$1.89M +$1.45M +16,602 +339%
HCM
434
Hodges Capital Management
Texas
$1.89M +$240K +2,742 +15%
CL
435
Choreo LLC
Illinois
$1.88M +$1.22M +13,940 +184%
Brown Advisory
436
Brown Advisory
Maryland
$1.88M -$36K -411 -2%
MCM
437
MAI Capital Management
Ohio
$1.87M -$52.8K -603 -3%
AWM
438
Apollon Wealth Management
South Carolina
$1.87M -$9.27K -106 -0.5%
MHI
439
Miller Howard Investments
New York
$1.85M -$10.3K -118 -0.6%
AIP
440
Ameritas Investment Partners
Nebraska
$1.82M -$12.3K -141 -0.7%
XT
441
XTX Topco
Cayman Islands
$1.82M +$1.82M +20,772 New
IP
442
Investment Partners
Ohio
$1.81M +$29.6K +338 +2%
CIA
443
Concurrent Investment Advisors
Florida
$1.78M +$912K +10,428 +106%
SVWAG
444
Sound View Wealth Advisors Group
Georgia
$1.75M -$27.8K -318 -2%
Wolverine Trading
445
Wolverine Trading
Illinois
$1.75M +$743K +8,499 +74%
SF
446
Summit Financial
New Jersey
$1.75M +$791K +9,044 +83%
CFS
447
Commonwealth Financial Services
West Virginia
$1.72M -$36K -411 -2%
JPWM
448
Jamison Private Wealth Management
Georgia
$1.71M -$50.1K -573 -3%
SDIC
449
South Dakota Investment Council
South Dakota
$1.7M -$1.84K -21 -0.1%
HCM
450
Huber Capital Management
California
$1.69M +$1.06M +12,061 +167%

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.