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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
KCM
501
Kornitzer Capital Management
Kansas
$1.38M
PFS
502
Prospera Financial Services
Texas
$1.37M -$199K -2,272 -13%
P
503
&Partners
Tennessee
$1.37M +$1.37M +15,686 New
RWP
504
RWA Wealth Partners
Massachusetts
$1.36M -$5.34K -61 -0.4%
BOSSRA
505
B.O.S.S. Retirement Advisors
Utah
$1.36M +$52.7K +602 +4%
MIC
506
Maxi Investments CY
Cyprus
$1.36M +$1.04M +11,910 +334%
EP
507
Edgestream Partners
New Jersey
$1.36M +$1.35M +15,445 New
RWM
508
Rezny Wealth Management
Florida
$1.35M +$64.6K +739 +5%
GJWM
509
Gilliland Jeter Wealth Management
Arkansas
$1.35M
UBV
510
United Bank (Virginia)
Virginia
$1.33M
MCM
511
Mainstay Capital Management
Michigan
$1.33M +$55.5K +634 +4%
CFGS
512
Concourse Financial Group Securities
Alabama
$1.32M -$90.5K -1,034 -6%
IMPI
513
Ilmarinen Mutual Pension Insurance
Finland
$1.32M -$350K -4,000 -21%
SPA
514
Sherbrooke Park Advisers
New York
$1.32M +$1.31M +14,997 New
BCA
515
Bay Colony Advisors
Massachusetts
$1.32M -$20.9K -239 -2%
JWM
516
JGP Wealth Management
Oregon
$1.3M -$63.5K -726 -5%
SC
517
Searle & Co
Connecticut
$1.3M +$52.1K +596 +4%
VFA
518
Valeo Financial Advisors
Indiana
$1.3M -$131K -1,493 -9%
NSEDCP
519
NJ State Employees Deferred Compensation Plan
New Jersey
$1.3M
AIC
520
Archer Investment Corporation
Indiana
$1.29M -$17.5K -200 -1%
SF
521
Synovus Financial
Georgia
$1.28M -$144K -1,642 -10%
CTC
522
Central Trust Company
Missouri
$1.28M -$1.49K -17 -0.1%
IA
523
Icon Advisers
Colorado
$1.28M -$453K -5,182 -26%
AF
524
Allworth Financial
California
$1.27M -$97.5K -1,114 -8%
SHFA
525
SS&H Financial Advisors
Michigan
$1.27M

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.