We are live on ! Find out more
AEP icon

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
AWM
526
Avitas Wealth Management
California
$1.27M +$2.97K +34 +0.2%
SCA
527
Snowden Capital Advisors
New York
$1.27M +$96.1K +1,099 +8%
SGI
528
Summit Global Investments
Utah
$1.25M +$915K +10,454 +273%
MLA
529
My Legacy Advisors
Oregon
$1.24M +$18.3K +209 +2%
MOS
530
MGO One Seven
Ohio
$1.23M +$43.2K +494 +4%
BOPW
531
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$44K -503 -3%
TPA
532
Trivium Point Advisory
Connecticut
$1.19M -$128K -1,465 -10%
BSW
533
Buckingham Strategic Wealth
Missouri
$1.18M -$47.9K -548 -4%
ET
534
Equitable Trust
Tennessee
$1.18M +$10.4K +119 +0.9%
WA
535
Wealth Alliance
New York
$1.18M +$14.2K +162 +1%
EH
536
Equitable Holdings
New York
$1.17M +$36K +412 +3%
LA
537
LVW Advisors
New York
$1.17M +$143K +1,635 +14%
CT
538
Colonial Trust
South Carolina
$1.16M -$13.2K -151 -1%
NAM
539
NTV Asset Management
West Virginia
$1.15M +$59.2K +677 +5%
Lido Advisors
540
Lido Advisors
California
$1.15M +$188K +2,149 +20%
PAM
541
Paradigm Asset Management
New York
$1.15M +$1.15M +13,100 New
FPAS
542
Focus Partners Advisor Solutions
Missouri
$1.15M +$54.5K +623 +5%
FIM
543
Freedom Investment Management
Connecticut
$1.14M +$112K +1,275 +11%
PA
544
Probity Advisors
Texas
$1.14M -$14.4K -165 -1%
PWM
545
Perigon Wealth Management
California
$1.14M -$25.7K -294 -2%
FNBT
546
FineMark National Bank & Trust
Florida
$1.14M -$44.8K -512 -4%
Koshinski Asset Management
547
Koshinski Asset Management
Illinois
$1.13M -$114K -1,302 -9%
WPC
548
Waters Parkerson & Co
Louisiana
$1.13M +$1.31K +15 +0.1%
TA
549
TKG Advisors
Indiana
$1.11M +$1.11M +12,698 New
ASN
550
Advisory Services Network
Georgia
$1.1M +$9.97K +114 +0.9%

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.