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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
CAC
601
Certified Advisory Corp
Florida
$884K +$175 +2 +0%
HI
602
Horizon Investments
North Carolina
$881K +$42.5K +486 +5%
OFG
603
Oxford Financial Group
Indiana
$879K +$48.3K +552 +6%
SACTSONJ
604
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$877K
MF
605
Magnetar Financial
Illinois
$877K +$875K +9,999 New
AAM
606
AR Asset Management
California
$877K
AIA
607
Affinity Investment Advisors
California
$875K
HI
608
Harbour Investments
Wisconsin
$870K -$180K -2,054 -17%
EWA
609
EP Wealth Advisors
California
$862K +$84.8K +969 +11%
IFU
610
iSAM Funds (UK)
United Kingdom
$847K +$844K +9,652 New
BFEC
611
Benjamin F. Edwards & Company
Missouri
$844K +$16.3K +186 +2%
GIA
612
Gladstone Institutional Advisory
Florida
$843K +$109K +1,244 +15%
GWM
613
Geneos Wealth Management
Colorado
$841K -$34.7K -397 -4%
BBL
614
Beck Bode LLC
Massachusetts
$835K +$832K +9,513 New
AA
615
Ancora Advisors
Ohio
$830K +$114K +1,300 +16%
NL
616
Navalign LLC
California
$825K +$30.3K +346 +4%
CAG
617
Csenge Advisory Group
Florida
$821K -$123K -1,406 -13%
SG
618
StoneX Group
New York
$820K +$95.5K +1,092 +13%
MCP
619
Mirador Capital Partners
California
$814K -$10.4K -119 -1%
CAM
620
Columbia Asset Management
Michigan
$814K +$43.3K +495 +6%
FFA
621
Founders Financial Alliance
North Carolina
$812K -$26.2K -299 -3%
S
622
SignatureFD
Georgia
$808K +$40.5K +463 +5%
WFM
623
Wolff Financial Management
Michigan
$801K
CB
624
Cadence Bank
Mississippi
$797K -$134K -1,527 -14%
PMA
625
Prudent Man Advisors
Illinois
$793K +$29.7K +340 +4%

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.