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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
TL
651
Tradewinds LLC
North Carolina
$726K +$29.3K +335 +4%
B
652
Bailard
California
$724K -$5.69K -65 -0.8%
ECA
653
Elevated Capital Advisors
Utah
$719K +$717K +8,198 New
IRC
654
Investors Research Corp
Georgia
$719K
FCM
655
Fourpath Capital Management
Oklahoma
$717K -$23.5K -269 -3%
ADL
656
Asset Dedication LLC
California
$712K -$32.4K -370 -4%
SMC
657
Smith, Moore & Co
Missouri
$707K -$22.6K -258 -3%
NC
658
NovaPoint Capital
Georgia
$701K +$64.8K +741 +10%
TCM
659
Twin Capital Management
Pennsylvania
$696K +$24.1K +276 +4%
HPC
660
HM Payson & Co
Maine
$690K +$57.9K +662 +9%
EFS
661
Essex Financial Services
Connecticut
$687K +$267K +3,052 +77%
MFG
662
Merit Financial Group
Georgia
$686K -$22.1K -253 -3%
IWM
663
IHT Wealth Management
Illinois
$686K +$30.8K +352 +5%
FRA
664
Frank Rimerman Advisors
California
$682K +$679K +7,763 +97,038%
WKWM
665
Walter & Keenan Wealth Management
Indiana
$679K +$454K +5,191 +204%
CCM
666
Coldstream Capital Management
Washington
$676K -$14.7K -168 -2%
PP
667
PDS Planning
Ohio
$676K +$5.07K +58 +0.8%
ECM
668
Evergreen Capital Management
Washington
$675K +$11.6K +133 +2%
TSS
669
Two Sigma Securities
New York
$674K +$672K +7,686 New
BCMO
670
Buckingham Capital Management (Ohio)
Ohio
$673K -$324K -3,708 -33%
AWM
671
Accurate Wealth Management
Florida
$672K -$5.34K -61 -0.8%
DAS
672
Dynamic Advisor Solutions
Arizona
$671K -$43.4K -496 -6%
MG
673
Mather Group
Illinois
$666K +$164K +1,878 +32%
HH
674
Hilltop Holdings
Texas
$666K +$31.7K +362 +5%
SAG
675
SageView Advisory Group
California
$660K -$300K -3,426 -31%

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.