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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
MAM
676
Martingale Asset Management
Massachusetts
$657K +$236K +2,700 +56%
EFMC
677
Empire Financial Management Company
New York
$656K
CAI
678
Capital Advisors Inc
Oklahoma
$655K -$30.5K -349 -4%
WA
679
Waverly Advisors
Alabama
$649K +$292K +3,340 +82%
PWW
680
Pettyjohn Wood & White
Virginia
$648K -$60.9K -696 -9%
RGF
681
Retirement Guys Formula
Ohio
$646K +$4.64K +53 +0.7%
ET
682
Entropy Technologies
New York
$641K +$639K +7,308 New
FC
683
Forte Capital
New York
$641K -$2.19K -25 -0.3%
BFS
684
Bard Financial Services
Connecticut
$628K
LA
685
Legacy Advisors
Pennsylvania
$627K +$625K +7,149 New
ACP
686
Aviance Capital Partners
Florida
$626K +$350 +4 +0.1%
TWM
687
Trueblood Wealth Management
Ohio
$625K
PA
688
Parallel Advisors
California
$622K -$22.2K -254 -3%
SIG
689
Stonegate Investment Group
Alabama
$616K +$92.7K +1,060 +18%
BCP
690
Blue Chip Partners
Michigan
$614K -$14.8K -169 -2%
Los Angeles Capital Management
691
Los Angeles Capital Management
California
$613K +$252K +2,882 +70%
FFA
692
Farther Finance Advisors
California
$613K +$128K +1,466 +26%
CAG
693
Crestwood Advisors Group
Massachusetts
$612K -$80.2K -917 -12%
CF
694
Clarity Financial
Texas
$612K +$25K +286 +4%
FAIM
695
Financial Advocates Investment Management
Washington
$608K -$11.7K -134 -2%
CCA
696
Checchi Capital Advisers
California
$605K +$20.5K +234 +4%
SAM
697
Seelaus Asset Management
New Jersey
$603K +$8.75K +100 +1%
WG
698
Welch Group
Alabama
$600K +$10.5K +120 +2%
TT
699
TI-Trust
Illinois
$600K
AFG
700
Atomi Financial Group
New York
$599K +$160K +1,826 +37%

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.