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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
ADBIC
701
A.D. Beadell Investment Counsel
Wisconsin
$599K +$52.5K +600 +10%
BTC
702
Bank & Trust Company
Illinois
$595K +$593K +6,780 New
PIA
703
Powell Investment Advisors
Florida
$594K +$5.69K +65 +1%
GLLW
704
Graves Light Lenhart Wealth
Virginia
$592K +$1.57K +18 +0.3%
PCMF
705
Private Capital Management (Florida)
Florida
$592K -$157K -1,800 -21%
GPA
706
Garrison Point Advisors
California
$590K
KCIC
707
Kuhn & Co Investment Counsel
Illinois
$589K
NCM
708
Next Capital Management
New York
$588K -$350 -4 -0.1%
RCAG
709
Rehmann Capital Advisory Group
Michigan
$586K +$17.2K +197 +3%
CG
710
Caprock Group
Idaho
$586K +$308K +3,521 +112%
NFG
711
Nations Financial Group
Iowa
$584K +$31.7K +362 +6%
AFT
712
Alpha Family Trust
California
$583K
ZP
713
Zimmer Partners
New York
$582K -$84.7M -968,363 -99%
SC
714
SouthState Corp
Florida
$582K -$28K -320 -5%
FIA
715
Foundations Investment Advisors
Arizona
$580K +$81.7K +934 +16%
TTWM
716
TCV Trust & Wealth Management
Virginia
$578K +$8.75K +100 +2%
GAM
717
Gotham Asset Management
New York
$577K +$103K +1,179 +22%
PCA
718
Peddock Capital Advisors
Massachusetts
$573K +$15K +172 +3%
HNWAG
719
High Net Worth Advisory Group
Florida
$569K +$149K +1,708 +36%
PWG
720
Portside Wealth Group
Utah
$568K -$18.6K -213 -3%
SMG
721
Smart Money Group
Texas
$563K -$17.2K -197 -3%
KIA
722
KCM Investment Advisors
California
$561K +$2.36K +27 +0.4%
AWAG
723
ARS Wealth Advisors Group
Florida
$560K +$1.23K +14 +0.2%
MMM
724
Mendel Money Management
Illinois
$560K +$2.1K +24 +0.4%
TAM
725
Titleist Asset Management
Texas
$558K -$14.3K -163 -2%

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.