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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
AWA
776
Arete Wealth Advisors
Illinois
$454K +$453K +5,179 New
CPIA
777
Cornell Pochily Investment Advisors
New York
$453K +$39.9K +456 +10%
AIM
778
Anchor Investment Management
South Carolina
$452K
ES
779
Eagle Strategies
New York
$452K +$451K +5,153 New
C
780
CEDRUS
Colorado
$452K -$22.4K -256 -5%
PTP
781
Platform Technology Partners
New York
$450K +$448K +5,124 New
WP
782
WMS Partners
Maryland
$449K +$448K +5,119 New
Fisher Asset Management
783
Fisher Asset Management
Washington
$449K -$145K -1,661 -25%
AA
784
Advisory Alpha
Michigan
$448K +$48.9K +559 +12%
EWM
785
Empirical Wealth Management
Washington
$445K +$9.19K +105 +2%
BOS
786
Bank of Stockton
California
$444K +$9.71K +111 +2%
PPC
787
Park Place Capital
Alabama
$444K -$113K -1,289 -20%
AO
788
Advisor OS
Illinois
$443K -$41.9K -479 -9%
GT
789
Glenview Trust
Kentucky
$442K -$36K -412 -8%
SFS
790
Summit Financial Strategies
Ohio
$441K -$1.23K -14 -0.3%
AIM
791
Avity Investment Management
Connecticut
$441K +$223K +2,550 +103%
MPPLM
792
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$440K +$35.8K +409 +9%
HCP
793
Hexagon Capital Partners
Arkansas
$437K -$612 -7 -0.1%
9WM
794
9258 Wealth Management
Ohio
$437K +$787 +9 +0.2%
CCWM
795
Cassaday & Co Wealth Management
Virginia
$436K +$1.66K +19 +0.4%
WPC
796
Wedmont Private Capital
Pennsylvania
$436K +$26K +297 +7%
LODC
797
Lanham O'Dell & Company
West Virginia
$434K +$3.32K +38 +0.8%
RIL
798
Rothschild Investment LLC
Illinois
$434K -$1.75K -20 -0.4%
FMC
799
First Merchants Corp
Indiana
$432K +$98.2K +1,123 +30%
TBA
800
Tower Bridge Advisors
Pennsylvania
$432K -$243K -2,780 -36%

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.