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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
CCA
826
Cobblestone Capital Advisors
New York
$406K -$17.8K -204 -4%
OFG
827
OmniStar Financial Group
North Carolina
$406K +$404K +4,622 New
WDC
828
Woodward Diversified Capital
California
$405K +$54.2K +620 +16%
MHS
829
M Holdings Securities
Oregon
$405K +$404K +4,615 New
CB
830
Centennial Bank
Arkansas
$403K -$23.6K -270 -6%
AMIM
831
Aull & Monroe Investment Management
Alabama
$401K
AC
832
Avestar Capital
New York
$400K -$33.6K -384 -8%
MWM
833
Mission Wealth Management
California
$400K -$59.4K -679 -13%
SFC
834
Strategic Financial Concepts
Texas
$400K +$631K +7,212 +157%
RPC
835
Rossmore Private Capital
Connecticut
$399K -$17.5K -200 -4%
SC
836
Syon Capital
California
$399K -$18.9K -216 -5%
LWL
837
Leo Wealth LLC
Texas
$398K -$32.5K -372 -8%
HAG
838
HF Advisory Group
Maryland
$398K +$9.88K +113 +3%
CIAS
839
Capital Investment Advisory Services
North Carolina
$396K +$4.55K +52 +1%
KWA
840
Kingswood Wealth Advisors
California
$395K +$78.3K +895 +25%
CC
841
Centiva Capital
New York
$395K +$394K +4,505 New
BIM
842
Bridges Investment Management
Nebraska
$394K +$164K +1,875 +72%
HBT
843
Heartland Bank & Trust
Illinois
$393K +$3.41K +39 +0.9%
TC
844
Truvestments Capital
Florida
$393K +$66.4K +759 +20%
MCWS
845
McKinley Carter Wealth Services
West Virginia
$393K +$787 +9 +0.2%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$392K
SIG
847
Sky Investment Group
Connecticut
$392K -$56.6K -647 -13%
PP
848
Paloma Partners
Connecticut
$392K +$89.7K +1,025 +30%
KPPF
849
Klein Pavlis & Peasley Financial
California
$391K +$25.2K +288 +7%
SIC
850
Sterling Investment Counsel
New York
$388K +$387K +4,421 New

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.