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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
LSA
851
Leonteq Securities AG
Switzerland
$388K -$15.1K -173 -4%
YIH
852
Y-Intercept (HK)
Hong Kong
$383K +$382K +4,362 New
NP
853
Nilsine Partners
Colorado
$382K
SWM
854
Sterling Wealth Management
Illinois
$382K
EWM
855
Evercore Wealth Management
New York
$381K +$1.14K +13 +0.3%
PCS
856
Personal CFO Solutions
New Jersey
$379K +$3.76K +43 +1%
MMG
857
Monetary Management Group
Missouri
$379K
TFG
858
Taylor Financial Group
Virginia
$378K
IFG
859
Independent Financial Group
California
$378K -$4.81K -55 -1%
ACM
860
Argyle Capital Management
Pennsylvania
$377K +$376K +4,300 New
PCM
861
Parsons Capital Management
Rhode Island
$377K
ACG
862
Allen Capital Group
Nebraska
$375K +$66.8K +764 +22%
KMWM
863
Keudell/Morrison Wealth Management
Oregon
$375K -$5.86K -67 -2%
NP
864
NorthRock Partners
Minnesota
$374K +$19.5K +223 +6%
HTIM
865
Harbour Trust & Investment Management
Indiana
$374K -$9.62K -110 -3%
PP
866
Pacifica Partners
Canada
$373K -$7.87K -90 -2%
AC
867
Apella Capital
Connecticut
$373K +$4.11K +47 +1%
RIA
868
Realta Investment Advisors
Delaware
$372K +$1.93K +22 +0.5%
QIM
869
Quantitative Investment Management
Virginia
$371K +$370K +4,231 New
CGL
870
Clarius Group LLC
Washington
$370K -$40.9K -467 -10%
VCM
871
Virtue Capital Management
Tennessee
$369K -$2.54K -29 -0.7%
SP
872
Symmetry Partners
Connecticut
$368K
DI
873
DAGCO Inc
Ohio
$365K +$525 +6 +0.1%
IAIM
874
International Assets Investment Management
Florida
$363K +$7.61K +87 +2%
HWMO
875
Heritage Wealth Management (Ohio)
Ohio
$361K +$360K +4,110 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.