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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
CWA
876
Centennial Wealth Advisory
Michigan
$361K +$22.7K +260 +7%
CAM
877
Cidel Asset Management
Ontario, Canada
$360K +$12.9K +148 +4%
DJYG
878
David J. Yvars Group
Florida
$360K
CA
879
Continuum Advisory
Idaho
$356K -$13.2K -151 -4%
RB
880
Rodgers Brothers
Pennsylvania
$355K +$52.9K +605 +18%
MWM
881
Mattern Wealth Management
Kansas
$355K -$131K -1,500 -27%
PIM
882
Penobscot Investment Management
Massachusetts
$355K
MP
883
McDonald Partners
Ohio
$353K -$17.5K -200 -5%
WF
884
Welch & Forbes
Massachusetts
$353K -$26.3K -301 -7%
MSA
885
Marathon Strategic Advisors
Pennsylvania
$353K
IAS
886
Insigneo Advisory Services
Florida
$352K -$46.5K -532 -13%
LSAG
887
Lake Street Advisors Group
New Hampshire
$352K +$32.2K +368 +10%
SAI
888
Savvy Advisors Inc
New York
$352K +$351K +4,007 New
STA
889
Summit Trail Advisors
New York
$351K +$55.5K +634 +19%
CI Investments Inc
890
CI Investments Inc
Ontario, Canada
$350K +$17.8K +203 +5%
CI
891
Conning Inc
Connecticut
$345K +$9.01K +103 +3%
MW
892
Marcum Wealth
Ohio
$344K +$11.5K +131 +3%
SFG
893
Sovereign Financial Group
Connecticut
$343K +$2.45K +28 +0.7%
GS
894
GTS Securities
New York
$343K +$342K +3,910 New
CI
895
CX Institutional
Indiana
$343K +$19.2K +219 +6%
PS
896
Principal Securities
Iowa
$342K -$36K -412 -10%
CS
897
Cannell & Spears
New York
$342K
Simplex Trading
898
Simplex Trading
Illinois
$342K -$1.49M -17,001 -81%
NIM
899
Northeast Investment Management
Massachusetts
$340K
GWM
900
GDS Wealth Management
Texas
$337K -$9.54K -109 -3%

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.