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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
APP
901
Avantax Planning Partners
Iowa
$336K -$72.2K -825 -18%
TNB
902
Thomasville National Bank
Georgia
$336K +$24K +274 +8%
GWM
903
Gray Wealth Management
Maine
$336K +$525 +6 +0.2%
KP
904
Keel Point
Alabama
$336K +$299K +3,421 New
BCM
905
Birmingham Capital Management
Alabama
$335K -$26.2K -300 -7%
CHC
906
City Holding Co
West Virginia
$335K -$10.9K -125 -3%
P
907
Pitcairn
Pennsylvania
$333K +$44.3K +506 +15%
SSA
908
Schonfeld Strategic Advisors
New York
$333K +$332K +3,790 New
BFA
909
Brendel Financial Advisors
New Hampshire
$332K
EM
910
Excalibur Management
Massachusetts
$332K +$44.4K +507 +15%
CT
911
Caldwell Trust
Florida
$330K +$72.6K +830 +28%
JGUA
912
John G. Ullman & Associates
New York
$329K
EI
913
Ethic Inc
New York
$328K +$327K +3,741 New
RCA
914
Ranch Capital Advisors
Florida
$328K +$8.75K +100 +3%
JFGIW
915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$327K -$256K -2,924 -44%
THWM
916
Taylor Hoffman Wealth Management
Virginia
$327K
AAM
917
Aureus Asset Management
Massachusetts
$327K -$27.7K -317 -8%
GC
918
Gilbert & Cook
Iowa
$326K -$28.5K -326 -8%
IPWA
919
International Private Wealth Advisors
California
$326K +$29K +331 +10%
EHC
920
Everett Harris & Co
California
$326K -$13.1K -150 -4%
KI
921
Kapitalo Investimentos
Brazil
$325K +$13.4K +153 +4%
CTI
922
Community Trust & Investment
Kentucky
$325K -$3.16M -36,097 -91%
TPI
923
Trust Point Inc
Wisconsin
$325K -$34.6K -396 -10%
HFW
924
Horizon Family Wealth
Illinois
$324K +$2.54K +29 +0.8%
FIM
925
Fruth Investment Management
Texas
$319K

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.