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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
GM
926
GeoWealth Management
Illinois
$318K +$73.1K +836 +30%
CAM
927
Centre Asset Management
New York
$318K -$106K -1,212 -25%
PL
928
Perpetual Ltd
Australia
$316K
FW
929
FullCircle Wealth
Texas
$315K +$290K +3,320 New
BTI
930
Blue Trust Inc
Georgia
$315K +$60.4K +691 +23%
JIC
931
Joel Isaacson & Co
New York
$315K
LF
932
Lantz Financial
Illinois
$315K -$1.23K -14 -0.4%
DWT
933
Dorsey & Whitney Trust
South Dakota
$314K -$17.8K -204 -5%
LFG
934
Lockerman Financial Group
California
$314K -$21.8K -249 -7%
IAN
935
Integrated Advisors Network
Texas
$313K -$4.55K -52 -1%
MCM
936
McDonough Capital Management
Florida
$313K -$175 -2 -0.1%
GMA
937
Glassy Mountain Advisors
Maryland
$313K -$2.54K -29 -0.8%
BFC
938
Bedel Financial Consulting
Indiana
$313K
IP
939
Ignite Planners
California
$313K +$8.05K +92 +3%
Fayez Sarofim & Co
940
Fayez Sarofim & Co
Texas
$311K
ASC
941
Atalanta Sosnoff Capital
New York
$310K -$13.1K -150 -4%
SCTC
942
Sanibel Captiva Trust Company
Florida
$310K +$16.4K +187 +6%
GLA
943
Good Life Advisors
Pennsylvania
$310K +$26.2K +300 +9%
AF
944
Advisornet Financial
Minnesota
$309K +$787 +9 +0.3%
APG
945
Abacus Planning Group
South Carolina
$308K +$2.8K +32 +0.9%
VWMG
946
Virginia Wealth Management Group
Virginia
$308K
AGWCA
947
Annis Gardner Whiting Capital Advisors
Florida
$308K +$11.2K +128 +4%
IFA
948
Interactive Financial Advisors
Illinois
$307K
MC
949
Mathes Company
New York
$307K
RIA
950
Richwood Investment Advisors
Ohio
$307K +$28.3K +323 +10%

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.