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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
AWM
1001
Accel Wealth Management
Iowa
$274K +$1.93K +22 +0.7%
MC
1002
McCarthy & Cox
Ohio
$274K +$21.7K +248 +9%
SPP
1003
Single Point Partners
Massachusetts
$274K
MW
1004
Maia Wealth
Colorado
$274K +$263K +3,008 New
CPP
1005
Capasso Planning Partners
South Carolina
$272K +$271K +3,102 New
BAM
1006
Bosun Asset Management
Illinois
$272K -$9.54K -109 -3%
MFS
1007
Mirabella Financial Services
United Kingdom
$271K +$270K +3,088 New
GWANC
1008
Guardian Wealth Advisors (North Carolina)
North Carolina
$270K +$1.49K +17 +0.6%
CSIC
1009
Clifford Swan Investment Counsel
California
$270K
BBA
1010
BLB&B Advisors
Pennsylvania
$268K
CWS
1011
Confluence Wealth Services
Pennsylvania
$268K -$2.89K -33 -1%
AW
1012
Apricus Wealth
South Carolina
$266K -$6.56K -75 -2%
MSAM
1013
Moloney Securities Asset Management
Missouri
$265K +$5.34K +61 +2%
BIG
1014
Brooklyn Investment Group
New York
$264K
NCM
1015
Novare Capital Management
North Carolina
$264K +$1.49K +17 +0.6%
LWP
1016
LMG Wealth Partners
Louisiana
$263K
CTB
1017
Country Trust Bank
Illinois
$263K +$262K +3,000 New
FNFDCM
1018
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$263K +$6.3K +72 +2%
TAM
1019
Townsend Asset Management
North Carolina
$261K
GL
1020
Gerber LLC
Ohio
$261K
HIP
1021
HUB Investment Partners
Texas
$261K -$177K -2,019 -40%
SFP
1022
Sandbox Financial Partners
Maryland
$261K
FTIS
1023
First Trust Investment Solutions
Florida
$260K +$259K +2,963 New
TW
1024
TritonPoint Wealth
Maryland
$260K +$259K +2,963 New
BBNA
1025
Bremer Bank National Association
Minnesota
$260K +$175 +2 +0.1%

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.