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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
HNB
1026
Hilltop National Bank
Wyoming
$259K
WFS
1027
Widmann Financial Services
Maryland
$259K
UB
1028
Umpqua Bank
Oregon
$258K +$40.9K +468 +19%
APA
1029
Astoria Portfolio Advisors
New York
$257K
AFP
1030
Ausdal Financial Partners
Iowa
$257K -$19.4K -222 -7%
MIS
1031
Morningstar Investment Services
Illinois
$255K +$35K +400 +16%
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
$253K
GI
1033
Gradient Investments
Minnesota
$253K +$80.2K +917 +47%
PCA
1034
Prosperity Capital Advisors
Ohio
$253K -$256K -2,925 -50%
GWSG
1035
GPS Wealth Strategies Group
Colorado
$253K +$1.93K +22 +0.8%
MWM
1036
Modern Wealth Management
Kansas
$252K +$22.5K +257 +10%
OHWA
1037
Oak Hill Wealth Advisors
Virginia
$252K +$251K +2,870 New
TWC
1038
TD Waterhouse Canada
Ontario, Canada
$252K +$60.5K +692 +32%
ABC
1039
Associated Banc-Corp
Wisconsin
$250K +$10.7K +122 +4%
CT
1040
Chicago Trust
Illinois
$250K -$15K -172 -6%
MBTD
1041
Mechanics Bank - Trust Department
California
$248K +$247K +2,828 New
SFG
1042
SevenBridge Financial Group
Pennsylvania
$248K +$17.5K +200 +9%
DWP
1043
Daymark Wealth Partners
Ohio
$248K +$247K +2,825 New
XF
1044
XML Financial
Maryland
$247K +$525 +6 +0.2%
SF
1045
Symphony Financial
Texas
$247K -$16.6K -190 -6%
HFM
1046
Hartford Financial Management
Connecticut
$246K
PFSC
1047
Peoples Financial Services Corp
Pennsylvania
$244K
TCOV
1048
Trust Company of Vermont
Vermont
$243K +$27.2K +311 +13%
HB
1049
HTLF Bank
Colorado
$243K -$35.5K -406 -13%
ATS
1050
Ashton Thomas Securities
New York
$243K +$325K +3,715 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.