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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
JCM
1101
Jacobi Capital Management
Pennsylvania
$217K +$216K +2,474 New
TFS
1102
Thoroughbred Financial Services
Tennessee
$217K +$217K +2,484 New
LMKC
1103
L.M. Kohn & Company
Ohio
$217K +$175 +2 +0.1%
QCM
1104
Qsemble Capital Management
New York
$217K +$216K +2,471 New
MFC
1105
Mechanics Financial Corp
Ohio
$215K
FCA
1106
FinTrust Capital Advisors
South Carolina
$215K +$41.8K +478 +24%
BFO
1107
Biltmore Family Office
North Carolina
$214K +$213K +2,439 New
AWA
1108
Aaron Wealth Advisors
Illinois
$214K +$4.29K +49 +2%
FEG
1109
Financial Enhancement Group
Indiana
$214K +$185K +2,112 New
BCM
1110
Becker Capital Management
Oregon
$214K
WIA
1111
World Investment Advisors
California
$213K +$213K +2,431 New
ISL
1112
Ingalls & Snyder LLC
New York
$213K -$8.31K -95 -4%
RA
1113
RFG Advisory
Alabama
$213K -$2.01K -23 -0.9%
TWP
1114
Tyche Wealth Partners
Texas
$213K -$71.8K -821 -25%
PS
1115
Planned Solutions
California
$212K -$76.1K -870 -26%
CIC
1116
Cutler Investment Counsel
Oregon
$212K
LCM
1117
Laurion Capital Management
New York
$212K +$211K +2,415 New
MSWM
1118
McGlone Suttner Wealth Management
Wisconsin
$211K -$216K -2,470 -49%
First Manhattan
1119
First Manhattan
New York
$211K +$87 +1 +0%
CIA
1120
Choate Investment Advisors
Massachusetts
$211K -$64.9K -742 -24%
CBT
1121
Central Bank & Trust
Kentucky
$211K
FG
1122
Fiduciary Group
Georgia
$210K
FFG
1123
Fortem Financial Group
California
$209K +$2.01K +23 +1%
JAG
1124
Journey Advisory Group
Kentucky
$209K
WQ
1125
Wealth Quarterback
New Jersey
$209K -$5.69K -65 -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.