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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
FH
1151
FWG Holdings
Florida
$200K +$187K +2,137 New
SIM
1152
Sentry Investment Management
Wisconsin
$196K -$40.1K -458 -17%
VEA
1153
Virtus ETF Advisers
New York
$192K -$2.54K -29 -1%
JGIA
1154
Jackson Grant Investment Advisers
Connecticut
$192K +$700 +8 +0.4%
PB
1155
Pinnacle Bancorp
Nebraska
$190K
BL
1156
BFSG LLC
California
$189K -$5.69K -65 -3%
CWM
1157
Cranbrook Wealth Management
Michigan
$185K
SOS
1158
Silver Oak Securities
Tennessee
$183K -$2.71K -31 -1%
LFG
1159
Larson Financial Group
Missouri
$181K +$23.4K +267 +15%
MCM
1160
Manchester Capital Management
Vermont
$178K +$21.7K +248 +14%
IBOK
1161
Independence Bank of Kentucky
Kentucky
$175K
ACM
1162
Aquatic Capital Management
Illinois
$175K +$175K +2,000 New
CFO
1163
CVA Family Office
Colorado
$171K -$4.81K -55 -3%
1IA
1164
1620 Investment Advisors
Massachusetts
$171K +$170K +1,943 New
ANBT
1165
American National Bank & Trust
Texas
$170K +$16.7K +191 +11%
PI
1166
PEAK6 Investments
Illinois
$164K +$163K +1,866 New
BWL
1167
Bogart Wealth LLC
Virginia
$164K +$18.8K +215 +13%
PCFFS
1168
Pacific Center for Financial Services
California
$160K
SAM
1169
Smartleaf Asset Management
Massachusetts
$160K +$18.9K +216 +14%
ME
1170
McIlrath & Eck
Washington
$158K -$16.1K -184 -9%
TH
1171
TCTC Holdings
Texas
$155K
HBT
1172
Hills Bank & Trust
Iowa
$153K
CH
1173
Cromwell Holdings
Wyoming
$152K +$151K +1,731 New
CB
1174
CNB Bank
Pennsylvania
$148K -$228K -2,602 -61%
HWA
1175
Heritage Wealth Advisors
Virginia
$145K +$35K +400 +32%

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.