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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
DCBT
1201
Dakota Community Bank & Trust
North Dakota
$101K +$17.8K +204 +21%
RWMG
1202
Redwood Wealth Management Group
New Jersey
$101K +$101K +1,153 New
HGERS
1203
Householder Group Estate & Retirement Specialist
Arizona
$99K +$175 +2 +0.2%
LFASL
1204
Lugano Financial Advisors SA (LFA)
Switzerland
$98.7K
TF
1205
Tompkins Financial
New York
$97.5K -$700 -8 -0.7%
PCTC
1206
Perkins Coie Trust Company
Washington
$91.2K
CB
1207
Chris Bulman
California
$90.3K +$90K +1,029 New
FA
1208
Financial Avengers
California
$89.6K +$875 +10 +1%
TCA
1209
Trifecta Capital Advisors
Illinois
$88.6K
PA
1210
PSI Advisors
Florida
$87.7K +$5.34K +61 +6%
SA
1211
SRH Advisors
Kansas
$87.7K -$3.41K -39 -4%
GIA
1212
GHP Investment Advisors
Colorado
$87.7K
SWM
1213
Sugarloaf Wealth Management
Georgia
$86.6K +$22.7K +259 +36%
RMC
1214
Resources Management Corp
Connecticut
$86K
LFA
1215
LGT Financial Advisors
Texas
$84.1K -$124K -1,419 -60%
EWM
1216
Evermay Wealth Management
Virginia
$82K
SC
1217
Stephens Consulting
Michigan
$81.2K
VNA
1218
Valley National Advisers
Pennsylvania
$81K -$1.49K -17 -2%
UFF
1219
USA Financial Formulas
Michigan
$80.1K +$78.4K +896 +5,271%
DMBA
1220
Deseret Mutual Benefit Administrators
Utah
$79.7K +$1.23K +14 +2%
AA
1221
Addison Advisors
Vermont
$79.1K +$10.1K +116 +15%
MWA
1222
MFA Wealth Advisors
Pennsylvania
$77.3K +$77.1K +881 New
BBPWM
1223
Blue Bell Private Wealth Management
Pennsylvania
$76.7K +$3.24K +37 +4%
WAM
1224
WFA Asset Management
Wisconsin
$75.6K +$787 +9 +1%
DSC
1225
Duncker Streett & Co
Missouri
$74.7K +$1.57K +18 +2%

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.