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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
FFL
1226
Financial Freedom LLC
Ohio
$73.5K +$262 +3 +0.4%
TIM
1227
Tortoise Investment Management
New York
$72.3K -$3.15K -36 -4%
CT
1228
Clearstead Trust
Maine
$71.9K
BCMLT
1229
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.3K +$25.4K +290 +56%
SWA
1230
SOA Wealth Advisors
New York
$71.1K -$30.3K -346 -30%
CAL
1231
Capital Advisors Ltd
Ohio
$71K -$5.69K -65 -7%
HB
1232
Horizon Bancorp
Indiana
$70K -$41.2K -471 -37%
SN
1233
Sittner & Nelson
Oregon
$69.7K
FRA
1234
Front Row Advisors
California
$69.4K
FCAS
1235
First Command Advisory Services
Texas
$68.5K +$68.3K +781 New
Loomis, Sayles & Company
1236
Loomis, Sayles & Company
Massachusetts
$68K +$50K +571 +281%
CCC
1237
Chelsea Counsel Company
California
$66.7K +$43.7K +500 +192%
CJL
1238
Cyrus J. Lawrence
New York
$66K
CIA
1239
Cape Investment Advisory
Georgia
$65.9K +$87 +1 +0.1%
OA
1240
Operose Advisors
Wisconsin
$65.1K
AF
1241
Arrow Financial
New York
$64.3K -$2.8K -32 -4%
LIA
1242
Lynx Investment Advisory
District of Columbia
$63.6K +$63.4K +725 New
AT
1243
Avalon Trust
New Mexico
$63.3K
RTC
1244
Riverview Trust Company
Washington
$63.2K
EL
1245
EMFO LLC
Florida
$63.1K
OAM
1246
Ostrum Asset Management
France
$62K -$264K -3,015 -81%
AWM
1247
Atticus Wealth Management
Florida
$58.4K
FUBT
1248
First United Bank & Trust
Maryland
$57.4K
WB
1249
Webster Bank
Connecticut
$57K
ATC
1250
Adirondack Trust Company
New York
$54.8K

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.