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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
VAMG
1251
Voisard Asset Management Group
Michigan
$53.3K +$53.1K +607 New
MWM
1252
Mascoma Wealth Management
New Hampshire
$52.6K +$52.5K +600 New
OW
1253
Olistico Wealth
Oklahoma
$52.6K +$52.5K +600 New
FFA
1254
Frazier Financial Advisors
Ohio
$52.3K -$4.72K -54 -8%
NMG
1255
New Millennium Group
Utah
$51.8K +$51.6K +590 New
CA
1256
Crewe Advisors
Utah
$50.8K +$29.7K +339 +141%
RI
1257
Ridgewood Investments
New Jersey
$50.6K +$50.5K +577 New
IA
1258
IFS Advisors
Kansas
$50.1K
BFPW
1259
BOK Financial Private Wealth
Colorado
$49.7K
JWM
1260
Janiczek Wealth Management
Colorado
$49K +$2.62K +30 +6%
CFG
1261
CKW Financial Group
Hawaii
$48K
OWA
1262
Opal Wealth Advisors
New York
$47.8K +$47.7K +545 New
PMFA
1263
Plante Moran Financial Advisors
Michigan
$47.3K
RDFA
1264
Ritter Daniher Financial Advisory
Ohio
$46.3K
WCM
1265
Winthrop Capital Management
Indiana
$46K
BSB
1266
Bangor Savings Bank
Maine
$46K
OC
1267
Oakworth Capital
Alabama
$45.7K
CCA
1268
Catalyst Capital Advisors
New York
$45.2K +$1.4K +16 +3%
POIA
1269
Pin Oak Investment Advisors
Texas
$45K
LWA
1270
Lowe Wealth Advisors
Maryland
$44.8K
RA
1271
Rational Advisors
New York
$44.7K -$2.45K -28 -5%
ACA
1272
Atlas Capital Advisors
Wyoming
$44.4K
NMM
1273
Naples Money Management
Florida
$44.3K +$44.4K +508 New
BC
1274
Barrett & Company
Rhode Island
$44.1K +$437 +5 +1%
TFM
1275
TFC Financial Management
Massachusetts
$43.9K

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.