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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
FP
1301
Financial Perspectives
Minnesota
$30.6K
MCM
1302
MV Capital Management
Maryland
$30.1K +$1.75K +20 +6%
IGWM
1303
ICA Group Wealth Management
Colorado
$29.7K -$356K -4,069 -92%
B
1304
Birchbrook
Maine
$29.7K
RA
1305
Rise Advisors
New York
$29.5K +$1.57K +18 +6%
WPA
1306
West Paces Advisors
Georgia
$28.1K
USB
1307
Union Savings Bank
Connecticut
$26.8K
RFG
1308
REAP Financial Group
Texas
$26.4K -$1.84K -21 -7%
CH
1309
Canton Hathaway
Rhode Island
$26K
KFS
1310
Kelly Financial Services
Massachusetts
$25.8K +$262 +3 +1%
VCM
1311
Versant Capital Management
Arizona
$25.6K -$21.6K -247 -46%
HWA
1312
HHM Wealth Advisors
Tennessee
$24.8K +$9.01K +103 +57%
C
1313
Covestor
United Kingdom
$24K
GKIM
1314
GW&K Investment Management
Massachusetts
$24K +$6.91K +79 +42%
BFS
1315
Burkett Financial Services
South Carolina
$23.9K +$262 +3 +1%
TCM
1316
TD Capital Management
Tennessee
$23.9K +$262 +3 +1%
FCT
1317
First Community Trust
Iowa
$23.3K +$23.3K +266 New
OAJ
1318
Ogorek Anthony Joseph
New York
$23K -$7.79K -89 -25%
WIA
1319
Wetzel Investment Advisors
Indiana
$22.5K -$8.66K -99 -28%
CHA
1320
Carmichael Hill & Associates
Maryland
$21.5K
FNWA
1321
Financial Network Wealth Advisors
Utah
$21.4K +$21.2K +242 New
MSG
1322
Main Street Group
Virginia
$21.1K -$14.1K -161 -40%
DWS
1323
Dynamic Wealth Strategies
California
$20K
GLR
1324
Great Lakes Retirement
Ohio
$18.1K +$18K +206 New
MA
1325
Montag & Associates
Georgia
$18.1K +$11.5K +131 +175%

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.