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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
SIC
1351
SJS Investment Consulting
Ohio
$11.6K
BWP
1352
Baldwin Wealth Partners
Massachusetts
$11.3K
FGA
1353
Fortis Group Advisors
New Jersey
$11K -$1.01M -11,519 -99%
CWM
1354
Compass Wealth Management
Connecticut
$11K
WOSD
1355
WFA of San Diego
California
$10.5K +$10.5K +120 New
LWANC
1356
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.4K
FMP
1357
Financial Management Professionals
Texas
$10K +$175 +2 +2%
WBC
1358
West Branch Capital
Massachusetts
$9.91K -$10.9K -125 -53%
SFA
1359
Semmax Financial Advisors
North Carolina
$9.9K
AFS
1360
Annapolis Financial Services
Maryland
$9.83K
PG
1361
Proffitt & Goodson
Tennessee
$9.56K
W
1362
WealthCollab
Washington
$8.86K
RFG
1363
RFP Financial Group
Georgia
$8.81K +$1.57K +18 +22%
PO
1364
Private Ocean
California
$8.77K -$8.4K -96 -49%
ECM
1365
Estabrook Capital Management
New York
$8.77K
HSA
1366
Hussman Strategic Advisors
Maryland
$8.77K
CFM
1367
Catalyst Funds Management
Australia
$8.77K +$8.75K +100 New
SC
1368
Swan Capital
Florida
$8.77K +$8.75K +100 New
NC
1369
NewSquare Capital
Pennsylvania
$8.16K
HWP
1370
Highline Wealth Partners
California
$8.14K +$1.14K +13 +16%
S
1371
Sachetta
Massachusetts
$7.66K +$4.46K +51 +189%
KWAG
1372
Kiely Wealth Advisory Group
North Carolina
$7.59K
NECFA
1373
New England Capital Financial Advisors
Connecticut
$7.55K
GPI
1374
General Partner Inc
Pennsylvania
$7.46K
OLVIG
1375
Oliver Lagore Vanvalin Investment Group
Michigan
$7.44K -$962 -11 -11%

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.