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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
EBA
1376
Eagle Bay Advisors
New York
$7.37K
AP
1377
Aspect Partners
Virginia
$6.49K
EFP
1378
EnRich Financial Partners
Wisconsin
$6.05K
SSG
1379
Summit Securities Group
New York
$6K +$6.12K +70 New
TIM
1380
Thompson Investment Management
Wisconsin
$5.97K
CFS
1381
CGC Financial Services
Oregon
$5.35K
AWM
1382
Abound Wealth Management
Tennessee
$5.19K
AW
1383
Avion Wealth
Texas
$5K +$1.57K +18 +46%
CPA
1384
Clear Point Advisors
New York
$4.65K
CWC
1385
Carolinas Wealth Consulting
North Carolina
$4.56K +$700 +8 +18%
UWS
1386
Unique Wealth Strategies
Illinois
$4.39K +$4.46K +51 New
DF
1387
Dunhill Financial
United Kingdom
$4.38K +$875 +10 +25%
PWMG
1388
Private Wealth Management Group
New Jersey
$4.21K
TWD
1389
True Wealth Design
Ohio
$4.12K +$3.24K +37 +370%
PCM
1390
Penserra Capital Management
California
$4K
UIA
1391
Ulland Investment Advisors
Minnesota
$4K
LCM
1392
Logan Capital Management
Pennsylvania
$3.95K
PCMC
1393
Planning Capital Management Corporation
Pennsylvania
$3.86K
ACM
1394
Anfield Capital Management
California
$3.69K +$3.67K +42 New
FW
1395
Fairway Wealth
Ohio
$3.6K +$3.59K +41 New
IFAM
1396
Institutional & Family Asset Management
Colorado
$3.51K
CP
1397
Camelot Portfolios
Ohio
$3.51K +$3.5K +40 New
CTWM
1398
Cherry Tree Wealth Management
Minnesota
$3.33K
FFO
1399
Fortitude Family Office
Arizona
$3.25K +$3.24K +37 New
MLA
1400
MB, Levis & Associates
Pennsylvania
$2.96K +$87 +1 +3%

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.