We are live on ! Find out more
AEP icon

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
BCPWM
1401
Bradley & Co Private Wealth Management
Florida
$2.72K
WWP
1402
WR Wealth Planners
Missouri
$2.19K -$9.36K -107 -81%
HCM
1403
Hollencrest Capital Management
California
$2.11K
NCM
1404
Northwest Capital Management
Oregon
$2.02K
ETS
1405
ESL Trust Services
New York
$1.93K +$1.93K +22 New
CAM
1406
ClariVest Asset Management
California
$1.84K +$1.84K +21 New
DPW
1407
DiNuzzo Private Wealth
Pennsylvania
$1.75K +$437 +5 +33%
CAC
1408
Core Alternative Capital
Georgia
$1.49K
AFWM
1409
Abich Financial Wealth Management
Virginia
$1.49K +$1.49K +17 New
NL
1410
NVWM LLC
Pennsylvania
$1.4K +$437 +5 +45%
TWP
1411
Triad Wealth Partners
Kansas
$1.4K +$1.4K +16 New
ECM
1412
Everence Capital Management
Indiana
$1.4K
TCM
1413
Tradewinds Capital Management
Washington
$1.32K
Kayne Anderson Rudnick Investment Management
1414
Kayne Anderson Rudnick Investment Management
California
$1.23K +$525 +6 +75%
MIA
1415
MeadowBrook Investment Advisors
Michigan
$1.05K
FMTCOCP
1416
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K -$6.65K -76 -84%
SFCL
1417
Strengthening Families & Communities LLC
Massachusetts
$1K +$612 +7 New
WA
1418
WestEnd Advisors
North Carolina
$614 -$87 -1 -13%
CAM
1419
Creekmur Asset Management
Illinois
$526 -$962 -11 -65%
AFIA
1420
America First Investment Advisors
Nebraska
$526
VWA
1421
Valued Wealth Advisors
Utah
$176
RWM
1422
Ruedi Wealth Management
Illinois
$175 +$175 +2 New
DWM
1423
Dogwood Wealth Management
Kansas
$6
D.E. Shaw & Co
1424
D.E. Shaw & Co
New York
-$74.9M -870,382 Closed
ZIM
1425
Zacks Investment Management
Illinois
-$60.8M -706,238 Closed

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.