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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.39B +$40M +456,741 +0.9%
BlackRock
2
BlackRock
New York
$3.99B -$13.6M -155,595 -0.3%
State Street
3
State Street
Massachusetts
$2.26B -$25.3M -289,530 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.83B -$355M -4,053,549 -16%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.07B +$29.6M +338,642 +3%
Morgan Stanley
6
Morgan Stanley
New York
$1.06B -$44.8M -511,568 -4%
Dodge & Cox
7
Dodge & Cox
California
$1.04B +$40.9M +467,500 +4%
GQG Partners
8
GQG Partners
Florida
$841M +$838M +9,582,264 New
Invesco
9
Invesco
Georgia
$738M +$4.81M +54,992 +0.7%
Lazard Asset Management
10
Lazard Asset Management
New York
$722M -$31.4M -359,183 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$602M -$20.7M -236,123 -3%
Bank of America
12
Bank of America
North Carolina
$524M -$29.5M -337,497 -5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$507M +$89M +1,017,286 +21%
Franklin Resources
14
Franklin Resources
California
$461M -$1.21M -13,867 -0.3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$453M -$7.86M -89,820 -2%
Ameriprise
16
Ameriprise
Minnesota
$453M -$5.5M -62,844 -1%
Wells Fargo
17
Wells Fargo
California
$416M +$10.6M +121,732 +3%
N
18
Nuveen
North Carolina
$415M -$35.5M -406,015 -8%
Northern Trust
19
Northern Trust
Illinois
$415M -$1.18M -13,487 -0.3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$390M -$26.2M -299,374 -6%
Federated Hermes
21
Federated Hermes
Pennsylvania
$387M -$20M -229,110 -5%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$369M -$21M -239,635 -5%
Legal & General Group
23
Legal & General Group
United Kingdom
$365M -$36.6M -418,376 -9%
UBS Group
24
UBS Group
Switzerland
$340M -$60.1M -686,732 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$334M -$5.13M -58,592 -2%

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.