Question 1

Which hedge funds and institutional investors hold AEP?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for AEP shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for AEP whale holdings?

Accepted Answer

Conviction level reflects how significant AEP is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to AEP, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for AEP?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about AEP?

Accepted Answer

QoQ changes for AEP show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	30.3M	$4.0B	0.1%	$2896.4B
Dodge & Cox	8.7M	$1.1B	0.6%	$182.0B
Millennium	4.2M	$544.2M	0.2%	$240.3B
Geode Capital	1.7M	$228.3M	0.0%	$1607.5B
Capital Research	1.5M	$195.5M	0.0%	$644.6B
Mawer	1.3M	$174.9M	1.1%	$15.4B
Icahn Enterprises	1.2M	$158.0M	1.8%	$8.6B
Adage Capital	729.5K	$95.6M	0.1%	$64.8B
Point72	632.2K	$82.9M	0.1%	$78.1B
Gabelli	591.9K	$77.6M	0.5%	$14.8B
Citadel	521.9K	$68.4M	0.0%	$618.5B
Jennison	493.1K	$64.6M	0.0%	$145.4B
Epoch	464.2K	$60.8M	0.4%	$16.5B
ExodusPoint	317.7K	$41.6M	0.3%	$12.4B
Hudson Bay	295.8K	$38.8M	0.1%	$29.0B
American Century	229.2K	$30.0M	0.0%	$194.3B
Millennium	182.5K	$23.9M	0.0%	$240.3B
Two Sigma	179.7K	$23.6M	0.0%	$123.9B
Citadel	132.5K	$17.4M	0.0%	$618.5B
WorldQuant	127.6K	$16.7M	0.1%	$25.9B
Point72	102.5K	$13.4M	0.0%	$78.1B
Balyasny	100.0K	$13.1M	0.0%	$77.1B
Gotham Asset	80.8K	$10.6M	0.0%	$32.7B
DFA	79.8K	$10.5M	0.0%	$481.4B
Point72	75.4K	$9.9M	0.0%	$78.1B
DE Shaw	63.0K	$8.3M	0.0%	$166.3B
Wellington	54.0K	$7.1M	0.0%	$535.5B
Bridgewater	51.9K	$6.8M	0.0%	$22.4B
Citadel	44.1K	$5.8M	0.0%	$618.5B
DE Shaw	41.5K	$5.4M	0.0%	$166.3B
Millennium	33.1K	$4.3M	0.0%	$240.3B
Neuberger Berman (Eisman)	29.9K	$3.9M	0.0%	$131.4B
Tudor	29.5K	$3.9M	0.0%	$53.9B
Tudor	25.5K	$3.3M	0.0%	$53.9B
Marshall Wace	22.1K	$2.9M	0.0%	$100.4B
ClearBridge	20.4K	$2.7M	0.0%	$114.9B
BlackRock	19.5K	$2.6M	—	$5723.5B
Brevan Howard	14.9K	$1.9M	0.0%	$11.3B
Fisher Investments	12.7K	$1.7M	0.0%	$294.9B
GMO	10.8K	$1.4M	0.0%	$39.1B
Two Sigma	9.0K	$1.2M	0.0%	$123.9B
Fidelity (FMR)	7.0K	$920K	—	$1898.4B
Two Sigma	6.0K	$786K	0.0%	$123.9B
Brevan Howard	3.1K	$404K	0.0%	$11.3B
Brevan Howard	2.3K	$299K	0.0%	$11.3B
Man Group	2.3K	$297K	0.0%	$55.1B
Kayne Anderson	1.5K	$199K	0.0%	$34.0B
AQR Capital	682	$89K	—	$218.4B
Northern Trust	506	$66K	—	$756.6B
Acadian	392.7K	$51K	0.1%	$70.5M
Franklin Templeton	315	$41K	—	$408.3B
Invesco	232	$30K	—	$653.3B
Balyasny	144	$19K	—	$77.1B
LSV	72.3K	$9K	0.0%	$46.4M

AEP

Who Holds AEP