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American Electric Power

1,352 hedge funds and large institutions have $34.6B invested in American Electric Power in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 543 increasing their positions, 466 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $820M | Put options by funds: $181M

17% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 466

14% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 118

4% more capital invested

Capital invested by funds: $33.1B → $34.6B (+$1.47B)

0% more funds holding

Funds holding: 1,3491,352 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.94% less ownership

Funds ownership: 77.53%76.59% (-0.94%)

Holders
1,352
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
19.48%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
134
Increased
543
Reduced
466
Closed
118
Calls
$820M
Puts
$181M
Net Calls
+$639M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
226
Cetera Advisor Networks
California
$6.69M +$61.5K +757 +1%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$6.68M +$41.6K +512 +0.7%
AI
228
Atria Investments
North Carolina
$6.66M +$1.35M +16,568 +27%
DA
229
Duality Advisers
Florida
$6.48M +$6.12M +75,307 New
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$6.48M -$156K -1,918 -2%
AG
231
AlTi Global
New York
$6.4M +$6.04M +74,293 New
ATC
232
Argent Trust Co
Tennessee
$6.36M +$177K +2,182 +3%
SGC
233
Slocum, Gordon & Co
Rhode Island
$6.36M -$122K -1,499 -2%
SIC
234
Salem Investment Counselors
North Carolina
$6.35M +$4.87M +59,955 +434%
X
235
Xponance
Pennsylvania
$6.32M +$455K +5,598 +8%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$6.32M -$125K -1,536 -2%
HEIP
237
Hudson Edge Investment Partners
New Jersey
$6.27M +$489K +6,016 +9%
EIA
238
Eastover Investment Advisors
North Carolina
$6.25M -$75.9K -934 -1%
ZB
239
Zions Bancorporation
Utah
$6.19M +$568K +6,989 +11%
LSERS
240
Louisiana State Employees Retirement System
Louisiana
$6.19M -$138K -1,700 -2%
NYLIM
241
New York Life Investment Management
New York
$6.17M -$222K -2,730 -4%
MHC
242
Meyer Handelman Company
New York
$6.13M -$1.22K -15 -0%
SIA
243
Soltis Investment Advisors
Utah
$6.04M +$15.7K +193 +0.3%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$6.02M
TPCW
245
TD Private Client Wealth
New York
$5.98M -$275K -3,387 -5%
MOACM
246
Mutual of America Capital Management
New York
$5.94M -$113K -1,396 -2%
FCI
247
Financial Counselors Inc
Kansas
$5.71M +$4.98M +61,309 +1,233%
SCM
248
Shelton Capital Management
Colorado
$5.67M +$80.4K +989 +2%
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$5.66M +$313K +3,845 +6%
PMIA
250
Patrick Mauro Investment Advisor
Illinois
$5.64M +$1.55M +19,111 +41%

AEP Hedge Fund Activity: Q1 2024 in Review

1,352 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2024, worth a combined $34.6B — up 4.4% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AEP positions and 118 closed out — a net gain of 16 holders — while 543 added to existing stakes and 466 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $924M. The largest seller was Morgan Stanley, cutting an estimated $917M.

  • 1,352 institutional investors held American Electric Power (AEP) as of Q1 2024, up from 1,349 in Q4 2023.
  • Funds reported $34.6B of American Electric Power stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 134 funds opened new American Electric Power positions in Q1 2024 and 118 closed out, a net change of +16 holders.
  • The largest American Electric Power buyer in Q1 2024 was Dodge & Cox, an estimated $924M added.
  • The largest American Electric Power seller in Q1 2024 was Morgan Stanley, an estimated $917M sold.

Based on aggregated 13F filings for Q1 2024.