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American Electric Power

1,353 hedge funds and large institutions have $34.6B invested in American Electric Power in 2024 Q1 according to their latest regulatory filings, with 135 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: 135 | Existing positions closed: 118

4% more capital invested

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

0% more funds holding

Funds holding: 1,3491,353 (+4)

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
1,353
Holders Change
+4
Holders Change %
+0.3%
% of All Funds
19.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
135
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
SB
251
Simmons Bank
Arkansas
$5.6M +$356K +4,383 +7%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$5.59M +$317K +3,896 +6%
SPIA
253
Steward Partners Investment Advisory
New York
$5.59M +$158K +1,942 +3%
M
254
MOTCO
Texas
$5.58M -$65.4K -805 -1%
HCMT
255
Highland Capital Management (Tennessee)
Tennessee
$5.45M -$65.9K -811 -1%
BCIM
256
British Columbia Investment Management
British Columbia, Canada
$5.41M +$282K +3,472 +6%
CAM
257
Carret Asset Management
New York
$5.36M +$150K +1,845 +3%
DWM
258
Dakota Wealth Management
Florida
$5.32M +$563K +6,931 +13%
TCM
259
Telos Capital Management
California
$5.21M +$78.6K +967 +2%
SHGA
260
Sand Hill Global Advisors
California
$5.19M +$37K +455 +0.8%
AAIM
261
American Assets Investment Management
California
$5.17M
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$5.16M -$2.98M -36,706 -38%
PAM
263
Panagora Asset Management
Massachusetts
$5.13M +$521K +6,410 +12%
FF
264
Fluent Financial
Texas
$5.13M -$65K -800 -1%
Public Sector Pension Investment Board (PSP Investments)
265
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.13M -$169K -2,085 -3%
CIA
266
Capital Investment Advisors
Georgia
$5.12M -$255K -3,142 -5%
DC
267
Davenport & Co
Virginia
$5.05M -$123K -1,507 -3%
HBWM
268
Hollow Brook Wealth Management
New York
$5.02M +$532K +6,545 +13%
PA
269
Profund Advisors
Maryland
$5M -$313K -3,851 -6%
MPM
270
Meritage Portfolio Management
Kansas
$4.88M -$283K -3,479 -6%
QCM
271
Quantinno Capital Management
New York
$4.86M +$1.98M +24,409 +76%
PAG
272
Private Advisor Group
New Jersey
$4.85M +$212K +2,607 +5%
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$4.83M +$461K +5,665 +11%
BFA
274
Beaumont Financial Advisors
Massachusetts
$4.77M +$341K +4,192 +8%
KeyBank National Association
275
KeyBank National Association
Ohio
$4.74M +$402K +4,949 +10%

AEP Hedge Fund Activity: Q1 2024 in Review

1,353 of the 6,943 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: 135 funds opened new AEP positions and 118 closed out — a net gain of 17 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.

  • 1,353 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.
  • 135 funds opened new American Electric Power positions in Q1 2024 and 118 closed out, a net change of +17 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.