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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
CA
276
Cetera Advisors
Colorado
$4.72M +$1.98M +24,339 +80%
HPG
277
Harvest Portfolios Group
Ontario, Canada
$4.66M +$4.4M +54,175 New
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$4.65M +$1.42M +17,424 +48%
BEI
279
Benjamin Edwards Inc
Missouri
$4.63M -$630K -7,751 -13%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$4.62M +$61.2K +753 +1%
VVP
281
Venture Visionary Partners
Ohio
$4.58M -$736K -9,054 -15%
DIA
282
Dean Investment Associates
Ohio
$4.53M +$882K +10,844 +26%
TAM
283
Tocqueville Asset Management
New York
$4.48M +$4.23M +51,985 New
LCWP
284
Legacy Capital Wealth Partners
Arkansas
$4.42M +$3.82M +47,025 New
BFIM
285
Beese Fulmer Investment Management
Ohio
$4.41M +$701K +8,629 +20%
Pathstone Holdings
286
Pathstone Holdings
New Jersey
$4.4M +$315K +3,878 +8%
VWM
287
Valley Wealth Managers
New Jersey
$4.34M -$275K -3,388 -6%
PGFC
288
Peapack-Gladstone Financial Corp
New Jersey
$4.33M -$703K -8,651 -15%
VI
289
Vestcor Inc
New Brunswick, Canada
$4.32M -$324K -3,986 -7%
DILIC
290
Dai-ichi Life Insurance Company
Japan
$4.29M +$1.22M +15,000 +43%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$4.28M +$1.52M +18,726 +60%
IGAM
292
iA Global Asset Management
Quebec, Canada
$4.26M +$174K +2,145 +5%
GT
293
Glenmede Trust
Pennsylvania
$4.19M -$361K -4,444 -8%
HWM
294
Hohimer Wealth Management
Washington
$4.17M +$3.93M +48,386 New
RFC
295
Regions Financial Corp
Alabama
$4.13M -$84.5K -1,039 -2%
KAS
296
Kestra Advisory Services
Texas
$4.11M +$186K +2,290 +5%
Point72 Asset Management
297
Point72 Asset Management
Connecticut
$4.11M +$3.88M +47,680 New
BCI
298
Brinker Capital Investments
Pennsylvania
$4.09M -$250K -3,074 -6%
OPS
299
Orion Portfolio Solutions
Nebraska
$4.09M -$250K -3,074 -6%
RBC
300
Romano Brothers & Co
Illinois
$4.09M +$80.1K +985 +2%

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.