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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
GIBU
301
Gulf International Bank (UK)
United Kingdom
$4.09M +$425K +5,230 +12%
TW
302
Trajan Wealth
Arizona
$3.97M +$3.75M +46,109 New
KPWS
303
Kestra Private Wealth Services
Texas
$3.95M +$342K +4,203 +10%
IIM
304
INTECH Investment Management
Florida
$3.95M -$1.12M -13,781 -23%
RIA
305
Regal Investment Advisors
Michigan
$3.88M -$67.6K -831 -2%
SC
306
Savant Capital
Illinois
$3.88M -$8.78K -108 -0.2%
OPERF
307
Oregon Public Employees Retirement Fund
Oregon
$3.87M +$319K +3,918 +10%
GCAC
308
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.75M -$398K -4,890 -10%
FNBOMD
309
First National Bank of Mount Dora
Florida
$3.74M +$277K +3,409 +9%
AWM
310
Axxcess Wealth Management
California
$3.73M +$73.8K +908 +2%
Squarepoint
311
Squarepoint
New York
$3.67M +$2.3M +28,320 +199%
PAI
312
Pittenger & Anderson Inc
Nebraska
$3.64M
AMG
313
Advisors Management Group
Wisconsin
$3.63M -$93.2K -1,147 -3%
TC
314
TownSquare Capital
Utah
$3.62M +$113K +1,389 +3%
OC
315
Oppenheimer & Co
New York
$3.55M -$390K -4,801 -10%
VPIM
316
Vanguard Personalized Indexing Management
California
$3.55M +$633K +7,782 +23%
AOWM
317
Alpha Omega Wealth Management
Virginia
$3.54M -$53.5K -658 -2%
GCM
318
Garland Capital Management
Washington
$3.53M -$14.6K -180 -0.4%
Wealthfront Advisers
319
Wealthfront Advisers
California
$3.48M +$543K +6,680 +20%
PCA
320
Providence Capital Advisors
North Carolina
$3.46M +$82.4K +1,013 +3%
AWS
321
Atria Wealth Solutions
New York
$3.45M -$416K -5,114 -11%
UB
322
UMB Bank
Missouri
$3.45M -$46.3K -569 -1%
CCT
323
Capital City Trust
Florida
$3.44M +$5.93K +73 +0.2%
KRS
324
Kentucky Retirement Systems
Kentucky
$3.44M -$174K -2,139 -5%
William Blair & Company
325
William Blair & Company
Illinois
$3.43M +$42.4K +522 +1%

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.