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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
CTI
326
Community Trust & Investment
Kentucky
$3.43M +$255K +3,136 +9%
TIAA Trust, National Association
327
TIAA Trust, National Association
North Carolina
$3.41M -$10.1M -124,447 -76%
Parallax Volatility Advisers
328
Parallax Volatility Advisers
California
$3.36M -$2.72M -33,439 -46%
CA
329
Cornerstone Advisors
North Carolina
$3.36M -$154K -1,900 -5%
CB
330
Community Bank
New York
$3.36M +$148K +1,820 +5%
JIR
331
James Investment Research
Ohio
$3.34M +$293K +3,610 +10%
EWA
332
Exencial Wealth Advisors
Oklahoma
$3.33M -$21.4K -263 -0.7%
FT
333
Fiduciary Trust
Massachusetts
$3.33M -$8.21K -101 -0.3%
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$3.33M +$101K +1,244 +3%
NSIM
335
North Star Investment Management
Illinois
$3.31M -$4.55K -56 -0.1%
JWM
336
Jeppson Wealth Management
California
$3.27M +$11.5K +142 +0.4%
MFIM
337
Mesirow Financial Investment Management
Illinois
$3.27M +$280K +3,440 +10%
KBC Group
338
KBC Group
Belgium
$3.26M -$74.7K -919 -2%
MIA
339
MainStreet Investment Advisors
Illinois
$3.23M -$37.5K -461 -1%
BC
340
Brookfield Corp
Ontario, Canada
$3.23M
Assenagon Asset Management
341
Assenagon Asset Management
Luxembourg
$3.17M -$26M -319,891 -90%
PCIA
342
Prime Capital Investment Advisors
Kansas
$3.16M +$541K +6,653 +22%
HC
343
Hendley & Co
Ohio
$3.13M +$142K +1,750 +5%
MCB
344
Morton Community Bank
Illinois
$3.12M +$177K +2,180 +6%
PA
345
Pinnacle Associates
New York
$3.11M -$372K -4,582 -11%
RC
346
Randolph Company
Ohio
$3M -$5.79M -71,177 -67%
TI
347
TrueMark Investments
Illinois
$2.98M -$51.1K -628 -2%
CAM
348
Cresset Asset Management
Illinois
$2.94M +$282K +3,464 +11%
QCM
349
QRG Capital Management
Illinois
$2.94M -$2.04M -25,126 -42%
HIMCH
350
Hartford Investment Management Co (HIMCO)
Connecticut
$2.93M -$115K -1,409 -4%

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.