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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
EF
351
Empowered Funds
Pennsylvania
$2.9M +$884K +10,868 +48%
CWP
352
Cyndeo Wealth Partners
Florida
$2.9M -$670K -8,242 -20%
AG
353
Ascent Group
Virginia
$2.87M -$26.7K -329 -1%
IWC
354
Integrated Wealth Concepts
Massachusetts
$2.86M +$71.1K +874 +3%
HFS
355
Hantz Financial Services
Michigan
$2.83M +$2.49M +30,630 +1,333%
Axa
356
Axa
France
$2.75M +$411K +5,052 +19%
Credit Agricole
357
Credit Agricole
France
$2.69M +$1.44M +17,761 +119%
EFIC
358
Eliot Finkel Investment Counsel
California
$2.68M -$124K -1,520 -5%
MGP
359
Metis Global Partners
California
$2.68M +$75.6K +930 +3%
CCG
360
Cypress Capital Group
Florida
$2.67M -$73.6K -905 -3%
SAM
361
Securian Asset Management
Minnesota
$2.67M -$189K -2,331 -7%
SI
362
Stephens Inc
Arkansas
$2.65M +$183K +2,247 +8%
NIM
363
NEOS Investment Management
Connecticut
$2.63M +$460K +5,656 +23%
FCBT
364
First Citizens Bank & Trust
North Carolina
$2.62M +$129K +1,592 +6%
AWA
365
Arkadios Wealth Advisors
Georgia
$2.61M -$1.24M -15,210 -33%
PWP
366
Principle Wealth Partners
Connecticut
$2.59M +$824K +10,137 +51%
WTC
367
WhitTier Trust Company
Nevada
$2.58M -$58.9K -725 -2%
FBT
368
First Bank & Trust
South Dakota
$2.56M +$422K +5,185 +21%
RJT
369
Raymond James Trust
Florida
$2.56M -$114K -1,405 -5%
Connor, Clark & Lunn Investment Management (CC&L)
370
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.53M +$2.39M +29,434 New
BAM
371
Berkshire Asset Management
Pennsylvania
$2.48M -$58.3K -717 -2%
SCM
372
Spreng Capital Management
Ohio
$2.47M -$17.1K -210 -0.7%
ClearBridge Investments
373
ClearBridge Investments
New York
$2.46M -$53.1K -653 -2%
PAS
374
Park Avenue Securities
New York
$2.46M +$29.3K +360 +1%
GGA
375
Granite Group Advisors
Connecticut
$2.45M -$16.7K -205 -0.7%

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.