We are live on ! Find out more
AEP icon

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
LMIM
376
Lockheed Martin Investment Management
Maryland
$2.34M -$325K -4,000 -13%
1SB
377
1ST Source Bank
Indiana
$2.33M -$102K -1,258 -4%
WPP
378
Whalerock Point Partners
Rhode Island
$2.31M -$23K -283 -1%
SWP
379
Stratos Wealth Partners
Ohio
$2.29M +$103K +1,267 +5%
NMERB
380
New Mexico Educational Retirement Board
New Mexico
$2.29M -$16.3K -200 -0.7%
CG
381
Cutler Group
California
$2.24M +$170K +2,086 +9%
SA
382
Strategic Advisors
New York
$2.23M -$406 -5 -0%
SSWM
383
Smith Salley Wealth Management
North Carolina
$2.23M -$237K -2,916 -10%
BPA
384
Beacon Pointe Advisors
California
$2.19M +$116K +1,430 +6%
CTA
385
Colonial Trust Advisors
South Carolina
$2.18M -$23.2K -285 -1%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$2.17M -$98.4K -1,210 -5%
RWM
387
Rockline Wealth Management
New York
$2.17M +$64.6K +795 +3%
IAA
388
Independent Advisor Alliance
North Carolina
$2.17M +$78.2K +962 +4%
PI
389
PFG Investments
New York
$2.15M +$1.79M +22,062 +746%
KFBMI
390
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.15M
CNBTD
391
Citizens National Bank Trust Department
Mississippi
$2.14M +$447K +5,500 +28%
NA
392
NewEdge Advisors
Louisiana
$2.09M -$251K -3,088 -11%
FB
393
Fulton Bank
Pennsylvania
$2.08M -$15.4K -189 -0.8%
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
$2.08M -$18.4M -226,204 -90%
Man Group
395
Man Group
United Kingdom
$2.07M -$9.63M -118,460 -83%
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$2.05M +$2.85K +35 +0.1%
BPGAM
397
BTG Pactual Global Asset Management
Bermuda
$2.04M -$1.11M -13,647 -37%
SB
398
Strategic Blueprint
Georgia
$2.02M +$33.5K +412 +2%
LNC
399
Lincoln National Corp
Pennsylvania
$1.98M +$36.2K +445 +2%
PP
400
PDT Partners
New York
$1.98M +$1.87M +22,970 New

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.