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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
TMAM
401
Tokio Marine Asset Management
Japan
$1.97M +$228K +2,800 +14%
DADC
402
D.A. Davidson & Co
Montana
$1.96M -$404K -4,969 -18%
IA
403
IFP Advisors
Florida
$1.96M +$601K +7,388 +48%
CGH
404
Crossmark Global Holdings
Texas
$1.95M -$32K -394 -2%
BRWA
405
B. Riley Wealth Advisors
Florida
$1.95M -$274K -3,371 -12%
TA
406
TFG Advisers
Michigan
$1.94M -$5.85K -72 -0.3%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.9M +$77.6K +954 +5%
MCM
408
MAI Capital Management
Ohio
$1.89M +$494K +6,082 +38%
JGCM
409
Joseph Group Capital Management
Ohio
$1.89M +$327K +4,028 +23%
Brown Advisory
410
Brown Advisory
Maryland
$1.88M +$49.5K +609 +3%
TCA
411
Transcend Capital Advisors
New Jersey
$1.88M +$1.45M +17,778 +440%
1832 Asset Management
412
1832 Asset Management
Ontario, Canada
$1.88M -$112K -1,378 -6%
NB
413
Norinchukin Bank
Japan
$1.87M -$35.8K -440 -2%
HWM
414
HB Wealth Management
Georgia
$1.87M +$75.5K +929 +4%
TRCT
415
Tower Research Capital (TRC)
New York
$1.87M -$4.61M -56,712 -72%
SC
416
Sagefield Capital
Texas
$1.86M -$141K -1,730 -7%
NAM
417
NorthCrest Asset Manangement
Minnesota
$1.86M +$171K +2,109 +11%
AWM
418
Apollon Wealth Management
South Carolina
$1.84M +$29.3K +361 +2%
HAG
419
HighPoint Advisor Group
Illinois
$1.84M +$144K +1,773 +10%
MHI
420
Miller Howard Investments
New York
$1.83M -$601K -7,396 -26%
MLICM
421
Metropolitan Life Insurance Company (MetLife)
New York
$1.83M -$15.9K -195 -0.9%
AIP
422
Ameritas Investment Partners
Nebraska
$1.8M -$22.2K -273 -1%
HAS
423
HBW Advisory Services
California
$1.8M
Simplex Trading
424
Simplex Trading
Illinois
$1.8M -$4.13M -50,833 -71%
OAM
425
Oppenheimer Asset Management
New York
$1.79M -$420K -5,164 -20%

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.