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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
RCM
426
Raleigh Capital Management
North Carolina
$1.75M +$24.9K +306 +2%
IP
427
Investment Partners
Ohio
$1.75M -$38K -468 -2%
SVWAG
428
Sound View Wealth Advisors Group
Georgia
$1.75M -$88.6K -1,090 -5%
QT
429
Quantbot Technologies
New York
$1.73M +$1.63M +20,099 New
JPWM
430
Jamison Private Wealth Management
Georgia
$1.73M -$8.13K -100 -0.5%
HCM
431
Huber Capital Management
California
$1.72M -$1.1M -13,499 -65%
AAS
432
Avantax Advisory Services
Texas
$1.7M -$72.4K -891 -4%
IA
433
Icon Advisers
Colorado
$1.67M
SDIC
434
South Dakota Investment Council
South Dakota
$1.67M
RWA
435
River Wealth Advisors
Pennsylvania
$1.66M -$379K -4,658 -19%
RIM
436
Rakuten Investment Management
Japan
$1.65M +$1.45M +17,894 +1,384%
PFA
437
Pathway Financial Advisers
Indiana
$1.65M +$92.2K +1,134 +6%
CFS
438
Commonwealth Financial Services
West Virginia
$1.64M
IMPI
439
Ilmarinen Mutual Pension Insurance
Finland
$1.64M +$1.54M +19,000 New
GAM
440
Garrison Asset Management
Arkansas
$1.63M -$12.9K -159 -0.8%
HCM
441
Hodges Capital Management
Texas
$1.61M +$1.52M +18,756 New
IB
442
Intrust Bank
Kansas
$1.61M +$96.1K +1,182 +7%
FCB
443
First County Bank
Connecticut
$1.6M +$27.4K +337 +2%
MYAM
444
Meiji Yasuda Asset Management
Japan
$1.6M -$741K -9,112 -33%
UCFA
445
United Capital Financial Advisors
Texas
$1.59M -$10.4K -128 -0.7%
VRM
446
Vectors Research Management
New York
$1.59M -$560K -6,883 -27%
EF
447
Empirical Finance
Pennsylvania
$1.59M +$52.1K +641 +4%
BFG
448
Bleakley Financial Group
New Jersey
$1.58M +$93.3K +1,148 +7%
SW
449
Simplicity Wealth
New Jersey
$1.57M +$1.48M +18,265 New
VCA
450
Verdence Capital Advisors
Maryland
$1.57M +$252K +3,097 +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.