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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
WS
451
Wedbush Securities
California
$1.57M +$91.1K +1,121 +7%
LIA
452
LS Investment Advisors
Michigan
$1.54M +$32.7K +402 +2%
PFS
453
Prospera Financial Services
Texas
$1.54M +$201K +2,478 +16%
BMSSC
454
B. Metzler seel. Sohn & Co
Germany
$1.52M +$30K +369 +2%
KFP
455
KMG Fiduciary Partners
Ohio
$1.52M +$67.5K +830 +5%
CC
456
Courier Capital
New York
$1.51M -$447K -5,493 -24%
MC
457
Moors & Cabot
Massachusetts
$1.5M +$7.97K +98 +0.6%
AWG
458
Altus Wealth Group
Colorado
$1.5M +$33.8K +416 +2%
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.49M -$112K -1,381 -7%
Two Sigma Investments
460
Two Sigma Investments
New York
$1.47M -$10.4M -128,530 -88%
HWAM
461
Hennion & Walsh Asset Management
New Jersey
$1.47M -$340K -4,181 -20%
MIF
462
Mediolanum International Funds
Ireland
$1.45M +$1.39M +17,137 New
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$1.44M +$3.41K +42 +0.3%
SAM
464
Secure Asset Management
Michigan
$1.43M +$37K +455 +3%
USAA
465
United Services Automobile Association
Texas
$1.42M +$279K +3,426 +26%
VFA
466
Valeo Financial Advisors
Indiana
$1.41M -$189K -2,322 -12%
BNP Paribas Asset Management
467
BNP Paribas Asset Management
France
$1.41M -$270K -3,322 -17%
JWCA
468
J.W. Cole Advisors
Florida
$1.4M +$94.1K +1,158 +8%
SF
469
Synovus Financial
Georgia
$1.4M +$35.4K +435 +3%
CFGS
470
Concourse Financial Group Securities
Alabama
$1.38M +$145K +1,787 +13%
PP
471
Prudential plc
United Kingdom
$1.38M -$582K -7,164 -31%
BBVA
472
Banco Bilbao Vizcaya Argentaria
Spain
$1.38M -$150K -1,847 -10%
FHB
473
First Hawaiian Bank
Hawaii
$1.37M +$1.04M +12,779 +409%
WANY
474
Wealthspire Advisors (New York)
New York
$1.36M -$42.9K -528 -3%
KCM
475
Kornitzer Capital Management
Kansas
$1.35M -$13.4K -165 -1%

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.