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American Electric Power

1,352 hedge funds and large institutions have $34.6B invested in American Electric Power in 2024 Q1 according to their latest regulatory filings, with 134 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: 134 | Existing positions closed: 118

4% more capital invested

Capital invested by funds: $33.1B → $34.6B (+$1.47B)

0% more funds holding

Funds holding: 1,3491,352 (+3)

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
1,352
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
19.48%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
134
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$288M +$61.5M +756,524 +29%
Charles Schwab
27
Charles Schwab
California
$264M +$6.58M +80,987 +3%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$261M -$7.41M -91,108 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$256M +$55.4M +680,943 +30%
Amundi
30
Amundi
France
$232M -$7.6M -93,546 -3%
Boston Partners
31
Boston Partners
Massachusetts
$213M -$21.4M -263,584 -10%
Goldman Sachs
32
Goldman Sachs
New York
$199M -$83.5M -1,026,600 -31%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$194M +$157M +1,927,234 +542%
Barclays
34
Barclays
United Kingdom
$172M -$76.7M -944,016 -32%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$171M +$129M +1,581,734 +382%
UBS AM
36
UBS AM
Illinois
$165M -$114K -1,403 -0.1%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$157M -$80.6K -992 -0.1%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$157M +$96.1M +1,182,451 +222%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$150M +$29.5M +363,348 +26%
AP
40
Antipodes Partners
Australia
$137M -$32.9M -404,575 -20%
Swiss National Bank
41
Swiss National Bank
Switzerland
$136M -$2.94M -36,200 -2%
Capital Research Global Investors
42
Capital Research Global Investors
California
$124M +$50.9K +626 +0%
EIP
43
Energy Income Partners
Connecticut
$123M -$25.1M -308,815 -18%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$120M +$1.79M +22,048 +2%
National Pension Service
45
National Pension Service
South Korea
$116M +$3.07M +37,823 +3%
Macquarie Group
46
Macquarie Group
Australia
$115M +$77.7M +955,251 +72%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$114M +$16.5M +203,363 +18%
First Trust Advisors
48
First Trust Advisors
Illinois
$109M -$10.4M -127,547 -9%
MBA
49
Maple-Brown Abbott
Australia
$107M -$36.6M -450,310 -27%
HighTower Advisors
50
HighTower Advisors
Illinois
$106M +$27.8M +341,675 +39%

AEP Hedge Fund Activity: Q1 2024 in Review

1,352 of the 6,942 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: 134 funds opened new AEP positions and 118 closed out — a net gain of 16 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.

  • 1,352 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.
  • 134 funds opened new American Electric Power positions in Q1 2024 and 118 closed out, a net change of +16 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.