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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 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: 1,3501,353 (+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
1,353
Holders Change
+3
Holders Change %
+0.22%
% 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
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
AAM
476
Advisors Asset Management
Colorado
$1.35M +$83.2K +1,024 +7%
RWP
477
RWA Wealth Partners
Massachusetts
$1.34M -$40.6K -500 -3%
JWM
478
JGP Wealth Management
Oregon
$1.34M -$114K -1,399 -8%
HFM
479
Harvest Fund Management
China
$1.33M +$884K +10,873 +235%
GJWM
480
Gilliland Jeter Wealth Management
Arkansas
$1.32M
BCA
481
Bay Colony Advisors
Massachusetts
$1.31M +$138K +1,695 +13%
HIC
482
Hartline Investment Corp
Illinois
$1.31M +$1.24M +15,230 New
UBV
483
United Bank (Virginia)
Virginia
$1.31M -$243K -2,990 -16%
SPG
484
Strategic Planning Group
Utah
$1.3M +$195K +2,403 +19%
TPA
485
Trivium Point Advisory
Connecticut
$1.3M -$186K -2,293 -13%
GAA
486
Global Assets Advisory
Florida
$1.28M +$8.83M +108,660 New
AIC
487
Archer Investment Corporation
Indiana
$1.28M -$32.5K -400 -3%
NSEDCP
488
NJ State Employees Deferred Compensation Plan
New Jersey
$1.27M
AF
489
Allworth Financial
California
$1.27M +$263K +3,239 +28%
RWM
490
Rezny Wealth Management
Florida
$1.26M +$77K +947 +7%
CTC
491
Central Trust Company
Missouri
$1.25M -$2.03K -25 -0.2%
MCM
492
Mainstay Capital Management
Michigan
$1.25M -$25.8K -317 -2%
BOPW
493
Brandywine Oak Private Wealth
Pennsylvania
$1.25M -$7.24K -89 -0.6%
SHFA
494
SS&H Financial Advisors
Michigan
$1.24M
AWM
495
Avitas Wealth Management
California
$1.24M +$15.4K +189 +1%
SC
496
Searle & Co
Connecticut
$1.23M -$17K -209 -1%
IC
497
IEQ Capital
California
$1.23M +$210K +2,578 +22%
Koshinski Asset Management
498
Koshinski Asset Management
Illinois
$1.22M +$167K +2,056 +17%
BOSSRA
499
B.O.S.S. Retirement Advisors
Utah
$1.21M -$147K -1,806 -11%
BSW
500
Buckingham Strategic Wealth
Missouri
$1.21M +$318K +3,912 +39%

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: 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.

  • 1,353 institutional investors held American Electric Power (AEP) as of Q1 2024, up from 1,350 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.