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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
MLA
501
My Legacy Advisors
Oregon
$1.2M +$1.22K +15 +0.1%
MOS
502
MGO One Seven
Ohio
$1.16M +$180K +2,219 +20%
FNBT
503
FineMark National Bank & Trust
Florida
$1.16M -$14.4K -177 -1%
ET
504
Equitable Trust
Tennessee
$1.15M +$1.09M +13,386 New
Teacher Retirement System of Texas
505
Teacher Retirement System of Texas
Texas
$1.15M -$836K -10,288 -43%
Verition Fund Management
506
Verition Fund Management
Connecticut
$1.15M -$366K -4,501 -25%
SCA
507
Snowden Capital Advisors
New York
$1.15M +$172K +2,111 +19%
CT
508
Colonial Trust
South Carolina
$1.15M +$155K +1,911 +17%
KWM
509
Kingsview Wealth Management
Oregon
$1.14M +$11.1K +136 +1%
NS
510
NBC Securities
Alabama
$1.14M -$40.1K -493 -4%
PWM
511
Perigon Wealth Management
California
$1.14M +$257K +3,167 +31%
WA
512
Wealth Alliance
New York
$1.14M +$69.4K +854 +7%
PA
513
Probity Advisors
Texas
$1.14M +$4.31K +53 +0.4%
AAS
514
Ameritas Advisory Services
Nebraska
$1.13M -$432K -5,316 -29%
TI
515
Tidal Investments
Wisconsin
$1.13M +$58.9K +724 +6%
EWM
516
Executive Wealth Management
Michigan
$1.12M +$234K +2,875 +28%
FTDI
517
First Trust Direct Indexing
Massachusetts
$1.12M +$14.5K +178 +1%
DPAM
518
Degroof Petercam Asset Management
Belgium
$1.12M -$40.6K -500 -4%
EH
519
Equitable Holdings
New York
$1.11M +$18.5K +227 +2%
WPC
520
Waters Parkerson & Co
Louisiana
$1.1M +$375K +4,615 +56%
LFAS
521
Level Four Advisory Services
Texas
$1.1M
SPC
522
Sigma Planning Corp
Michigan
$1.09M +$474K +5,827 +86%
FPAS
523
Focus Partners Advisor Solutions
Missouri
$1.07M +$399K +4,914 +65%
ASN
524
Advisory Services Network
Georgia
$1.07M +$307K +3,781 +44%
NAM
525
NTV Asset Management
West Virginia
$1.07M -$22.8K -280 -2%

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.