We are live on ! Find out more
AEP icon

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
BAMF
526
BI Asset Management Fondsmaeglerselskab
Denmark
$1.07M +$206K +2,533 +26%
FHA
527
Flagship Harbor Advisors
Massachusetts
$1.07M +$225K +2,762 +29%
PNC
528
Park National Corp
Ohio
$1.07M -$94.9K -1,167 -9%
MNBTD
529
Moody National Bank Trust Division
Texas
$1.05M +$32.6K +401 +3%
OIA
530
OneDigital Investment Advisors
Kansas
$1.05M +$46.2K +568 +5%
PWA
531
Provenance Wealth Advisors
Florida
$1.04M +$28K +345 +3%
SFG
532
Summit Financial Group
West Virginia
$1.04M -$129K -1,587 -12%
AFG
533
Albion Financial Group
Utah
$1.03M
HI
534
Harbour Investments
Wisconsin
$1.03M +$269K +3,313 +38%
FIM
535
Freedom Investment Management
Connecticut
$1.01M +$24.6K +302 +3%
MIM
536
Morningstar Investment Management
Illinois
$1.01M
LA
537
LVW Advisors
New York
$1M +$287K +3,535 +44%
FGA
538
Fortis Group Advisors
New Jersey
$1M +$926K +11,394 +4,558%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$990K -$13.4K -165 -1%
BP
540
Ballentine Partners
Massachusetts
$989K +$27.2K +334 +3%
Wolverine Trading
541
Wolverine Trading
Illinois
$986K +$186K +2,287 +25%
MA
542
Mutual Advisors
Nebraska
$982K +$103K +1,272 +13%
BCMO
543
Buckingham Capital Management (Ohio)
Ohio
$980K -$654K -8,040 -41%
WC
544
Wexford Capital
Florida
$960K -$392K -4,828 -30%
AIP
545
ARS Investment Partners
New York
$960K -$8.54K -105 -0.9%
SWM
546
SeaCrest Wealth Management
New York
$952K -$198K -2,439 -18%
GI
547
GS Investments
Minnesota
$951K
CA
548
Claro Advisors
Massachusetts
$949K +$13.3K +163 +2%
SWA
549
Stratos Wealth Advisors
Ohio
$949K -$104K -1,278 -10%
ETC
550
Exchange Traded Concepts
Oklahoma
$948K +$793K +9,759 +781%

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.