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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
SOAMC
551
Spirit of America Management Corp
New York
$947K +$28.5K +350 +3%
Lido Advisors
552
Lido Advisors
California
$943K -$58.5K -719 -6%
SAG
553
SageView Advisory Group
California
$943K -$199K -2,445 -18%
MSA
554
Marino Stram & Associates
Massachusetts
$942K +$27K +332 +3%
SF
555
Summit Financial
New Jersey
$936K +$20.9K +257 +2%
FDS
556
First Dallas Securities
Texas
$927K +$613K +7,541 +234%
CAG
557
Csenge Advisory Group
Florida
$926K -$25.1K -309 -3%
SCM
558
Schnieders Capital Management
California
$926K +$197K +2,425 +29%
HW
559
Hancock Whitney
Mississippi
$922K -$4.8K -59 -0.5%
BCWM
560
Bartlett & Co Wealth Management
Ohio
$920K -$415K -5,110 -32%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$914K +$533K +6,559 +162%
CB
562
Cadence Bank
Mississippi
$914K -$34.7K -427 -4%
Focus Partners Wealth
563
Focus Partners Wealth
Massachusetts
$900K +$335K +4,118 +65%
GI
564
GAMCO Investors
Connecticut
$895K
BJL
565
Brighton Jones LLC
Washington
$893K +$41.7K +513 +5%
RCM
566
Radnor Capital Management
Pennsylvania
$884K -$8.13K -100 -1%
LCM
567
Landscape Capital Management
New Jersey
$874K +$826K +10,155 New
TYCC
568
Texas Yale Capital Corp
Florida
$872K -$101K -1,246 -11%
CAC
569
Certified Advisory Corp
Florida
$867K -$3.58K -44 -0.4%
AAM
570
AR Asset Management
California
$861K
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$861K
GWM
572
Geneos Wealth Management
Colorado
$859K +$4.47K +55 +0.6%
AIA
573
Affinity Investment Advisors
California
$858K
GFA
574
Gallagher Fiduciary Advisors
Illinois
$852K +$2.28K +28 +0.3%
CIA
575
Concurrent Investment Advisors
Florida
$844K -$209K -2,565 -21%

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.