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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
LAS
576
Lloyd Advisory Services
Georgia
$839K +$541K +6,652 +215%
GI
577
GAMMA Investing
California
$837K +$170K +2,097 +27%
IF
578
Intrua Financial
Texas
$835K +$50.2K +617 +7%
Allianz Asset Management
579
Allianz Asset Management
Germany
$827K +$676K +8,316 +643%
SLI
580
Sumitomo Life Insurance
Japan
$827K -$27.6K -340 -3%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$827K -$45.4K -558 -5%
PTC
582
Private Trust Company
Ohio
$825K +$35.2K +433 +5%
PHS
583
Pekin Hardy Strauss
Illinois
$825K -$3.17K -39 -0.4%
FFA
584
Founders Financial Alliance
North Carolina
$823K +$79.7K +981 +11%
HI
585
Horizon Investments
North Carolina
$823K +$15.1K +186 +2%
VA
586
Vident Advisory
Georgia
$818K -$2.55M -31,409 -77%
OFG
587
Oxford Financial Group
Indiana
$815K +$8.7K +107 +1%
BFEC
588
Benjamin F. Edwards & Company
Missouri
$812K -$6.26K -77 -0.8%
MCP
589
Mirador Capital Partners
California
$809K +$71.3K +877 +10%
GFP
590
Gryphon Financial Partners
Ohio
$809K -$5.69K -70 -0.7%
PA
591
Procyon Advisors
Connecticut
$807K -$43.3K -533 -5%
MAS
592
Meeder Advisory Services
Ohio
$801K +$39.7K +488 +6%
AAG
593
Armstrong Advisory Group
Massachusetts
$792K
WFM
594
Wolff Financial Management
Michigan
$786K
HSA
595
HBK Sorce Advisory
Pennsylvania
$786K +$19.3K +237 +3%
NL
596
Navalign LLC
California
$780K +$41.7K +513 +6%
Citadel Advisors
597
Citadel Advisors
Florida
$775K +$731K +8,997 New
Jones Financial Companies
598
Jones Financial Companies
Missouri
$771K +$302K +3,720 +71%
CC
599
Constitution Capital
Connecticut
$766K -$122K -1,505 -14%
BB
600
Busey Bank
Illinois
$764K +$488 +6 +0.1%

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.