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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
CDH
601
Charles D. Hyman
$764K +$21.1K +259 +3%
EWA
602
EP Wealth Advisors
California
$763K +$149K +1,833 +26%
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$760K +$382K +4,700 +114%
Qube Research & Technologies (QRT)
604
Qube Research & Technologies (QRT)
United Kingdom
$759K -$44.5M -547,729 -98%
SM
605
STF Management
Texas
$754K -$11.8K -145 -2%
S
606
SignatureFD
Georgia
$753K +$75K +922 +12%
SW
607
SVB Wealth
Massachusetts
$750K -$14.4K -177 -2%
GSC
608
Ground Swell Capital
South Carolina
$750K +$708K +8,706 New
PMA
609
Prudent Man Advisors
Illinois
$749K +$165K +2,031 +30%
IW
610
Imprint Wealth
South Carolina
$746K +$1.46K +18 +0.2%
GT
611
Greenleaf Trust
Michigan
$744K +$10.6K +130 +2%
1IA
612
1834 Investment Advisors
Wisconsin
$743K +$126K +1,552 +22%
GL
613
Graypoint LLC
New York
$740K -$88.3K -1,086 -11%
CA
614
Cornerstone Advisory
Maryland
$739K +$125K +1,533 +22%
ADL
615
Asset Dedication LLC
California
$739K -$621K -7,633 -47%
PCMF
616
Private Capital Management (Florida)
Florida
$736K
Capstone Investment Advisors
617
Capstone Investment Advisors
New York
$731K +$86.2K +1,060 +14%
IMCOOI
618
Investment Management Corp of Ontario (IMCO)
Canada
$727K -$293K -3,600 -30%
FCM
619
Fourpath Capital Management
Oklahoma
$727K -$16.3K -201 -2%
EA
620
Eudaimonia Advisors
Tennessee
$723K -$40.6K -500 -6%
LIM
621
Longfellow Investment Management
Massachusetts
$721K +$2.93K +36 +0.4%
GIA
622
Gladstone Institutional Advisory
Florida
$720K -$45.4K -558 -6%
KFGK
623
Keystone Financial Group (Kentucky)
Kentucky
$716K +$117K +1,436 +21%
SMC
624
Smith, Moore & Co
Missouri
$716K +$10K +123 +2%
B
625
Bailard
California
$716K -$9.92K -122 -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.