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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
MFG
626
Merit Financial Group
Georgia
$715K -$79.2K -974 -11%
ANBTV
627
American National Bank & Trust (Virginia)
Virginia
$715K +$675K +8,308 New
CAM
628
Columbia Asset Management
Michigan
$714K
JF
629
Jump Financial
Illinois
$713K +$673K +8,276 New
SG
630
StoneX Group
New York
$711K -$131K -1,606 -16%
EA
631
Everpar Advisors
Oklahoma
$708K -$200K -2,463 -23%
IRC
632
Investors Research Corp
Georgia
$706K -$34.5K -425 -5%
AA
633
Ancora Advisors
Ohio
$702K -$84.6K -1,041 -11%
DAS
634
Dynamic Advisor Solutions
Arizona
$701K +$214K +2,632 +48%
MA
635
MKT Advisors
California
$699K -$6.26K -77 -0.9%
CCM
636
Chiron Capital Management
Florida
$698K -$235K -2,895 -26%
PWW
637
Pettyjohn Wood & White
Virginia
$696K +$18.7K +230 +3%
RL
638
Rogco LP
Oklahoma
$686K -$8.37K -103 -1%
TL
639
Tradewinds LLC
North Carolina
$684K +$645K +7,939 New
CAG
640
Crestwood Advisors Group
Massachusetts
$680K +$26.6K +327 +4%
Aviva
641
Aviva
United Kingdom
$680K
ACA
642
Aptus Capital Advisors
Alabama
$679K +$185K +2,274 +41%
CCM
643
Coldstream Capital Management
Washington
$678K +$61.6K +758 +11%
ITC
644
Inspire Trust Company
Nevada
$676K +$419K +5,155 +191%
CAI
645
Capital Advisors Inc
Oklahoma
$673K +$111K +1,368 +21%
CW
646
CreativeOne Wealth
Kansas
$668K +$112K +1,375 +22%
TBA
647
Tower Bridge Advisors
Pennsylvania
$663K -$6.91K -85 -1%
VIM
648
Vinva Investment Management
Australia
$660K +$237K +2,920 +61%
TCM
649
Twin Capital Management
Pennsylvania
$659K +$6.42K +79 +1%
PP
650
PDS Planning
Ohio
$658K +$15.3K +188 +3%

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.