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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
CL
651
Choreo LLC
Illinois
$654K +$105K +1,292 +21%
ECM
652
Evergreen Capital Management
Washington
$651K +$55K +676 +10%
EFMC
653
Empire Financial Management Company
New York
$644K
IWM
654
IHT Wealth Management
Illinois
$642K +$50.1K +616 +9%
PA
655
Parallel Advisors
California
$632K +$89.7K +1,103 +18%
FC
656
Forte Capital
New York
$631K +$205K +2,520 +52%
RGF
657
Retirement Guys Formula
Ohio
$629K +$594K +7,307 New
AWM
658
Accurate Wealth Management
Florida
$627K +$129K +1,592 +27%
NC
659
NovaPoint Capital
Georgia
$624K -$133K -1,641 -18%
HH
660
Hilltop Holdings
Texas
$622K -$27.8K -342 -5%
HPC
661
HM Payson & Co
Maine
$620K -$175K -2,156 -23%
BCP
662
Blue Chip Partners
Michigan
$617K -$1.3K -16 -0.2%
BFS
663
Bard Financial Services
Connecticut
$616K
ACP
664
Aviance Capital Partners
Florida
$614K +$350K +4,300 +152%
TWM
665
Trueblood Wealth Management
Ohio
$613K -$7.8K -96 -1%
FAIM
666
Financial Advocates Investment Management
Washington
$608K +$32.7K +402 +6%
WC
667
Whitney & Co
New York
$607K -$122K -1,500 -18%
SC
668
SouthState Corp
Florida
$599K
TT
669
TI-Trust
Illinois
$589K
Fisher Asset Management
670
Fisher Asset Management
Washington
$583K -$33.7K -414 -6%
SAM
671
Seelaus Asset Management
New Jersey
$583K +$10.2K +125 +2%
GLLW
672
Graves Light Lenhart Wealth
Virginia
$583K
GPA
673
Garrison Point Advisors
California
$579K -$9.35K -115 -2%
WG
674
Welch Group
Alabama
$579K -$6.1K -75 -1%
KCIC
675
Kuhn & Co Investment Counsel
Illinois
$578K

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.