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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
NCM
676
Next Capital Management
New York
$578K +$203K +2,491 +59%
PIA
677
Powell Investment Advisors
Florida
$578K
CF
678
Clarity Financial
Texas
$576K -$2.85K -35 -0.5%
PWG
679
Portside Wealth Group
Utah
$575K +$15.5K +191 +3%
CCA
680
Checchi Capital Advisers
California
$573K +$23.1K +284 +4%
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$573K +$75.6K +930 +16%
AFT
682
Alpha Family Trust
California
$573K +$541K +6,650 New
TCOT
683
Trust Company of Toledo
Ohio
$568K -$110K -1,357 -17%
TAM
684
Titleist Asset Management
Texas
$562K -$215K -2,642 -29%
TTWM
685
TCV Trust & Wealth Management
Virginia
$559K -$813 -10 -0.2%
RCAG
686
Rehmann Capital Advisory Group
Michigan
$558K +$35.7K +439 +7%
MWM
687
Modera Wealth Management
New Jersey
$554K -$1.3K -16 -0.2%
WWM
688
Western Wealth Management
Colorado
$549K -$726K -8,931 -58%
AWAG
689
ARS Wealth Advisors Group
Florida
$549K +$79.8K +982 +18%
KIA
690
KCM Investment Advisors
California
$548K +$3.01K +37 +0.6%
PCA
691
Peddock Capital Advisors
Massachusetts
$548K +$4.88K +60 +1%
DCM
692
Donaldson Capital Management
Indiana
$547K -$77.1K -948 -13%
MMM
693
Mendel Money Management
Illinois
$547K +$37.8K +465 +8%
PPC
694
Park Place Capital
Alabama
$547K -$73.3K -902 -12%
CC
695
Chicago Capital
Illinois
$546K
HFM
696
Hartford Funds Management
Pennsylvania
$543K +$24.5K +301 +5%
ICG
697
InterOcean Capital Group
Tennessee
$543K +$42.6K +524 +9%
NFG
698
Nations Financial Group
Iowa
$542K -$25.4K -313 -5%
NWM
699
Northcape Wealth Management
New York
$539K -$3.74K -46 -0.7%
GWA
700
Gibson Wealth Advisors
Texas
$538K +$508K +6,248 New

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.