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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
NRS
701
Neville Rodie & Shaw
New York
$537K
ADBIC
702
A.D. Beadell Investment Counsel
Wisconsin
$536K +$507K +6,235 New
GVAG
703
Great Valley Advisor Group
Delaware
$534K -$13.3K -164 -3%
PPW
704
Parcion Private Wealth
Washington
$526K -$3.9K -48 -0.8%
ARG
705
Advisory Resource Group
Oklahoma
$519K +$81 +1 +0%
SPI
706
Sutton Place Investors
New York
$518K +$6.91K +85 +1%
SAM
707
Silvercrest Asset Management
New York
$515K -$7.09M -87,180 -94%
SIG
708
Stonegate Investment Group
Alabama
$513K +$49.8K +613 +11%
SMG
709
Smart Money Group
Texas
$511K +$6.5K +80 +1%
QCG
710
Quadrant Capital Group
Ohio
$502K +$33.1K +407 +8%
BO
711
Bank OZK
Arkansas
$501K
PCA
712
Prosperity Capital Advisors
Ohio
$500K +$473K +5,813 New
PPWP
713
Premier Path Wealth Partners
New Jersey
$500K -$41.3K -508 -8%
LCM
714
Liberty Capital Management
Michigan
$499K
SSB
715
Sandy Spring Bank
Maryland
$499K -$9.84K -121 -2%
JWS
716
Juncture Wealth Strategies
Arizona
$496K -$10.7K -132 -2%
FLI
717
Family Legacy Inc
South Carolina
$494K -$174K -2,142 -27%
IHL
718
Investment House LLC
California
$494K
FIA
719
Foundations Investment Advisors
Arizona
$489K +$5.53K +68 +1%
SLG
720
Stanley-Laman Group
Pennsylvania
$487K +$176K +2,161 +62%
Luther King Capital Management (LKCM)
721
Luther King Capital Management (LKCM)
Texas
$486K -$6.83K -84 -1%
BOH
722
Bank of Hawaii
Hawaii
$486K -$13.9K -171 -3%
KFA
723
Krane Funds Advisors
New York
$485K -$41.9K -516 -8%
OFS
724
OneAscent Financial Services
Alabama
$483K -$16.8K -207 -4%
SYBT
725
Stock Yards Bank & Trust
Kentucky
$482K +$8.86K +109 +2%

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.