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American Electric Power

1,352 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: 1,3491,352 (+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
1,352
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
19.48%
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
RJA
51
Raymond James & Associates
Florida
$105M +$7.23M +88,985 +8%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$105M +$28.3M +348,701 +40%
IC
53
Icahn Carl
Florida
$104M
Chevy Chase Trust
54
Chevy Chase Trust
Maryland
$92.8M +$3.8M +46,702 +5%
CIC
55
Crawford Investment Counsel
Georgia
$91M +$1.07M +13,194 +1%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$90.9M +$6.89M +84,708 +9%
JIC
57
Johnson Investment Counsel
Ohio
$90.3M +$5.86M +72,134 +7%
APG Asset Management
58
APG Asset Management
Netherlands
$84.8M +$2.31M +28,410 +3%
ZP
59
Zimmer Partners
New York
$83.9M +$67.6M +831,235 +578%
EIP
60
Epoch Investment Partners
New York
$83.8M -$13.3M -163,226 -14%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$79.3M +$866K +10,652 +1%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$74.9M +$65.9M +811,228 +1,371%
Mawer Investment Management
63
Mawer Investment Management
Alberta, Canada
$74.3M +$10.1M +124,430 +17%
Stifel Financial
64
Stifel Financial
Missouri
$74.1M +$4.71M +57,963 +7%
LPL Financial
65
LPL Financial
California
$72.6M -$1.83M -22,451 -3%
HNB
66
Huntington National Bank
Ohio
$72.5M +$2.28M +28,096 +3%
Jennison Associates
67
Jennison Associates
New York
$67.7M +$63.9M +785,930 New
Korea Investment Corp
68
Korea Investment Corp
South Korea
$66M -$9.44M -116,153 -13%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.4M -$8.26M -101,645 -12%
Victory Capital Management
70
Victory Capital Management
Texas
$63.9M -$3.31M -40,671 -5%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$62.4M +$1.05M +12,894 +2%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$62.2M -$992K -12,198 -2%
M&T Bank
73
M&T Bank
New York
$62M +$1.43M +17,557 +3%
DPIM
74
Duff & Phelps Investment Management
Illinois
$61.3M -$28.3M -348,410 -33%
ZIM
75
Zacks Investment Management
Illinois
$60.8M +$31.8M +391,461 +124%

AEP Hedge Fund Activity: Q1 2024 in Review

1,352 of the 6,942 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.

  • 1,352 institutional investors held American Electric Power (AEP) as of Q1 2024, up from 1,349 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.