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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
WA
726
WBH Advisory
Maryland
$481K -$21.1K -260 -4%
SIA
727
Schechter Investment Advisors
Michigan
$478K +$23K +283 +5%
SDAM
728
Shulman DeMeo Asset Management
New York
$478K +$976 +12 +0.2%
MWM
729
Mattern Wealth Management
Kansas
$477K -$1.06K -13 -0.2%
MIC
730
Meridian Investment Counsel
California
$477K +$450K +5,540 New
MG
731
Mather Group
Illinois
$476K +$81 +1 +0%
AO
732
Advisor OS
Illinois
$476K +$207K +2,547 +86%
Bessemer Group
733
Bessemer Group
New Jersey
$475K -$19.6K -241 -4%
AP
734
Atwood & Palmer
Missouri
$474K
CK
735
Cohen Klingenstein
New York
$474K
CI
736
Cigna Investments
Connecticut
$472K +$8.54K +105 +2%
CA
737
CoreCap Advisors
Michigan
$472K +$9.76K +120 +2%
FFA
738
Farther Finance Advisors
California
$469K +$168K +2,070 +59%
GT
739
Glenview Trust
Kentucky
$469K +$166K +2,038 +60%
BBHC
740
Brown Brothers Harriman & Co
New York
$469K +$20.3K +250 +5%
BWM
741
BKM Wealth Management
Wisconsin
$468K +$115K +1,410 +35%
AWM
742
Aberdeen Wealth Management
Illinois
$468K
C
743
CEDRUS
Colorado
$466K -$74.1K -911 -14%
CSB
744
City State Bank
Iowa
$465K +$136K +1,672 +45%
GAM
745
Gotham Asset Management
New York
$464K +$438K +5,394 New
MWM
746
Meridian Wealth Management
Kentucky
$464K -$76.5K -941 -15%
RAM
747
Roanoke Asset Management
New Jersey
$464K +$56.5K +695 +15%
HR
748
Howe & Rusling
New York
$464K -$81 -1 -0%
SFI
749
Siemens Fonds Invest
Germany
$463K -$187K -2,297 -30%
BL
750
Balentine LLC
Georgia
$459K +$15.3K +188 +4%

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.