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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
CIC
751
Carnegie Investment Counsel
Ohio
$458K +$31.7K +390 +8%
BHPW
752
Beverly Hills Private Wealth
California
$458K +$38K +467 +10%
JIP
753
Jaffetilchin Investment Partners
Florida
$458K -$1.14K -14 -0.3%
ITIM
754
Indiana Trust & Investment Management
Indiana
$457K
LA
755
LexAurum Advisors
Kansas
$456K +$71.1K +874 +20%
IIC
756
Ironwood Investment Counsel
Arizona
$452K
IPAM
757
ICICI Prudential Asset Management
India
$451K +$10.9K +134 +3%
MWM
758
Mission Wealth Management
California
$451K +$58.7K +722 +16%
DP
759
Dearborn Partners
Illinois
$447K -$36.4K -448 -8%
EFM
760
E Fund Management
China
$446K -$3.66K -45 -0.9%
SIA
761
Strategic Investment Advisors
Michigan
$444K +$92.6K +1,139 +28%
AIM
762
Anchor Investment Management
South Carolina
$444K -$39.6K -487 -9%
PA
763
PFG Advisors
Arizona
$441K +$20.3K +250 +5%
FFN
764
Focus Financial Network
Minnesota
$441K -$423K -5,199 -49%
SIG
765
Sky Investment Group
Connecticut
$441K -$8.13K -100 -2%
MSWM
766
McGlone Suttner Wealth Management
Wisconsin
$437K +$201K +2,470 +95%
SFS
767
Summit Financial Strategies
Ohio
$434K
RWM
768
Rench Wealth Management
Texas
$434K -$3.17M -38,970 -89%
CIA
769
Cohen Investment Advisors
New Hampshire
$432K -$12.7K -156 -3%
AFG
770
Atomi Financial Group
New York
$431K +$101K +1,238 +33%
HIP
771
HUB Investment Partners
Texas
$430K +$3.33K +41 +0.8%
HCP
772
Hexagon Capital Partners
Arkansas
$429K +$813 +10 +0.2%
9WM
773
9258 Wealth Management
Ohio
$428K +$813 +10 +0.2%
EWM
774
Empirical Wealth Management
Washington
$427K -$813 -10 -0.2%
RIL
775
Rothschild Investment LLC
Illinois
$427K +$4.23K +52 +1%

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.