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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
CCWM
776
Cassaday & Co Wealth Management
Virginia
$426K +$83.7K +1,029 +26%
BOS
777
Bank of Stockton
California
$426K +$55.7K +685 +16%
AC
778
Avestar Capital
New York
$426K +$173K +2,134 +76%
LODC
779
Lanham O'Dell & Company
West Virginia
$423K -$250K -3,075 -39%
FLPIM
780
F.L. Putnam Investment Management
Massachusetts
$422K -$27.2K -335 -6%
FSA
781
Franklin Street Advisors
North Carolina
$421K -$114K -1,400 -22%
NB
782
Northwest Bancshares
Pennsylvania
$420K +$157K +1,930 +65%
LWL
783
Leo Wealth LLC
Texas
$420K +$6.99K +86 +2%
NG
784
Norden Group
Utah
$419K +$396K +4,867 New
CB
785
Centennial Bank
Arkansas
$418K -$30.6K -376 -7%
PWAM
786
Pinnacle West Asset Management
Wyoming
$418K +$2.03K +25 +0.5%
CAM
787
Centre Asset Management
New York
$417K -$13.7K -169 -3%
GRP
788
Global Retirement Partners
California
$417K -$353K -4,337 -47%
RGI
789
River Global Investors
United Kingdom
$416K -$3.74K -46 -0.9%
CCA
790
Cobblestone Capital Advisors
New York
$416K
BIA
791
Barry Investment Advisors
Massachusetts
$416K -$6.67K -82 -2%
GCM
792
Gables Capital Management
Florida
$415K
PGF
793
Plan Group Financial
Oklahoma
$415K +$126K +1,544 +47%
WSTAM
794
Wilbanks Smith & Thomas Asset Management
Virginia
$414K +$16K +197 +4%
NPT
795
Nixon Peabody Trust
Massachusetts
$413K
WIM
796
WealthPlan Investment Management
Nebraska
$413K
MAM
797
Martingale Asset Management
Massachusetts
$412K -$577K -7,100 -60%
KCPG
798
Kavar Capital Partners Group
Kansas
$412K -$389K -4,784 -50%
HNWAG
799
High Net Worth Advisory Group
Florida
$411K -$80.6K -991 -17%
FOFP
800
Fee-Only Financial Planning
South Carolina
$411K

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.