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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
SC
801
Syon Capital
California
$410K -$330K -4,064 -46%
RPC
802
Rossmore Private Capital
Connecticut
$409K -$65K -800 -14%
IFWM
803
Institute for Wealth Management
Colorado
$405K +$13.4K +165 +4%
DB
804
Danske Bank
Denmark
$405K +$382K +4,702 New
CPIA
805
Cornell Pochily Investment Advisors
New York
$405K +$976 +12 +0.3%
CGL
806
Clarius Group LLC
Washington
$403K -$55.9K -688 -13%
FBB
807
Fulton Breakefield Broenniman
Maryland
$403K +$163 +2 +0%
APP
808
Avantax Planning Partners
Iowa
$401K -$68K -836 -15%
MPPLM
809
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$397K +$41.9K +515 +13%
PPP
810
Private Portfolio Partners
New Jersey
$397K +$81 +1 +0%
SFC
811
Strategic Financial Concepts
Texas
$396K +$3.17K +39 +0.9%
LSA
812
Leonteq Securities AG
Switzerland
$395K -$129K -1,589 -26%
CIAS
813
CFS Investment Advisory Services
New Jersey
$394K +$24.2K +298 +7%
AMIM
814
Aull & Monroe Investment Management
Alabama
$394K
AA
815
Advisory Alpha
Michigan
$392K +$23K +283 +7%
CWM
816
Cornerstone Wealth Management
Missouri
$391K -$16.7K -205 -4%
BP
817
BBR Partners
New York
$387K +$366K +4,500 New
CPSAC
818
Chas P. Smith & Associates (CPS)
Florida
$386K -$32.1K -395 -8%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$385K +$203K +2,495 +126%
MCWS
820
McKinley Carter Wealth Services
West Virginia
$385K -$5.53K -68 -1%
CIAS
821
Capital Investment Advisory Services
North Carolina
$384K -$25.3K -311 -7%
CA
822
Continuum Advisory
Idaho
$383K -$138K -1,702 -29%
HBT
823
Heartland Bank & Trust
Illinois
$382K +$361K +4,439 New
WPC
824
Wedmont Private Capital
Pennsylvania
$382K -$6.5K -80 -2%
HAG
825
HF Advisory Group
Maryland
$381K +$24.6K +302 +7%

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.