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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
IGWM
826
ICA Group Wealth Management
Colorado
$380K -$5.37K -66 -1%
HTIM
827
Harbour Trust & Investment Management
Indiana
$376K -$90.9K -1,118 -20%
IFG
828
Independent Financial Group
California
$376K -$62.4K -767 -15%
NP
829
Nilsine Partners
Colorado
$375K -$7.07K -87 -2%
DJSG
830
D.J. St. Germain
Massachusetts
$375K -$33.9K -417 -9%
SWM
831
Sterling Wealth Management
Illinois
$375K
ACM
832
Advisors Capital Management
New Jersey
$374K +$18K +222 +5%
KMWM
833
Keudell/Morrison Wealth Management
Oregon
$373K +$37.3K +459 +12%
EWM
834
Evercore Wealth Management
New York
$373K -$11.5K -141 -3%
ACM
835
AlphaStar Capital Management
North Carolina
$372K +$24.2K +298 +7%
WF
836
Welch & Forbes
Massachusetts
$372K -$2.52K -31 -0.7%
MMG
837
Monetary Management Group
Missouri
$372K
PS
838
Principal Securities
Iowa
$371K +$14.6K +179 +4%
TFG
839
Taylor Financial Group
Virginia
$371K
PCM
840
Parsons Capital Management
Rhode Island
$370K -$20.3K -250 -5%
CB
841
CNB Bank
Pennsylvania
$369K +$293K +3,608 +530%
PCS
842
Personal CFO Solutions
New Jersey
$369K -$86.5K -1,064 -20%
MP
843
McDonald Partners
Ohio
$364K -$4.07K -50 -1%
RIA
844
Realta Investment Advisors
Delaware
$363K +$4.63K +57 +1%
SP
845
Symmetry Partners
Connecticut
$361K
PP
846
Pacifica Partners
Canada
$361K +$27.6K +340 +8%
CA
847
Clearstead Advisors
Ohio
$359K -$54.8K -674 -15%
KPPF
848
Klein Pavlis & Peasley Financial
California
$359K -$4.07K -50 -1%
SSA
849
Sierra Summit Advisors
Nevada
$358K -$137K -1,688 -29%
AC
850
Apella Capital
Connecticut
$358K +$2.03K +25 +0.6%

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.