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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
DI
851
DAGCO Inc
Ohio
$357K +$319K +3,923 +1,728%
IAS
852
Insigneo Advisory Services
Florida
$355K -$64.9K -798 -16%
BCM
853
Birmingham Capital Management
Alabama
$355K -$65K -800 -16%
DJYG
854
David J. Yvars Group
Florida
$354K
Los Angeles Capital Management
855
Los Angeles Capital Management
California
$353K
TPI
856
Trust Point Inc
Wisconsin
$353K -$630K -7,746 -65%
WI
857
WrapManager Inc
California
$350K -$59.5K -732 -15%
WA
858
Waverly Advisors
Alabama
$349K +$329K +4,053 New
GC
859
Gilbert & Cook
Iowa
$348K +$329K +4,044 New
NP
860
NorthRock Partners
Minnesota
$348K -$96.8K -1,191 -23%
AAM
861
Aureus Asset Management
Massachusetts
$348K -$6.26K -77 -2%
PIM
862
Penobscot Investment Management
Massachusetts
$348K
UAS
863
United Asset Strategies
New York
$348K +$328K +4,038 New
MSA
864
Marathon Strategic Advisors
Pennsylvania
$346K +$2.76K +34 +0.9%
WDC
865
Woodward Diversified Capital
California
$344K +$325K +4,000 New
ECU
866
Eisler Capital (UK)
United Kingdom
$344K +$324K +3,990 New
IAIM
867
International Assets Investment Management
Florida
$343K +$64.5K +793 +24%
CAM
868
Cidel Asset Management
Ontario, Canada
$341K +$17.3K +213 +6%
EFS
869
Essex Financial Services
Connecticut
$341K +$77.7K +956 +32%
GWM
870
GDS Wealth Management
Texas
$340K -$27.3K -336 -8%
TSMHT
871
Thurston Springer Miller Herd & Titak
Indiana
$339K +$320K +3,941 New
CHC
872
City Holding Co
West Virginia
$339K -$21.9K -270 -6%
DT
873
Diversified Trust
Tennessee
$339K -$13.9K -171 -4%
CS
874
Cannell & Spears
New York
$336K -$36.6K -450 -10%
SFG
875
Sovereign Financial Group
Connecticut
$334K +$1.54K +19 +0.5%

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.