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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
GWP
876
Gen-Wealth Partners
Michigan
$334K +$315K +3,875 New
NIM
877
Northeast Investment Management
Massachusetts
$333K
AIS
878
AM Investment Strategies
Tennessee
$333K +$109K +1,339 +53%
EHC
879
Everett Harris & Co
California
$332K -$55.3K -680 -15%
CWA
880
Centennial Wealth Advisory
Michigan
$332K -$3.9K -48 -1%
CI
881
Conning Inc
Connecticut
$330K
LFG
882
Lockerman Financial Group
California
$329K -$1.38K -17 -0.4%
GWM
883
Gray Wealth Management
Maine
$329K +$15.8K +194 +5%
SGI
884
Summit Global Investments
Utah
$329K -$4.23K -52 -1%
VCM
885
Virtue Capital Management
Tennessee
$328K +$322K +3,960 New
FMC
886
First Merchants Corp
Indiana
$327K +$309K +3,801 New
MW
887
Marcum Wealth
Ohio
$327K +$42.9K +528 +16%
BFA
888
Brendel Financial Advisors
New Hampshire
$326K
CI Investments Inc
889
CI Investments Inc
Ontario, Canada
$326K +$87.5K +1,076 +40%
DWT
890
Dorsey & Whitney Trust
South Dakota
$326K +$31.5K +388 +11%
JGUA
891
John G. Ullman & Associates
New York
$323K
THWM
892
Taylor Hoffman Wealth Management
Virginia
$323K
SS
893
Sunbelt Securities
Texas
$322K +$36.7K +451 +14%
OAM
894
Ostrum Asset Management
France
$320K
TC
895
Truvestments Capital
Florida
$320K -$4.96K -61 -2%
PIA
896
Pinion Investment Advisors
Kansas
$318K -$99K -1,218 -25%
BPFA
897
Barnes Pettey Financial Advisors
Mississippi
$318K
ASC
898
Atalanta Sosnoff Capital
New York
$317K -$3.25K -40 -1%
CI
899
CX Institutional
Indiana
$317K +$57.9K +712 +24%
HFW
900
Horizon Family Wealth
Illinois
$316K +$298K +3,665 New

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.