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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
LSAG
901
Lake Street Advisors Group
New Hampshire
$313K +$11.5K +142 +4%
RCA
902
Ranch Capital Advisors
Florida
$313K -$3.98K -49 -1%
FIM
903
Fruth Investment Management
Texas
$313K
IAN
904
Integrated Advisors Network
Texas
$312K -$76.5K -941 -21%
AIA
905
Angeles Investment Advisors
California
$311K +$82.9K +1,020 +39%
KWA
906
Kingswood Wealth Advisors
California
$311K -$19.4K -239 -6%
LF
907
Lantz Financial
Illinois
$311K +$8.62K +106 +3%
GMA
908
Glassy Mountain Advisors
Maryland
$310K
JIC
909
Joel Isaacson & Co
New York
$309K
SFC
910
Swisher Financial Concepts
Ohio
$309K +$244 +3 +0.1%
MCM
911
McDonough Capital Management
Florida
$308K -$1.63K -20 -0.6%
EGA
912
E&G Advisors
Texas
$307K -$325 -4 -0.1%
EWA
913
EverSource Wealth Advisors
Alabama
$307K +$19.4K +239 +7%
BFC
914
Bedel Financial Consulting
Indiana
$307K
MIC
915
Maxi Investments CY
Cyprus
$307K +$290K +3,570 New
KI
916
Kapitalo Investimentos
Brazil
$306K +$289K +3,556 New
TNB
917
Thomasville National Bank
Georgia
$306K -$1.06K -13 -0.4%
Fayez Sarofim & Co
918
Fayez Sarofim & Co
Texas
$306K
PL
919
Perpetual Ltd
Australia
$305K
FFP
920
FourThought Financial Partners
Florida
$304K +$813 +10 +0.3%
AF
921
Advisornet Financial
Minnesota
$302K +$42.1K +518 +17%
ACG
922
Allen Capital Group
Nebraska
$302K +$285K +3,510 New
VWMG
923
Virginia Wealth Management Group
Virginia
$302K
IFA
924
Interactive Financial Advisors
Illinois
$301K -$175K -2,153 -38%
MC
925
Mathes Company
New York
$301K

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.