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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
APG
926
Abacus Planning Group
South Carolina
$300K
NW
927
NewEdge Wealth
Pennsylvania
$297K -$8.13K -100 -3%
PP
928
Paloma Partners
Connecticut
$296K -$160K -1,969 -36%
RB
929
Rodgers Brothers
Pennsylvania
$296K +$23.8K +293 +9%
PSFG
930
Prairie Sky Financial Group
Illinois
$296K
CWP
931
Concord Wealth Partners
Virginia
$295K +$153K +1,883 +122%
WHC
932
Wulff, Hansen & Co
California
$295K -$32.5K -400 -10%
GWMI
933
Guardian Wealth Management (Illinois)
Illinois
$295K -$59.8K -736 -18%
IP
934
Ignite Planners
California
$293K +$20.2K +249 +8%
PBK
935
Peoples Bank (Kansas)
Kansas
$292K
IPWA
936
International Private Wealth Advisors
California
$292K +$275K +3,386 New
AGWCA
937
Annis Gardner Whiting Capital Advisors
Florida
$291K +$233K +2,868 +559%
CAMG
938
CWA Asset Management Group
Florida
$291K +$274K +3,375 New
FNBSF
939
First National Bank Sioux Falls
South Dakota
$291K
WPW
940
Waldron Private Wealth
Pennsylvania
$290K -$2.93K -36 -1%
BWA
941
Burt Wealth Advisors
Maryland
$290K +$274K +3,371 New
STA
942
Summit Trail Advisors
New York
$290K +$27.9K +343 +11%
CW
943
Channel Wealth
California
$289K +$2.44K +30 +0.9%
SL
944
Salomon & Ludwin
Virginia
$289K -$15K -185 -5%
PWA
945
Prairie Wealth Advisors
Nebraska
$289K +$273K +3,356 New
SCTC
946
Sanibel Captiva Trust Company
Florida
$288K +$244 +3 +0.1%
HIC
947
Holderness Investments Company
North Carolina
$288K
GHAM
948
Gilman Hill Asset Management
Connecticut
$288K
WAL
949
W Advisors LLC
Tennessee
$285K +$269K +3,313 New
KA
950
Kovack Advisors
Florida
$285K -$8.29K -102 -3%

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.