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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
SEP
951
Southland Equity Partners
Missouri
$284K +$10.8K +133 +4%
JFG
952
Jefferies Financial Group
New York
$284K +$268K +3,300 New
WG
953
Wealth Group
North Carolina
$284K +$268K +3,294 New
BONST
954
Bank of Nova Scotia Trust
Ontario, Canada
$284K +$7.4K +91 +3%
P
955
Pitcairn
Pennsylvania
$283K +$15.8K +194 +6%
PS
956
Planned Solutions
California
$283K +$115K +1,412 +75%
FA
957
FDx Advisors
Illinois
$283K -$248K -3,052 -48%
CPBTD
958
Central Pacific Bank - Trust Division
Hawaii
$283K +$272K +3,346 New
EM
959
Excalibur Management
Massachusetts
$282K +$10.6K +131 +4%
TWP
960
Tyche Wealth Partners
Texas
$280K -$159K -1,953 -38%
TPWA
961
TRUE Private Wealth Advisors
Oregon
$278K -$976 -12 -0.4%
GLA
962
Good Life Advisors
Pennsylvania
$278K +$9.59K +118 +4%
BAM
963
Bosun Asset Management
Illinois
$276K +$16.9K +208 +7%
BWM
964
BCGM Wealth Management
Indiana
$276K +$81 +1 +0%
LBC
965
Lowe Brockenbrough & Co
Virginia
$274K +$2.44K +30 +1%
JC
966
JB Capital
Connecticut
$274K +$32.6K +401 +14%
JSL
967
JT Stratford LLC
Georgia
$274K +$1.46K +18 +0.6%
HB
968
HTLF Bank
Colorado
$273K +$8.62K +106 +3%
RIA
969
Richwood Investment Advisors
Ohio
$273K -$11.4K -140 -4%
SWM
970
Spire Wealth Management
Virginia
$272K +$30.8K +379 +14%
LIM
971
Lathrop Investment Management
Arkansas
$272K
CIA
972
Cladis Investment Advisory
Montana
$272K
CG
973
Caprock Group
Idaho
$272K +$257K +3,157 New
AFP
974
Ausdal Financial Partners
Iowa
$272K -$4.55K -56 -2%
DAM
975
Delta Asset Management
Tennessee
$271K

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.