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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
CIA
976
Choate Investment Advisors
Massachusetts
$271K +$16K +197 +7%
LL
977
LWMG LLC
Minnesota
$270K -$22K -271 -8%
SPP
978
Single Point Partners
Massachusetts
$269K -$17.9K -220 -7%
AW
979
Apricus Wealth
South Carolina
$268K -$61K -750 -19%
SBIA
980
Sheaff Brock Investment Advisors
Indiana
$267K -$46.3K -570 -16%
AWM
981
Accel Wealth Management
Iowa
$267K +$34.8K +428 +16%
CPA
982
Court Place Advisors
Maryland
$266K -$14.2K -175 -5%
CWS
983
Confluence Wealth Services
Pennsylvania
$266K -$13.3K -163 -5%
RFS
984
Richardson Financial Services
Massachusetts
$266K +$9.35K +115 +4%
CSIC
985
Clifford Swan Investment Counsel
California
$265K
BIG
986
Brooklyn Investment Group
New York
$264K -$28.6K -352 -10%
S
987
Sunpointe
Missouri
$263K +$8.37K +103 +3%
BBA
988
BLB&B Advisors
Pennsylvania
$263K -$28.1K -346 -10%
CL
989
CSS LLC
Illinois
$263K
GWANC
990
Guardian Wealth Advisors (North Carolina)
North Carolina
$263K +$249K +3,059 New
O
991
Ossiam
France
$263K +$189K +2,323 +316%
PCG
992
Prosperity Consulting Group
Maryland
$263K +$248K +3,054 New
CT
993
Chicago Trust
Illinois
$260K +$7.24K +89 +3%
LWP
994
LMG Wealth Partners
Louisiana
$258K
NCM
995
Novare Capital Management
North Carolina
$258K +$243K +2,993 New
SF
996
Symphony Financial
Texas
$257K -$39.7K -488 -14%
TAM
997
Townsend Asset Management
North Carolina
$257K
BTI
998
Blue Trust Inc
Georgia
$256K -$63.7K -783 -21%
GL
999
Gerber LLC
Ohio
$256K
SFP
1000
Sandbox Financial Partners
Maryland
$256K +$38.2K +470 +19%

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.