We are live on ! Find out more
AEP icon

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 135 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: 135 | Existing positions closed: 118

4% more capital invested

Capital invested by funds: $33.1B → $34.6B (+$1.47B)

0% more funds holding

Funds holding: 1,3491,353 (+4)

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
+4
Holders Change %
+0.3%
% 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
135
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
CCP
1001
Carmel Capital Partners
California
$255K +$24.1K +297 +11%
MSAM
1002
Moloney Securities Asset Management
Missouri
$255K +$240K +2,958 New
BBNA
1003
Bremer Bank National Association
Minnesota
$255K -$325 -4 -0.1%
WFS
1004
Widmann Financial Services
Maryland
$254K
HNB
1005
Hilltop National Bank
Wyoming
$254K +$240K +2,952 New
NAS
1006
Nicolet Advisory Services
Wisconsin
$254K +$13K +160 +6%
CT
1007
Caldwell Trust
Florida
$252K -$52K -640 -18%
BCV
1008
Banque Cantonale Vaudoise
Switzerland
$251K -$14.3K -176 -6%
FNFDCM
1009
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K -$3.25K -40 -1%
PWPS
1010
Pinnacle Wealth Planning Services
Ohio
$249K +$235K +2,889 New
MC
1011
McCarthy & Cox
Ohio
$248K +$234K +2,875 New
JSC
1012
Jackson Square Capital
California
$247K +$233K +2,872 New
DAS
1013
Diversify Advisory Services
Utah
$246K +$237K +2,914 New
GWSG
1014
GPS Wealth Strategies Group
Colorado
$246K -$27.2K -335 -10%
WP
1015
WealthPLAN Partners
Nebraska
$245K -$29.6K -364 -11%
VCG
1016
Vantage Consulting Group
Virginia
$244K -$8.46K -104 -4%
BIM
1017
Bullseye Investment Management
Ohio
$243K
SWA
1018
SFMG Wealth Advisors
Texas
$242K +$163 +2 +0.1%
XF
1019
XML Financial
Maryland
$242K -$15.7K -193 -6%
HFM
1020
Hartford Financial Management
Connecticut
$241K -$976K -12,000 -81%
HIA
1021
Harbor Investment Advisory
Maryland
$241K -$102K -1,250 -31%
GM
1022
GeoWealth Management
Illinois
$240K -$9.76K -120 -4%
PFSC
1023
Peoples Financial Services Corp
Pennsylvania
$240K
APA
1024
Astoria Portfolio Advisors
New York
$237K +$239K +2,934 New
ACP
1025
Aveo Capital Partners
Colorado
$237K +$3.66K +45 +2%

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: 135 funds opened new AEP positions and 118 closed out — a net gain of 17 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 1,349 in Q4 2023.
  • Funds reported $34.6B of American Electric Power stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 135 funds opened new American Electric Power positions in Q1 2024 and 118 closed out, a net change of +17 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.