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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 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
CWM
1026
Chronos Wealth Management
Florida
$237K +$4.07K +50 +2%
ABC
1027
Associated Banc-Corp
Wisconsin
$235K
BMC
1028
Beaton Management Company
Massachusetts
$235K +$10.4K +128 +5%
WAM
1029
WNY Asset Management
New York
$232K +$219K +2,699 New
SIM
1030
Sentry Investment Management
Wisconsin
$232K
CF
1031
Centaurus Financial
California
$231K -$62K -763 -22%
SRL
1032
Scientech Research LLC
New Jersey
$231K -$48.9K -602 -18%
MS
1033
Maven Securities
Jersey
$231K +$218K +2,680 New
WB
1034
West Bancorporation
Iowa
$230K +$15.5K +191 +8%
GWA
1035
GGM Wealth Advisors
Maryland
$230K +$2.19K +27 +1%
FTWA
1036
Fifth Third Wealth Advisors
Ohio
$228K -$51.9K -638 -19%
BFM
1037
Boston Financial Management
Massachusetts
$226K -$48.8K -600 -19%
ESB
1038
Essex Savings Bank
Connecticut
$226K
BIM
1039
Bridges Investment Management
Nebraska
$226K
EGM
1040
Engineers Gate Manager
New York
$225K +$213K +2,616 New
BFG
1041
Bouchey Financial Group
New York
$225K
FM
1042
Foster & Motley
Ohio
$225K -$6.99K -86 -3%
SWM
1043
Shakespeare Wealth Management
Wisconsin
$225K
MWM
1044
Modern Wealth Management
Kansas
$225K +$212K +2,613 New
PJSIMP
1045
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K -$46.1K -567 -18%
DLA
1046
Douglas Lane & Associates
New York
$224K -$4.96K -61 -2%
SC
1047
Schulhoff & Co
Ohio
$223K
HBW
1048
Hazlett, Burt & Watson
West Virginia
$223K -$118K -1,454 -36%
RT
1049
Rockland Trust
Massachusetts
$222K -$11K -135 -5%
RFA
1050
Register Financial Advisors
Georgia
$220K -$894 -11 -0.4%

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.