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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
AWAU
1051
Alliance Wealth Advisors (Utah)
Utah
$220K +$208K +2,555 New
IFS
1052
Ifrah Financial Services
Arkansas
$220K +$2.36K +29 +1%
WKWM
1053
Walter & Keenan Wealth Management
Indiana
$220K -$16.3K -200 -7%
GAB
1054
German American Bancorp
Indiana
$219K
TIA
1055
Tiemann Investment Advisors
California
$219K
DWA
1056
Delap Wealth Advisory
Oregon
$218K +$205K +2,527 New
LC
1057
Lindbrook Capital
California
$217K -$58.9K -724 -22%
FM
1058
Family Management
New York
$217K -$9.02K -111 -4%
ISL
1059
Ingalls & Snyder LLC
New York
$217K -$65K -800 -24%
FA
1060
FSA Advisors
Michigan
$216K +$1.38K +17 +0.7%
LA
1061
Latitude Advisors
Florida
$216K
MA
1062
MONECO Advisors
Connecticut
$216K +$894 +11 +0.4%
PR
1063
Payden & Rygel
California
$215K
PRIG
1064
Payden & Rygel Investment Group
California
$215K +$203K +2,500 New
SFS
1065
Stiles Financial Services
Minnesota
$215K +$1.06K +13 +0.5%
AIM
1066
Avity Investment Management
Connecticut
$213K +$201K +2,474 New
UB
1067
Umpqua Bank
Oregon
$213K +$201K +2,473 New
TWA
1068
TCI Wealth Advisors
Arizona
$213K +$201K +2,471 New
LMKC
1069
L.M. Kohn & Company
Ohio
$213K +$201K +2,470 New
TCOV
1070
Trust Company of Vermont
Vermont
$212K +$46.9K +577 +31%
MIS
1071
Morningstar Investment Services
Illinois
$211K -$154K -1,898 -43%
MFC
1072
Mechanics Financial Corp
Ohio
$211K +$4.07K +50 +2%
RA
1073
RFG Advisory
Alabama
$211K +$199K +2,450 New
WQ
1074
Wealth Quarterback
New Jersey
$210K -$20.1K -247 -9%
BCM
1075
Becker Capital Management
Oregon
$210K -$12.2K -150 -6%

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.