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
MSFS
1076
Main Street Financial Solutions
Pennsylvania
$209K +$197K +2,429 New
MHR
1077
Matthew Hamilton Rosenberg
$209K -$8.37K -103 -4%
CIC
1078
Cutler Investment Counsel
Oregon
$208K +$196K +2,417 New
KIG
1079
Kowal Investment Group
Wisconsin
$207K +$196K +2,409 New
First Manhattan
1080
First Manhattan
New York
$207K -$44.8K -551 -19%
MA
1081
MJP Associates
Connecticut
$207K +$195K +2,403 New
CBT
1082
Central Bank & Trust
Kentucky
$207K
SFG
1083
SevenBridge Financial Group
Pennsylvania
$206K +$189K +2,323 New
NSAM
1084
North Star Asset Management
Wisconsin
$206K +$194K +2,389 New
AWA
1085
Aaron Wealth Advisors
Illinois
$206K +$194K +2,389 New
FG
1086
Fiduciary Group
Georgia
$206K +$194K +2,389 New
JAG
1087
Journey Advisory Group
Kentucky
$205K +$193K +2,379 New
LFA
1088
LGT Financial Advisors
Texas
$205K +$650 +8 +0.3%
CUAMC
1089
China Universal Asset Management Company
China
$204K +$107K +1,321 +126%
ERIM
1090
Eagle Ridge Investment Management
Connecticut
$204K +$192K +2,366 New
FFG
1091
Fortem Financial Group
California
$203K +$192K +2,358 New
ACS
1092
Archford Capital Strategies
Illinois
$202K +$191K +2,345 New
AAIS
1093
ABN AMRO Investment Solutions
$202K +$190K +2,342 New
SPIS
1094
Steward Partners Investment Solutions
Oregon
$201K +$190K +2,339 New
PCA
1095
Private Capital Advisors
Connecticut
$201K +$190K +2,335 New
IA
1096
Insight Advisors
Pennsylvania
$201K +$190K +2,333 New
EFL
1097
ERn Financial LLC
Wisconsin
$200K +$189K +2,324 New
GJIA
1098
Glass Jacobson Investment Advisors
Maryland
$200K
TWC
1099
TD Waterhouse Canada
Ontario, Canada
$196K +$178K +2,192 New
CSC
1100
Caldwell Sutter Capital
California
$193K +$20.5K +252 +13%

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.