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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
VEA
1101
Virtus ETF Advisers
New York
$191K -$25.4K -312 -12%
BL
1102
BFSG LLC
California
$191K +$8.7K +107 +5%
CT
1103
Cambridge Trust
Massachusetts
$191K +$11.3K +139 +7%
RA
1104
Ransom Advisory
Rhode Island
$189K +$179K +2,201 New
CFD
1105
Creative Financial Designs
Indiana
$189K +$84.1K +1,034 +89%
JGIA
1106
Jackson Grant Investment Advisers
Connecticut
$188K +$650 +8 +0.4%
IWA
1107
Icon Wealth Advisors
Texas
$187K -$12K -148 -6%
PB
1108
Pinnacle Bancorp
Nebraska
$186K
SOS
1109
Silver Oak Securities
Tennessee
$182K -$34.9K -429 -17%
CWM
1110
Cranbrook Wealth Management
Michigan
$182K
QC
1111
Quent Capital
New York
$181K +$4.8K +59 +3%
AWM
1112
Avior Wealth Management
Nebraska
$178K +$146K +1,802 +693%
LWCFA
1113
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$175K
CFO
1114
CVA Family Office
Colorado
$173K -$16.2K -199 -9%
IBOK
1115
Independence Bank of Kentucky
Kentucky
$172K
ME
1116
McIlrath & Eck
Washington
$170K +$7.56K +93 +5%
FCA
1117
FinTrust Capital Advisors
South Carolina
$170K +$15K +184 +10%
GI
1118
Gradient Investments
Minnesota
$170K -$267K -3,284 -62%
CSWM
1119
Cassady Schiller Wealth Management
Ohio
$167K +$1.95K +24 +1%
PCFFS
1120
Pacific Center for Financial Services
California
$157K
LFG
1121
Larson Financial Group
Missouri
$155K -$24.4K -300 -14%
SWS
1122
SYSTM Wealth Solutions
Illinois
$154K -$3.82K -47 -3%
MCM
1123
Manchester Capital Management
Vermont
$154K +$14K +172 +11%
TH
1124
TCTC Holdings
Texas
$152K
ANBT
1125
American National Bank & Trust
Texas
$151K +$140K +1,725 +6,900%

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.