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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
HBT
1126
Hills Bank & Trust
Iowa
$151K +$142K +1,748 New
BPWM
1127
Badgley Phelps Wealth Managers
Washington
$150K +$142K +1,744 New
BWL
1128
Bogart Wealth LLC
Virginia
$142K +$9.67K +119 +8%
WT
1129
Washington Trust
Rhode Island
$142K +$4.47K +55 +3%
NF
1130
Norwood Financial
Pennsylvania
$138K +$33.6K +413 +35%
SAM
1131
Smartleaf Asset Management
Massachusetts
$135K +$113K +1,388 +664%
GBT
1132
Grove Bank & Trust
Florida
$131K -$589K -7,246 -83%
PAM
1133
Palisade Asset Management
Minnesota
$129K +$122K +1,495 New
MRCM
1134
M&R Capital Management
New Jersey
$128K
KFI
1135
Key Financial Inc
Pennsylvania
$127K
SAM
1136
S.A. Mason
Michigan
$126K
NRG
1137
Nemes Rush Group
Michigan
$121K
WSCM
1138
Wellington Shields Capital Management
New York
$119K +$112K +1,380 New
TFGT
1139
TS Financial Group (TSFG)
Illinois
$118K +$325 +4 +0.3%
BCM
1140
Blume Capital Management
California
$116K
WIM
1141
Westside Investment Management
California
$115K
NIC
1142
Northwest Investment Counselors
Oregon
$114K +$108K +1,327 New
JWA
1143
JFS Wealth Advisors
Pennsylvania
$114K +$2.36K +29 +2%
HB
1144
Horizon Bancorp
Indiana
$109K
AAP
1145
Arax Advisory Partners
Colorado
$109K +$35.7K +439 +53%
AWM
1146
AllSquare Wealth Management
New York
$108K
HWA
1147
Heritage Wealth Advisors
Virginia
$108K +$21.1K +260 +26%
BLC
1148
Brown, Lisle/Cummings
Rhode Island
$107K
PGAM
1149
Princeton Global Asset Management
New Jersey
$106K -$30.1K -370 -23%
APW
1150
Acima Private Wealth
Virginia
$105K

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.