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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
SWA
1151
SOA Wealth Advisors
New York
$99.5K -$894 -11 -0.9%
HGERS
1152
Householder Group Estate & Retirement Specialist
Arizona
$97.2K +$2.85K +35 +3%
LFASL
1153
Lugano Financial Advisors SA (LFA)
Switzerland
$96.9K +$81K +996 +772%
TF
1154
Tompkins Financial
New York
$96.3K +$650 +8 +0.7%
MA
1155
MCF Advisors
Kentucky
$93.6K +$2.85K +35 +3%
VWM
1156
Venturi Wealth Management
Texas
$91.6K +$34.9K +429 +68%
WSC
1157
Wellington Shields & Co
New York
$90.4K +$85.4K +1,050 New
PCTC
1158
Perkins Coie Trust Company
Washington
$89.5K -$33.5K -412 -28%
SA
1159
SRH Advisors
Kansas
$89.5K +$3.17K +39 +4%
TCA
1160
Trifecta Capital Advisors
Illinois
$87K
GIA
1161
GHP Investment Advisors
Colorado
$86.1K
FA
1162
Financial Avengers
California
$85.5K -$8.21K -101 -9%
RMC
1163
Resources Management Corp
Connecticut
$84K
DCBT
1164
Dakota Community Bank & Trust
North Dakota
$81.9K +$77.3K +951 New
IPW
1165
Impact Partnership Wealth
Georgia
$81.8K -$15.3K -188 -17%
VNA
1166
Valley National Advisers
Pennsylvania
$81K +$3.25K +40 +4%
PA
1167
PSI Advisors
Florida
$80.9K +$8.7K +107 +13%
EWM
1168
Evermay Wealth Management
Virginia
$80.5K +$74.5K +916 +4,821%
SC
1169
Stephens Consulting
Michigan
$79.6K
DMBA
1170
Deseret Mutual Benefit Administrators
Utah
$77K +$4.96K +61 +7%
CAL
1171
Capital Advisors Ltd
Ohio
$75K +$15.2K +187 +27%
TIM
1172
Tortoise Investment Management
New York
$74K +$26.5K +326 +61%
WAM
1173
WFA Asset Management
Wisconsin
$73.5K +$732 +9 +1%
BBPWM
1174
Blue Bell Private Wealth Management
Pennsylvania
$72.1K +$163 +2 +0.2%
FFL
1175
Financial Freedom LLC
Ohio
$71.9K +$163 +2 +0.2%

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.