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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
DSC
1176
Duncker Streett & Co
Missouri
$71.7K -$40.6K -500 -38%
CT
1177
Clearstead Trust
Maine
$70.5K
TSWM
1178
Tyler-Stone Wealth Management
Ohio
$69.5K
SN
1179
Sittner & Nelson
Oregon
$68.4K
FRA
1180
Front Row Advisors
California
$68.1K +$54.1K +666 +533%
AA
1181
Addison Advisors
Vermont
$67.7K +$244 +3 +0.4%
AF
1182
Arrow Financial
New York
$65.9K -$8.13K -100 -12%
CJL
1183
Cyrus J. Lawrence
New York
$65K +$61.5K +756 New
CIA
1184
Cape Investment Advisory
Georgia
$64.5K -$83.2K -1,024 -58%
OA
1185
Operose Advisors
Wisconsin
$63.9K
ST
1186
Smithfield Trust
Pennsylvania
$63K
SWM
1187
Sugarloaf Wealth Management
Georgia
$62.7K -$34.4K -423 -37%
AT
1188
Avalon Trust
New Mexico
$62.2K
RTC
1189
Riverview Trust Company
Washington
$62K +$58.5K +720 New
EL
1190
EMFO LLC
Florida
$61.9K
AWM
1191
Atticus Wealth Management
Florida
$57.3K
FUBT
1192
First United Bank & Trust
Maryland
$56.3K -$4.31K -53 -7%
FFA
1193
Frazier Financial Advisors
Ohio
$56K +$26.4K +325 +100%
WB
1194
Webster Bank
Connecticut
$56K
ATC
1195
Adirondack Trust Company
New York
$53.8K
CCMW
1196
Cypress Capital Management (Wyoming)
Wyoming
$51.7K
DIP
1197
DT Investment Partners
Pennsylvania
$51.1K
IA
1198
IFS Advisors
Kansas
$49.2K
BFPW
1199
BOK Financial Private Wealth
Colorado
$48.8K -$146K -1,802 -76%
CFG
1200
CKW Financial Group
Hawaii
$47K +$44.7K +550 New

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.