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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
BAM
1201
Byrne Asset Management
New Jersey
$46.5K +$3.25K +40 +8%
PMFA
1202
Plante Moran Financial Advisors
Michigan
$46.4K
VCM
1203
Versant Capital Management
Arizona
$46.4K
RA
1204
Rational Advisors
New York
$46.3K +$43.7K +538 New
JWM
1205
Janiczek Wealth Management
Colorado
$45.5K -$22.4K -276 -34%
RDFA
1206
Ritter Daniher Financial Advisory
Ohio
$45.5K
BSB
1207
Bangor Savings Bank
Maine
$45.1K
WCM
1208
Winthrop Capital Management
Indiana
$45K +$4.55K +56 +12%
BCMLT
1209
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.9K -$26.7K -329 -39%
OC
1210
Oakworth Capital
Alabama
$44.9K
POIA
1211
Pin Oak Investment Advisors
Texas
$44K
LWA
1212
Lowe Wealth Advisors
Maryland
$44K
ACA
1213
Atlas Capital Advisors
Wyoming
$43.6K
APC
1214
Aspire Private Capital
North Carolina
$43.4K +$244 +3 +0.6%
TFM
1215
TFC Financial Management
Massachusetts
$43.1K -$6.02K -74 -13%
PSB
1216
Piscataqua Savings Bank
New Hampshire
$43K
CCA
1217
Catalyst Capital Advisors
New York
$43K +$40.6K +499 New
BC
1218
Barrett & Company
Rhode Island
$42.9K +$81 +1 +0.2%
TFIPS
1219
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.2K
FFWM
1220
Future Financial Wealth Management
Ohio
$41.5K +$39.2K +482 New
JFA
1221
JNBA Financial Advisors
Minnesota
$41.2K
BWAM
1222
Boyd Watterson Asset Management
Ohio
$39.6K
SCM
1223
Silvant Capital Management
Georgia
$37.8K
FFC
1224
First Financial Corp
Indiana
$37K -$15.4K -190 -31%
FPFS
1225
First Personal Financial Services
North Carolina
$36.7K

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.