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American Electric Power

1,352 hedge funds and large institutions have $34.6B invested in American Electric Power in 2024 Q1 according to their latest regulatory filings, with 134 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: 134 | Existing positions closed: 118

4% more capital invested

Capital invested by funds: $33.1B → $34.6B (+$1.47B)

0% more funds holding

Funds holding: 1,3491,352 (+3)

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
1,352
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
19.48%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
134
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
GC
101
Guggenheim Capital
Illinois
$38.5M -$3.83M -47,166 -10%
CS
102
Credit Suisse
Switzerland
$37.9M -$141K -1,740 -0.4%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$36.8M +$3.34M +41,070 +11%
ACI
104
Alpha Cubed Investments
California
$35.1M +$19.3M +237,586 +139%
GIA
105
Gateway Investment Advisers
Ohio
$34.9M -$71.2K -876 -0.2%
Truist Financial
106
Truist Financial
North Carolina
$34.3M -$593K -7,290 -2%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$34.1M +$4.23M +52,009 +15%
ZIC
108
ZWJ Investment Counsel
Georgia
$33.8M +$6.82M +83,934 +27%
NIM
109
Nexus Investment Management
Ontario, Canada
$33.6M +$2.38M +29,225 +8%
Prudential Financial
110
Prudential Financial
New Jersey
$33.4M -$12.5M -153,373 -28%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$32.4M +$19.4M +238,521 +173%
MAM
112
Magellan Asset Management
Australia
$32M -$1.24M -15,227 -4%
ORIO
113
Old Republic International (ORI)
Illinois
$31.5M
Jane Street
114
Jane Street
New York
$31M +$8.28M +101,822 +39%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$30.5M +$7.82M +96,220 +37%
SEI Investments
116
SEI Investments
Pennsylvania
$28.5M +$2.69M +33,144 +11%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$28.1M -$303M -3,722,061 -92%
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$26.8M -$106M -1,302,514 -81%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$26.3M -$5.21M -64,099 -17%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$26M +$459K +5,650 +2%
GHA
121
GW Henssler & Associates
Georgia
$25.9M +$6.78M +83,406 +38%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$25.3M +$1.06M +13,013 +5%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$25.1M
TD Asset Management
124
TD Asset Management
Ontario, Canada
$24M +$125K +1,543 +0.6%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$23.9M +$5.33M +65,519 +31%

AEP Hedge Fund Activity: Q1 2024 in Review

1,352 of the 6,942 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: 134 funds opened new AEP positions and 118 closed out — a net gain of 16 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.

  • 1,352 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.
  • 134 funds opened new American Electric Power positions in Q1 2024 and 118 closed out, a net change of +16 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.