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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
MBFW
1226
Morton Brown Family Wealth
Pennsylvania
$36.5K +$34.5K +424 New
FDCP
1227
Foster Dykema Cabot & Partners
Massachusetts
$34.7K
MSG
1228
Main Street Group
Virginia
$34.3K +$13.3K +163 +68%
GFPC
1229
Global Financial Private Client
Florida
$33.8K
PP
1230
Pingora Partners
Wyoming
$33.1K +$6.91K +85 +28%
UOTTAIMCU
1231
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31.4K
WOC
1232
West Oak Capital
California
$31K
FWA
1233
FSC Wealth Advisors
New York
$30.1K -$81 -1 -0.3%
FP
1234
Financial Perspectives
Minnesota
$30K
OAJ
1235
Ogorek Anthony Joseph
New York
$30K -$14.6K -179 -33%
WIA
1236
Wetzel Investment Advisors
Indiana
$29.7K -$2.44K -30 -8%
B
1237
Birchbrook
Maine
$29.1K +$81 +1 +0.3%
FFWA
1238
FRG Family Wealth Advisors
Washington
$28.4K +$26.8K +330 New
MCM
1239
MV Capital Management
Maryland
$27.8K -$1.46K -18 -5%
RFG
1240
REAP Financial Group
Texas
$27.7K +$9.27K +114 +55%
WPA
1241
West Paces Advisors
Georgia
$27.6K +$1.38K +17 +6%
RA
1242
Rise Advisors
New York
$27.4K +$25.9K +318 New
USB
1243
Union Savings Bank
Connecticut
$26.3K +$6.1K +75 +33%
CH
1244
Canton Hathaway
Rhode Island
$26K
DA
1245
Denali Advisors
California
$25.8K +$24.4K +300 New
KFS
1246
Kelly Financial Services
Massachusetts
$25.1K +$244 +3 +1%
BFP
1247
Briaud Financial Planning
Texas
$25K +$23.4K +288 New
C
1248
Covestor
United Kingdom
$24K -$732 -9 -3%
BFS
1249
Burkett Financial Services
South Carolina
$23.2K +$163 +2 +0.7%
TCM
1250
TD Capital Management
Tennessee
$23.2K -$20.8K -256 -49%

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.