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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
CCC
1251
Chelsea Counsel Company
California
$22.4K
CHA
1252
Carmichael Hill & Associates
Maryland
$21.1K
CA
1253
Crewe Advisors
Utah
$20.7K +$19.5K +240 New
WBC
1254
West Branch Capital
Massachusetts
$20.5K
BGAI
1255
Bruce G. Allen Investments
Colorado
$20.1K -$1.63K -20 -8%
DWS
1256
Dynamic Wealth Strategies
California
$20K
PWMG
1257
Prestige Wealth Management Group
New Jersey
$17.6K -$3.17K -39 -16%
WWM
1258
Wolff Wiese Magana
California
$17.3K
CAM
1259
Chesapeake Asset Management
New York
$17.2K -$4.07K -50 -20%
FWM
1260
FSA Wealth Management
Massachusetts
$17.2K
TC
1261
Trust Company
Kansas
$17.2K
FSWA
1262
Financial Synergies Wealth Advisors
Texas
$17.1K +$15.8K +194 +3,880%
Loomis, Sayles & Company
1263
Loomis, Sayles & Company
Massachusetts
$17K -$17.7K -218 -52%
RBC
1264
Roble Belko & Company
Pennsylvania
$17K
PO
1265
Private Ocean
California
$16.9K +$3.01K +37 +23%
CJH
1266
Christopher J. Hasenberg
Wisconsin
$16.4K +$15.5K +191 New
GEA
1267
Glen Eagle Advisors
New Jersey
$16.4K
CCM
1268
Chilton Capital Management
Texas
$16.3K -$10.1K -124 -40%
MFA
1269
McClarren Financial Advisors
Pennsylvania
$16K +$244 +3 +2%
GKIM
1270
GW&K Investment Management
Massachusetts
$16K +$488 +6 +3%
GA
1271
GoalVest Advisory
New York
$15.7K -$19.8K -243 -57%
OP
1272
ORG Partners
Indiana
$15.6K -$125K -1,534 -89%
RWPA
1273
Richard W. Paul & Associates
Michigan
$15.6K -$163 -2 -1%
HWA
1274
HHM Wealth Advisors
Tennessee
$15.5K -$9.11K -112 -38%
WTA
1275
Washington Trust Advisors
Massachusetts
$15.5K

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.