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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
BIA
1276
Bell Investment Advisors
California
$15.2K +$325 +4 +2%
ATC
1277
Advantage Trust Company
Kansas
$15.1K
FCMT
1278
Founders Capital Management (Texas)
Texas
$14.9K
SIS
1279
Sound Income Strategies
Florida
$14.1K -$41.1K -505 -75%
SA
1280
Scarborough Advisors
Maryland
$14K +$1.63K +20 +14%
VWWMG
1281
Vermillion & White Wealth Management Group
Pennsylvania
$12.9K
BHWM
1282
Beaird Harris Wealth Management
Texas
$12.9K +$3.9K +48 +47%
CPG
1283
Cornerstone Planning Group
New Jersey
$12.8K -$14.2K -175 -55%
Optiver Holding
1284
Optiver Holding
Netherlands
$12.6K +$11.9K +146 New
PA
1285
Pineridge Advisors
Missouri
$11.5K +$8.86K +109 +436%
SIC
1286
SJS Investment Consulting
Ohio
$11.4K +$9.76K +120 +1,000%
WWP
1287
WR Wealth Planners
Missouri
$11.4K +$10.7K +132 New
BWP
1288
Baldwin Wealth Partners
Massachusetts
$11.1K
CWM
1289
Compass Wealth Management
Connecticut
$10.8K -$6.34K -78 -38%
FGAM
1290
Financial Gravity Asset Management
Texas
$10.7K +$10.1K +124 New
LWANC
1291
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.2K +$9.59K +118 New
FMP
1292
Financial Management Professionals
Texas
$10K +$569 +7 +7%
RG
1293
Retirement Group
California
$9.74K +$81 +1 +0.9%
AFS
1294
Annapolis Financial Services
Maryland
$9.64K
PG
1295
Proffitt & Goodson
Tennessee
$9.38K
SFA
1296
Semmax Financial Advisors
North Carolina
$9.24K
W
1297
WealthCollab
Washington
$8.7K -$1.95K -24 -19%
ECM
1298
Estabrook Capital Management
New York
$8.61K
HSA
1299
Hussman Strategic Advisors
Maryland
$8.61K
NC
1300
nVerses Capital
Florida
$8.61K +$8.13K +100 New

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.