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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
OLVIG
1301
Oliver Lagore Vanvalin Investment Group
Michigan
$8.27K +$2.52K +31 +48%
NC
1302
NewSquare Capital
Pennsylvania
$8.01K
FMTCOCP
1303
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$1.22K +15 +20%
NECFA
1304
New England Capital Financial Advisors
Connecticut
$7.41K
GPI
1305
General Partner Inc
Pennsylvania
$7.32K
EBA
1306
Eagle Bay Advisors
New York
$7.23K +$2.44K +30 +56%
RFG
1307
RFP Financial Group
Georgia
$7.1K -$6.91K -85 -51%
HWP
1308
Highline Wealth Partners
California
$6.92K
KWAG
1309
Kiely Wealth Advisory Group
North Carolina
$6.63K
MA
1310
Montag & Associates
Georgia
$6.46K +$6.1K +75 New
AP
1311
Aspect Partners
Virginia
$6.37K
EFP
1312
EnRich Financial Partners
Wisconsin
$5.94K +$5.61K +69 New
MCM
1313
MidAtlantic Capital Management
Virginia
$5.86K
TIM
1314
Thompson Investment Management
Wisconsin
$5.86K
CFS
1315
CGC Financial Services
Oregon
$5.25K +$4.96K +61 New
AWM
1316
Abound Wealth Management
Tennessee
$5.09K
CPA
1317
Clear Point Advisors
New York
$4.56K
PWMG
1318
Private Wealth Management Group
New Jersey
$4.13K -$13.2K -162 -77%
UIA
1319
Ulland Investment Advisors
Minnesota
$4K
AW
1320
Avion Wealth
Texas
$4K +$1.06K +13 +50%
LCM
1321
Logan Capital Management
Pennsylvania
$3.88K
PCMC
1322
Planning Capital Management Corporation
Pennsylvania
$3.79K
CWC
1323
Carolinas Wealth Consulting
North Carolina
$3.79K -$442K -5,432 -99%
IFAM
1324
Institutional & Family Asset Management
Colorado
$3.44K
DF
1325
Dunhill Financial
United Kingdom
$3.41K +$569 +7 +21%

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.