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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
LI
1326
LRI Investments
Florida
$3.36K +$3.17K +39 New
CTWM
1327
Cherry Tree Wealth Management
Minnesota
$3.27K
RS
1328
Rakuten Securities
Japan
$3.19K +$1.14K +14 +61%
PCM
1329
Penserra Capital Management
California
$3K -$194K -2,392 -98%
MLA
1330
MB, Levis & Associates
Pennsylvania
$2.88K
BCPWM
1331
Bradley & Co Private Wealth Management
Florida
$2.67K
MAM
1332
MMA Asset Management
Pennsylvania
$2.33K +$2.19K +27 New
S
1333
Sachetta
Massachusetts
$2.19K
HCM
1334
Hollencrest Capital Management
California
$2.07K
NCM
1335
Northwest Capital Management
Oregon
$1.98K
UFF
1336
USA Financial Formulas
Michigan
$1.46K -$104K -1,284 -99%
CAC
1337
Core Alternative Capital
Georgia
$1.46K -$13.1K -161 -90%
CAM
1338
Creekmur Asset Management
Illinois
$1.46K +$1.38K +17 New
ECM
1339
Everence Capital Management
Indiana
$1.4K
A
1340
AlphaQuest
New York
$1.38K +$1.3K +16 New
DPW
1341
DiNuzzo Private Wealth
Pennsylvania
$1.29K
TCM
1342
Tradewinds Capital Management
Washington
$1.29K
MIA
1343
MeadowBrook Investment Advisors
Michigan
$1.03K
CMA
1344
Cedar Mountain Advisors
Oregon
$947
NL
1345
NVWM LLC
Pennsylvania
$947 +$894 +11 New
TWD
1346
True Wealth Design
Ohio
$861 +$325 +4 +67%
FRA
1347
Frank Rimerman Advisors
California
$689
Kayne Anderson Rudnick Investment Management
1348
Kayne Anderson Rudnick Investment Management
California
$689
WA
1349
WestEnd Advisors
North Carolina
$689
AT
1350
Arlington Trust
Alabama
$603 -$976 -12 -63%

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.