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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
WWM
1376
Whalen Wealth Management
Nevada
-$1.03M -12,663 Closed
AP
1377
Americana Partners
Texas
-$933K -11,489 Closed
TGAM
1378
TBH Global Asset Management
Tennessee
-$893K -11,000 Closed
GIS
1379
Grayhawk Investment Strategies
Alberta, Canada
-$876K -10,790 Closed
HCA
1380
Harbor Capital Advisors
Illinois
-$875K -10,776 Closed
TSS
1381
Two Sigma Securities
New York
-$793K -9,751 Closed
CLOS
1382
Compagnie Lombard Odier SCmA
Switzerland
-$699K -8,610 Closed
Two Sigma Advisers
1383
Two Sigma Advisers
New York
-$690K -8,500 Closed
NW
1384
Naviter Wealth
Arkansas
-$685K -8,430 Closed
RAM
1385
Readystate Asset Management
Illinois
-$659K -8,109 Closed
DA
1386
DCM Advisors
New York
-$634K -7,800 Closed
MC
1387
Machina Capital
France
-$625K -7,701 Closed
EP
1388
Edgestream Partners
New Jersey
-$611K -7,519 Closed
QC
1389
Quadrature Capital
United Kingdom
-$559K -6,889 Closed
CWM
1390
Congress Wealth Management
Massachusetts
-$507K -6,235 Closed
GWS
1391
Glassman Wealth Services
Virginia
-$480K -5,914 Closed
GAG
1392
GM Advisory Group
New York
-$466K -5,737 Closed
PI
1393
PEAK6 Investments
Illinois
-$455K -5,599 Closed
MUMSS
1394
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$426K -5,249 Closed
CWM
1395
Concentric Wealth Management
California
-$416K -5,118 Closed
GCIM
1396
Gunn & Company Investment Management
Florida
-$396K -4,877 Closed
DWA
1397
Douglass Winthrop Advisors
New York
-$391K -4,818 Closed
ES
1398
Eagle Strategies
New York
-$385K -4,734 Closed
SIC
1399
Sterling Investment Counsel
New York
-$382K -4,704 Closed
FTIS
1400
First Trust Investment Solutions
Florida
-$382K -4,698 Closed

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.