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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
SWM
1401
Scissortail Wealth Management
Oklahoma
-$363K -4,635 Closed
FRM
1402
Fox Run Management
Connecticut
-$373K -4,594 Closed
CCP
1403
Clough Capital Partners
Massachusetts
-$373K -4,591 Closed
JFL
1404
Jarislowsky, Fraser Ltd
Quebec, Canada
-$369K -4,545 Closed
EI
1405
Ethic Inc
New York
-$364K -4,479 Closed
SWP
1406
Strategic Wealth Partners
Ohio
-$347K -4,275 Closed
MFG
1407
Magnus Financial Group
New York
-$329K -4,053 Closed
GCM
1408
Graham Capital Management
Connecticut
-$329K -4,051 Closed
HT
1409
Headlands Technologies
Illinois
-$310K -3,813 Closed
CST
1410
Charles Schwab Trust
Nevada
-$304K -3,745 Closed
MC
1411
Maverick Capital
Texas
-$297K -3,658 Closed
MSR
1412
Main Street Research
Connecticut
-$297K -3,653 Closed
RMDI
1413
R.M. Davis Inc
Maine
-$289K -3,562 Closed
BFM
1414
Boothbay Fund Management
New York
-$289K -3,553 Closed
SSA
1415
South Street Advisors
New York
-$280K -3,450 Closed
TCMP
1416
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$278K -3,423 Closed
DIA
1417
Dana Investment Advisors
Wisconsin
-$275K -3,387 Closed
IFU
1418
iSAM Funds (UK)
United Kingdom
-$275K -3,380 Closed
CIA
1419
CCM Investment Advisers
South Carolina
-$262K -3,220 Closed
AG
1420
Algert Global
California
-$259K -3,195 Closed
UCMOK
1421
United Capital Management of KS
Kansas
-$246K -3,023 Closed
OHWA
1422
Oak Hill Wealth Advisors
Virginia
-$233K -2,870 Closed
RDWM
1423
Red Door Wealth Management
Tennessee
-$233K -2,864 Closed
Balyasny Asset Management
1424
Balyasny Asset Management
Illinois
-$228K -2,812 Closed
FWM
1425
Finer Wealth Management
Massachusetts
-$224K -2,762 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.