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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
PVI
1426
Pine Valley Investments
New Jersey
-$224K -2,756 Closed
TW
1427
TritonPoint Wealth
Maryland
-$223K -2,741 Closed
MM
1428
MQS Management
New York
-$209K -2,577 Closed
MFWP
1429
Mosaic Family Wealth Partners
Missouri
-$208K -2,564 Closed
VCP
1430
Vista Capital Partners
Oregon
-$204K -2,517 Closed
CIG
1431
Cascade Investment Group
Colorado
-$203K -2,501 Closed
IA
1432
IFG Advisory
Georgia
-$202K -2,484 Closed
WJWM
1433
Williams Jones Wealth Management
New York
-$200K -2,464 Closed
Acadian Asset Management
1434
Acadian Asset Management
Massachusetts
-$191K -2,361 Closed
FCAS
1435
First Command Advisory Services
Texas
-$145K -1,781 Closed
A
1436
AJOVista
Massachusetts
-$140K -1,724 Closed
FWM
1437
Focused Wealth Management
New York
-$114K -1,403 Closed
GWMIA
1438
Global Wealth Management Investment Advisory
Florida
-$96.5K -1,188 Closed
WPWM
1439
Western Pacific Wealth Management
Illinois
-$89.8K -1,106 Closed
FCG
1440
Financial Connections Group
California
-$81K -1,000 Closed
ASBI
1441
American State Bank (Iowa)
Iowa
-$69.4K -855 Closed
QL
1442
Quarry LP
New York
-$64.9K -799 Closed
TCWA
1443
Turtle Creek Wealth Advisors
Texas
-$58.5K -720 Closed
NMG
1444
New Millennium Group
Utah
-$48.5K -597 Closed
EC
1445
EdgeRock Capital
Colorado
-$44.7K -569 Closed
NFA
1446
Northwest Financial Advisors
Virginia
-$40.6K -500 Closed
UCB
1447
United Community Bank
South Carolina
-$40.6K -500 Closed
ODG
1448
O'Dell Group
Ohio
-$32K -394 Closed
WTG
1449
West Tower Group
Virginia
-$30.6K -377 Closed
TWM
1450
Tradition Wealth Management
Minnesota
-$30K -372 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.