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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
FBC
1451
Fairfield, Bush & Co
Connecticut
-$25.3K -312 Closed
AWM
1452
Ameliora Wealth Management
Switzerland
-$24.4K -300 Closed
4FG
1453
4Thought Financial Group
New York
-$23.3K -287 Closed
RFA
1454
Resurgent Financial Advisors
Georgia
-$20.1K -248 Closed
RIM
1455
Rockbridge Investment Management
New York
-$17.6K -217 Closed
SNB
1456
Security National Bank
Nebraska
-$17.1K -210 Closed
HF
1457
Halpern Financial
Virginia
-$16K -192 Closed
EC
1458
EntryPoint Capital
New York
-$14.3K -176 Closed
PMAM
1459
Picton Mahoney Asset Management
Ontario, Canada
-$12K -140 Closed
EA
1460
Evolution Advisers
Virginia
-$10.6K -130 Closed
WFA
1461
West Financial Advisors
Iowa
-$9.75K -120 Closed
LF
1462
Lee Financial
Texas
-$7.23K -89 Closed
FFO
1463
Fortitude Family Office
Arizona
-$6.82K -84 Closed
GG
1464
Greenwood Gearhart
Arkansas
-$6.82K -84 Closed
SSG
1465
Summit Securities Group
New York
-$3K -42 Closed
TVAMP
1466
Tennessee Valley Asset Management Partners
Tennessee
-$1.38K -17 Closed
LFA
1467
Level Financial Advisors
New York
-$523 -6 Closed
RAM
1468
Riggs Asset Management
Pennsylvania
-$488 -6 Closed
TWP
1469
TFO Wealth Partners
Ohio
-$487 -6 Closed
AIMA
1470
Ables Iannone Moore & Associates
Georgia
-$325 -4 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.