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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
Creative Planning
126
Creative Planning
Kansas
$23.8M +$526K +6,474 +2%
Osaic Holdings
127
Osaic Holdings
Arizona
$23.8M -$8.74M -107,508 -28%
Adage Capital Partners
128
Adage Capital Partners
Massachusetts
$22.9M +$3.45M +42,500 +19%
Canada Life
129
Canada Life
Manitoba, Canada
$22.7M +$450K +5,537 +2%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$22.6M -$10.6M -129,893 -33%
MMA
131
Mizuho Markets Americas
New York
$22.5M +$18.4M +226,435 +647%
TCA
132
Tortoise Capital Advisors
Kansas
$22.2M -$15.5M -190,979 -43%
CIP
133
Chartwell Investment Partners
Pennsylvania
$21.9M +$121K +1,486 +0.6%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.7M -$1.01M -12,399 -5%
FMLI
135
Fukoku Mutual Life Insurance
Japan
$20.9M
Asset Management One
136
Asset Management One
Japan
$20.8M -$429K -5,279 -2%
US Bancorp
137
US Bancorp
Minnesota
$20.6M -$726K -8,931 -4%
CFB
138
Cullen/Frost Bankers
Texas
$20.5M +$1.07M +13,183 +6%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$20.3M +$545K +6,710 +3%
MAA
140
Matrix Asset Advisors
New York
$20.1M +$5.69M +69,976 +43%
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$19.7M -$7.68M -94,437 -29%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$19.4M +$341K +4,193 +2%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$19.2M +$12.8M +157,250 +240%
SAI
144
Systematic Alpha Investments
New Jersey
$18.7M
Rafferty Asset Management
145
Rafferty Asset Management
New York
$18.3M +$1.78M +21,954 +12%
EB
146
Eastern Bank
Massachusetts
$18.2M +$319K +3,921 +2%
CIBC Asset Management
147
CIBC Asset Management
Ontario, Canada
$17.4M +$877K +10,794 +6%
RAM
148
Resona Asset Management
Japan
$17.2M +$16.2M +199,403 New
SFM
149
Stack Financial Management
Montana
$16.7M +$2.35M +28,897 +18%
GGI
150
Godsey & Gibb Inc
Virginia
$16.6M +$124K +1,526 +0.8%

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.