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American Electric Power

1,353 hedge funds and large institutions have $34.6B invested in American Electric Power in 2024 Q1 according to their latest regulatory filings, with 135 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: 135 | Existing positions closed: 118

4% more capital invested

Capital invested by funds: $33.1B → $34.6B (+$1.47B)

0% more funds holding

Funds holding: 1,3491,353 (+4)

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
1,353
Holders Change
+4
Holders Change %
+0.3%
% of All Funds
19.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
135
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
AM
201
AGF Management
Ontario, Canada
$8.68M +$1.42M +17,448 +21%
PFPT
202
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.63M +$327K +4,020 +4%
AssetMark Inc
203
AssetMark Inc
California
$8.61M +$896K +11,020 +12%
BF
204
BOK Financial
Oklahoma
$8.51M +$2.15M +26,432 +36%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$8.33M +$173K +2,128 +2%
CNB
206
Czech National Bank
Czech Republic
$7.97M +$34.5K +425 +0.5%
NAM
207
Nissay Asset Management
Japan
$7.94M +$1.92M +23,655 +34%
URS
208
Utah Retirement Systems
Utah
$7.87M +$187K +2,300 +3%
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$7.8M -$301K -3,707 -4%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$7.7M -$812K -9,990 -10%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$7.68M -$1.38M -16,918 -16%
MSV
212
MN Services Vermogensbeheer
Netherlands
$7.62M -$1.28M -15,800 -15%
EAM
213
Eagle Asset Management
Florida
$7.6M
CWM
214
CIBC World Markets
New York
$7.52M -$4.51M -55,503 -39%
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
$7.41M -$86.3K -1,062 -1%
FNT
216
First National Trust
Pennsylvania
$7.35M +$336K +4,135 +5%
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$7.25M -$16.9K -208 -0.2%
KFP
218
Keystone Financial Planning
Ohio
$7.19M -$7.72K -95 -0.1%
VLKIM
219
Van Lanschot Kempen Investment Management
Netherlands
$7.05M +$1.13M +13,848 +20%
Walleye Trading
220
Walleye Trading
New York
$7M -$587K -7,215 -8%
FAB
221
First American Bank
Illinois
$6.99M +$759K +9,339 +13%
GIM
222
Goelzer Investment Management
Indiana
$6.98M +$2.5M +30,703 +61%
WT
223
Whittier Trust
California
$6.96M +$115K +1,414 +2%
WB
224
WesBanco Bank
West Virginia
$6.96M +$344K +4,232 +6%
YCM
225
Yousif Capital Management
Michigan
$6.81M -$727K -8,944 -10%

AEP Hedge Fund Activity: Q1 2024 in Review

1,353 of the 6,943 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: 135 funds opened new AEP positions and 118 closed out — a net gain of 17 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.

  • 1,353 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.
  • 135 funds opened new American Electric Power positions in Q1 2024 and 118 closed out, a net change of +17 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.