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American Electric Power
AEP

Overview Fund Activity

1,344 hedge funds and large institutions have $34.6B invested in American Electric Power in 2024 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 542 increasing their positions, 462 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
+2
Holders Change %
+0.15%
% 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
132
Increased
542
Reduced
462
Closed
117
Calls
$820M
Puts
$181M
Net Calls
+$639M
Net Calls Change
+$43.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$978M
2
SCP
Soroban Capital Partners
New York
+$195M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$163M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$136M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$971M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$320M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$306M
4
State Street
State Street
Massachusetts
-$171M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
926
Concord Wealth Partners
Virginia
$295K +$162K +1,883 +122%
WHC
927
Wulff, Hansen & Co
California
$295K -$34.4K -400 -10%
GWM
928
Guardian Wealth Management
Illinois
$295K -$63.4K -736 -18%
IP
929
Ignite Planners
California
$293K +$21.1K +249 +8%
PBK
930
Peoples Bank (Kansas)
Kansas
$292K – – –
IPWA
931
International Private Wealth Advisors
California
$292K +$292K +3,386 New
AGWCA
932
Annis Gardner Whiting Capital Advisors
Florida
$291K +$247K +2,868 +559%
CAMG
933
CWA Asset Management Group
Florida
$291K +$291K +3,375 New
FNBSF
934
First National Bank Sioux Falls
South Dakota
$291K – – –
WPW
935
Waldron Private Wealth
Pennsylvania
$290K -$3.1K -36 -1%
BWA
936
Burt Wealth Advisors
Maryland
$290K +$290K +3,371 New
STA
937
Summit Trail Advisors
New York
$290K +$29.5K +343 +11%
CW
938
Channel Wealth
California
$289K +$2.58K +30 +0.9%
SL
939
Salomon & Ludwin
Virginia
$289K -$15.9K -185 -5%
PWA
940
Prairie Wealth Advisors
Nebraska
$289K +$289K +3,356 New
SCTC
941
Sanibel Captiva Trust Company
Florida
$288K +$258 +3 +0.1%
HIC
942
Holderness Investments Company
North Carolina
$288K – – –
GHAM
943
Gilman Hill Asset Management
Connecticut
$288K – – –
WAL
944
W Advisors LLC
Tennessee
$285K +$285K +3,313 New
KA
945
Kovack Advisors
Florida
$285K -$8.78K -102 -3%
SEP
946
Southland Equity Partners
Missouri
$284K +$11.5K +133 +4%
JFG
947
Jefferies Financial Group
New York
$284K +$284K +3,300 New
WG
948
Wealth Group
North Carolina
$284K +$284K +3,294 New
BONST
949
Bank of Nova Scotia Trust
Ontario, Canada
$284K +$7.84K +91 +3%
P
950
Pitcairn
Pennsylvania
$283K +$16.7K +194 +6%
36 37
38
39 40