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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 %
AWM
976
Accel Wealth Management
Iowa
$267K +$36.9K +428 +16%
CPA
977
Court Place Advisors
Maryland
$266K -$15.1K -175 -5%
CWS
978
Confluence Wealth Services
Pennsylvania
$266K -$14K -163 -5%
RFS
979
Richardson Financial Services
Massachusetts
$266K +$9.9K +115 +4%
CSIC
980
Clifford Swan Investment Counsel
California
$265K – – –
BIG
981
Brooklyn Investment Group
New York
$264K -$29.8K -352 -10%
S
982
Sunpointe
Missouri
$263K +$8.87K +103 +3%
BBA
983
BLB&B Advisors
Pennsylvania
$263K -$29.8K -346 -10%
CL
984
CSS LLC
Illinois
$263K – – –
GWANC
985
Guardian Wealth Advisors (North Carolina)
North Carolina
$263K +$263K +3,059 New
O
986
Ossiam
France
$263K +$200K +2,323 +316%
PCG
987
Prosperity Consulting Group
Maryland
$263K +$263K +3,054 New
CT
988
Chicago Trust
Illinois
$260K +$7.66K +89 +3%
LWP
989
LMG Wealth Partners
Louisiana
$258K – – –
NCM
990
Novare Capital Management
North Carolina
$258K +$258K +2,993 New
SF
991
Symphony Financial
Texas
$257K -$42K -488 -14%
TAM
992
Townsend Asset Management
North Carolina
$257K – – –
BTI
993
Blue Trust Inc
Georgia
$256K -$67.4K -783 -21%
GL
994
Gerber LLC
Ohio
$256K – – –
SFP
995
Sandbox Financial Partners
Maryland
$256K +$40.5K +470 +19%
CCP
996
Carmel Capital Partners
California
$255K +$25.6K +297 +11%
MSAM
997
Moloney Securities Asset Management
Missouri
$255K +$255K +2,958 New
BBNA
998
Bremer Bank National Association
Minnesota
$255K -$344 -4 -0.1%
WFS
999
Widmann Financial Services
Maryland
$254K – – –
HNB
1000
Hilltop National Bank
Wyoming
$254K +$254K +2,952 New
38 39
40
41 42