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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 %
NAS
1001
Nicolet Advisory Services
Wisconsin
$254K +$13.6K +160 +6%
BCV
1002
Banque Cantonale Vaudoise
Switzerland
$251K -$15.1K -176 -6%
FNFDCM
1003
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K -$3.44K -40 -1%
PWPS
1004
Pinnacle Wealth Planning Services
Ohio
$249K +$249K +2,889 New
MC
1005
McCarthy & Cox
Ohio
$248K +$248K +2,875 New
JSC
1006
Jackson Square Capital
California
$247K +$247K +2,872 New
DAS
1007
Diversify Advisory Services
Utah
$246K +$246K +2,914 New
GWSG
1008
GPS Wealth Strategies Group
Colorado
$246K -$28.8K -335 -10%
WP
1009
WealthPLAN Partners
Nebraska
$245K -$31.3K -364 -11%
VCG
1010
Vantage Consulting Group
Virginia
$244K -$8.95K -104 -4%
BIM
1011
Bullseye Investment Management
Ohio
$243K – – –
SWA
1012
SFMG Wealth Advisors
Texas
$242K +$172 +2 +0.1%
XF
1013
XML Financial
Maryland
$242K -$16.6K -193 -6%
HFM
1014
Hartford Financial Management
Connecticut
$241K -$1.03M -12,000 -81%
HIA
1015
Harbor Investment Advisory
Maryland
$241K -$108K -1,250 -31%
GM
1016
GeoWealth Management
Illinois
$240K -$10.3K -120 -4%
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$240K – – –
APA
1018
Astoria Portfolio Advisors
New York
$237K +$237K +2,934 New
ACP
1019
Aveo Capital Partners
Colorado
$237K +$3.99K +45 +2%
CWM
1020
Chronos Wealth Management
Florida
$237K +$4.31K +50 +2%
ABC
1021
Associated Banc-Corp
Wisconsin
$235K – – –
BMC
1022
Beaton Management Company
Massachusetts
$235K +$11K +128 +5%
WAM
1023
WNY Asset Management
New York
$232K +$232K +2,699 New
SIM
1024
Sentry Investment Management
Wisconsin
$232K – – –
CF
1025
Centaurus Financial
California
$231K -$65.6K -763 -22%
39 40
41
42 43