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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 %
PAM
1126
Palisade Asset Management
Minnesota
$129K +$129K +1,495 New
MRCM
1127
M&R Capital Management
New Jersey
$128K – – –
KFI
1128
Key Financial Inc
Pennsylvania
$127K – – –
SAM
1129
S.A. Mason
Michigan
$126K – – –
NRG
1130
Nemes Rush Group
Michigan
$121K – – –
WSCM
1131
Wellington Shields Capital Management
New York
$119K +$119K +1,380 New
TFGT
1132
TS Financial Group (TSFG)
Illinois
$118K +$345 +4 +0.3%
BCM
1133
Blume Capital Management
California
$116K – – –
WIM
1134
Westside Investment Management
California
$115K – – –
NIC
1135
Northwest Investment Counselors
Oregon
$114K +$114K +1,327 New
JWA
1136
JFS Wealth Advisors
Pennsylvania
$114K +$2.5K +29 +2%
HB
1137
Horizon Bancorp
Indiana
$109K – – –
AAP
1138
Arax Advisory Partners
Colorado
$109K +$37.8K +439 +53%
AWM
1139
AllSquare Wealth Management
New York
$108K – – –
HWA
1140
Heritage Wealth Advisors
Virginia
$108K +$22.4K +260 +26%
BLC
1141
Brown, Lisle/Cummings
Rhode Island
$107K – – –
PGAM
1142
Princeton Global Asset Management
New Jersey
$106K -$31.9K -370 -23%
APW
1143
Acima Private Wealth
Virginia
$105K – – –
SWA
1144
SOA Wealth Advisors
New York
$99.5K -$947 -11 -0.9%
HGERS
1145
Householder Group Estate & Retirement Specialist
Arizona
$97.2K +$3.01K +35 +3%
LFASL
1146
Lugano Financial Advisors SA (LFA)
Switzerland
$96.9K +$85.8K +996 +772%
TF
1147
Tompkins Financial
New York
$96.3K +$689 +8 +0.7%
MA
1148
MCF Advisors
Kentucky
$93.6K +$3.01K +35 +3%
VWM
1149
Venturi Wealth Management
Texas
$91.6K +$36.9K +429 +68%
WSC
1150
Wellington Shields & Co
New York
$90.4K +$90.4K +1,050 New
44 45
46
47 48