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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 %
FWA
1226
FSC Wealth Advisors
New York
$30.1K -$86 -1 -0.3%
FP
1227
Financial Perspectives
Minnesota
$30K – – –
OAJ
1228
Ogorek Anthony Joseph
New York
$30K -$15.1K -179 -33%
WIA
1229
Wetzel Investment Advisors
Indiana
$29.7K -$2.48K -30 -8%
B
1230
Birchbrook
Maine
$29.1K +$86 +1 +0.3%
FFWA
1231
FRG Family Wealth Advisors
Washington
$28.4K +$28.4K +330 New
MCM
1232
MV Capital Management
Maryland
$27.8K -$1.55K -18 -5%
RFG
1233
REAP Financial Group
Texas
$27.7K +$9.81K +114 +55%
WPA
1234
West Paces Advisors
Georgia
$27.6K +$1.46K +17 +6%
RA
1235
Rise Advisors
New York
$27.4K +$27.4K +318 New
USB
1236
Union Savings Bank
Connecticut
$26.3K +$6.46K +75 +33%
CH
1237
Canton Hathaway
Rhode Island
$26K – – –
DA
1238
Denali Advisors
California
$25.8K +$25.8K +300 New
KFS
1239
Kelly Financial Services
Massachusetts
$25.1K +$258 +3 +1%
BFP
1240
Briaud Financial Planning
Texas
$25K +$25K +288 New
C
1241
Covestor
United Kingdom
$24K -$785 -9 -3%
BFS
1242
Burkett Financial Services
South Carolina
$23.2K +$172 +2 +0.7%
TCM
1243
TD Capital Management
Tennessee
$23.2K -$22.1K -256 -49%
CCC
1244
Chelsea Counsel Company
California
$22.4K – – –
CHA
1245
Carmichael Hill & Associates
Maryland
$21.1K – – –
CA
1246
Crewe Advisors
Utah
$20.7K +$20.7K +240 New
WBC
1247
West Branch Capital
Massachusetts
$20.5K – – –
BGAI
1248
Bruce G. Allen Investments
Colorado
$20.1K -$1.72K -20 -8%
DWS
1249
Dynamic Wealth Strategies
California
$20K – – –
PWMG
1250
Prestige Wealth Management Group
New Jersey
$17.6K -$3.36K -39 -16%
48 49
50
51 52