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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 %
Acadian Asset Management
1426
Acadian Asset Management
Massachusetts
– -$191K -2,361 Closed
FCAS
1427
First Command Advisory Services
Texas
– -$145K -1,781 Closed
A
1428
AJOVista
Massachusetts
– -$140K -1,724 Closed
FWM
1429
Focused Wealth Management
New York
– -$114K -1,403 Closed
GWMIA
1430
Global Wealth Management Investment Advisory
Florida
– -$96.5K -1,188 Closed
WPWM
1431
Western Pacific Wealth Management
Illinois
– -$89.8K -1,106 Closed
FCG
1432
Financial Connections Group
California
– -$81K -1,000 Closed
QL
1433
Quarry LP
New York
– -$64.9K -799 Closed
TCWA
1434
Turtle Creek Wealth Advisors
Texas
– -$58.5K -720 Closed
NMG
1435
New Millennium Group
Utah
– -$48.5K -597 Closed
EC
1436
EdgeRock Capital
Colorado
– -$44.7K -569 Closed
NFA
1437
Northwest Financial Advisors
Virginia
– -$40.6K -500 Closed
UCB
1438
United Community Bank
South Carolina
– -$40.6K -500 Closed
ODG
1439
O'Dell Group
Ohio
– -$32K -394 Closed
WTG
1440
West Tower Group
Virginia
– -$30.6K -377 Closed
TWM
1441
Tradition Wealth Management
Minnesota
– -$30K -372 Closed
FBC
1442
Fairfield, Bush & Co
Connecticut
– -$25.3K -312 Closed
AWM
1443
Ameliora Wealth Management
Switzerland
– -$24.4K -300 Closed
4FG
1444
4Thought Financial Group
New York
– -$23.3K -287 Closed
RFA
1445
Resurgent Financial Advisors
Georgia
– -$20.1K -248 Closed
RIM
1446
Rockbridge Investment Management
New York
– -$17.6K -217 Closed
SNB
1447
Security National Bank
Nebraska
– -$17.1K -210 Closed
HF
1448
Halpern Financial
Virginia
– -$16K -192 Closed
EC
1449
EntryPoint Capital
New York
– -$14.3K -176 Closed
PMAM
1450
Picton Mahoney Asset Management
Ontario, Canada
– -$12K -140 Closed
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