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American Electric Power

1,525 hedge funds and large institutions have $39B invested in American Electric Power in 2024 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 587 increasing their positions, 515 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $268M | Put options by funds: $183M

42% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 140

14% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 515

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% more funds holding

Funds holding: 1,4941,525 (+31)

0.17% less ownership

Funds ownership: 77.16%76.99% (-0.17%)

7% less capital invested

Capital invested by funds: $42B → $39B (-$3.04B)

Holders
1,525
Holders Change
+31
Holders Change %
+2.07%
% of All Funds
20.08%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
199
Increased
587
Reduced
515
Closed
140
Calls
$268M
Puts
$183M
Net Calls
+$85.3M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SKBA Capital Management
California
$9.37M +$503K +5,200 +5%
SFA
227
Sequoia Financial Advisors
Ohio
$9.08M -$454K -4,688 -5%
Cerity Partners
228
Cerity Partners
New York
$9M +$435K +4,497 +5%
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.86M -$523K -5,400 -5%
USCWA
230
U.S. Capital Wealth Advisors
Texas
$8.85M -$5.95M -61,485 -39%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$8.73M +$1.53M +15,825 +20%
MSV
232
MN Services Vermogensbeheer
Netherlands
$8.48M +$232K +2,400 +3%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$8.35M +$1.27M +13,092 +17%
FNT
234
First National Trust
Pennsylvania
$8.26M +$230K +2,375 +3%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$8.09M +$2.17M +22,429 +34%
URS
236
Utah Retirement Systems
Utah
$8.04M
P
237
&Partners
Tennessee
$7.8M +$3.93M +40,583 +92%
FAB
238
First American Bank
Illinois
$7.77M +$118K +1,216 +1%
WT
239
Whittier Trust
California
$7.74M +$32.3K +334 +0.4%
AG
240
AlTi Global
New York
$7.68M -$543K -5,610 -6%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$7.68M +$201K +2,074 +3%
AI
242
Atria Investments
North Carolina
$7.6M +$701K +7,241 +10%
YCM
243
Yousif Capital Management
Michigan
$7.58M +$679K +7,017 +9%
Schroder Investment Management Group
244
Schroder Investment Management Group
United Kingdom
$7.55M -$1.46M -15,040 -15%
SIC
245
Salem Investment Counselors
North Carolina
$7.3M +$111K +1,145 +1%
GIM
246
Goelzer Investment Management
Indiana
$7.21M -$153K -1,584 -2%
LSV Asset Management
247
LSV Asset Management
Illinois
$7.15M +$1.14M +11,800 +18%
IMCOOI
248
Investment Management Corp of Ontario (IMCO)
Canada
$7.08M +$5.73M +59,179 +337%
PFSRSONJ
249
Police & Firemen's Retirement System of New Jersey
New Jersey
$7.05M +$7.4M +76,492 New
ATC
250
Argent Trust Co
Tennessee
$7.02M +$253K +2,613 +4%

AEP Hedge Fund Activity: Q4 2024 in Review

1,525 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2024, worth a combined $39B — down 7.2% from $42B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new AEP positions and 140 closed out — a net gain of 59 holders — while 587 added to existing stakes and 515 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $210M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 1,525 institutional investors held American Electric Power (AEP) as of Q4 2024, up from 1,494 in Q3 2024.
  • Funds reported $39B of American Electric Power stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 199 funds opened new American Electric Power positions in Q4 2024 and 140 closed out, a net change of +59 holders.
  • The largest American Electric Power buyer in Q4 2024 was Lazard Asset Management, an estimated $210M added.
  • The largest American Electric Power seller in Q4 2024 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q4 2024.