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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
Parallax Volatility Advisers
276
Parallax Volatility Advisers
California
$6.03M +$67.4K +696 +1%
BEI
277
Benjamin Edwards Inc
Missouri
$5.92M -$415K -4,291 -6%
CAM
278
Carret Asset Management
New York
$5.89M +$123K +1,275 +2%
MOACM
279
Mutual of America Capital Management
New York
$5.88M -$167K -1,725 -3%
HBWM
280
Hollow Brook Wealth Management
New York
$5.81M -$138K -1,421 -2%
SIA
281
Soltis Investment Advisors
Utah
$5.75M +$2.31M +23,829 +62%
ZB
282
Zions Bancorporation
Utah
$5.73M +$660K +6,816 +12%
TCM
283
Telos Capital Management
California
$5.66M +$58.5K +604 +1%
HEIP
284
Hudson Edge Investment Partners
New Jersey
$5.61M +$104K +1,070 +2%
SOADOR
285
State of Alaska Department of Revenue
Alaska
$5.6M -$1.54M -15,923 -21%
VVP
286
Venture Visionary Partners
Ohio
$5.59M +$316K +3,262 +6%
Credit Agricole
287
Credit Agricole
France
$5.58M +$2.91M +30,068 +99%
AAIM
288
American Assets Investment Management
California
$5.53M
SHGA
289
Sand Hill Global Advisors
California
$5.43M -$25.9K -268 -0.5%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$5.4M +$207K +2,134 +4%
DWM
291
Dakota Wealth Management
Florida
$5.39M -$84.5K -873 -1%
BFA
292
Beaumont Financial Advisors
Massachusetts
$5.38M -$87.5K -904 -2%
Two Sigma Investments
293
Two Sigma Investments
New York
$5.33M +$3.51M +36,298 +169%
DC
294
Davenport & Co
Virginia
$5.31M +$318K +3,288 +6%
EP
295
Edgestream Partners
New Jersey
$5.31M +$205K +2,114 +4%
AAS
296
Avantax Advisory Services
Texas
$5.27M +$298K +3,075 +6%
VPIM
297
Vanguard Personalized Indexing Management
California
$5.26M +$430K +4,444 +8%
PAG
298
Private Advisor Group
New Jersey
$5.25M +$146K +1,505 +3%
UOTTAIMCU
299
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.24M +$29.2K +302 +0.5%
Tudor Investment Corp
300
Tudor Investment Corp
Connecticut
$5.2M +$5.46M +56,402 New

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.