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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
BPC
301
Bearing Point Capital
Minnesota
$5.19M +$5.45M +56,286 New
VI
302
Vestcor Inc
New Brunswick, Canada
$5.16M -$295K -3,052 -5%
CIA
303
Capital Investment Advisors
Georgia
$5.13M -$112K -1,155 -2%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$5.1M -$54.2K -560 -1%
HCMT
305
Highland Capital Management (Tennessee)
Tennessee
$5.01M -$108K -1,120 -2%
M
306
MOTCO
Texas
$4.96M -$51.2K -529 -1%
KAS
307
Kestra Advisory Services
Texas
$4.92M -$276K -2,857 -5%
TRCT
308
Tower Research Capital (TRC)
New York
$4.89M +$1.72M +17,773 +50%
Pathstone Holdings
309
Pathstone Holdings
New Jersey
$4.88M +$48.1K +497 +0.9%
EA
310
Ellsworth Advisors
Ohio
$4.87M +$5.11M +52,778 New
KeyBank National Association
311
KeyBank National Association
Ohio
$4.75M -$4.64K -48 -0.1%
HWM
312
Hohimer Wealth Management
Washington
$4.67M +$61.5K +636 +1%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$4.66M -$19K -196 -0.4%
MSU
314
Mizuho Securities USA
New York
$4.66M +$1.55M +15,970 +46%
SC
315
Sagefield Capital
Texas
$4.65M +$1.14M +11,777 +30%
TC
316
TownSquare Capital
Utah
$4.6M +$308K +3,181 +7%
SPIA
317
Steward Partners Investment Advisory
New York
$4.58M +$388K +4,005 +9%
Man Group
318
Man Group
United Kingdom
$4.57M -$36.3M -375,246 -88%
TW
319
Trajan Wealth
Arizona
$4.48M +$233K +2,408 +5%
DIA
320
Dean Investment Associates
Ohio
$4.37M -$76.4K -789 -2%
GP
321
Guardian Partners
Canada
$4.37M +$4.58M +47,351 New
RBC
322
Romano Brothers & Co
Illinois
$4.36M -$38.7K -400 -0.8%
BCI
323
Brinker Capital Investments
Pennsylvania
$4.33M +$206K +2,129 +5%
OPS
324
Orion Portfolio Solutions
Nebraska
$4.33M +$206K +2,129 +5%
Citadel Advisors
325
Citadel Advisors
Florida
$4.25M -$2.27M -23,477 -34%

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.