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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
SC
326
Savant Capital
Illinois
$4.22M -$7.84K -81 -0.2%
Focus Partners Wealth
327
Focus Partners Wealth
Massachusetts
$4.22M +$1.13M +11,669 +34%
Wealthfront Advisers
328
Wealthfront Advisers
California
$4.21M +$664K +6,863 +18%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$4.21M +$6.77K +70 +0.2%
BC
330
Brookfield Corp
Ontario, Canada
$4.2M +$782K +8,078 +22%
KPWS
331
Kestra Private Wealth Services
Texas
$4.1M -$106K -1,098 -2%
OC
332
Oppenheimer & Co
New York
$4.07M -$43.8K -453 -1%
KBC Group
333
KBC Group
Belgium
$4.02M
AMG
334
Advisors Management Group
Wisconsin
$4.01M -$11.3K -117 -0.3%
PAI
335
Pittenger & Anderson Inc
Nebraska
$3.95M +$12.6K +130 +0.3%
TI
336
TrueMark Investments
Illinois
$3.94M +$338K +3,488 +9%
Balyasny Asset Management
337
Balyasny Asset Management
Illinois
$3.93M -$995K -10,284 -19%
Kovitz Investment Group Partners
338
Kovitz Investment Group Partners
Illinois
$3.92M +$3.15M +32,518 +327%
GIBU
339
Gulf International Bank (UK)
United Kingdom
$3.88M -$44.3K -458 -1%
MIA
340
MainStreet Investment Advisors
Illinois
$3.87M -$47.3K -489 -1%
Verition Fund Management
341
Verition Fund Management
Connecticut
$3.82M -$1.45M -14,945 -27%
PCA
342
Providence Capital Advisors
North Carolina
$3.8M +$13.9K +144 +0.4%
EF
343
Empowered Funds
Pennsylvania
$3.8M +$19.8K +205 +0.5%
VWM
344
Valley Wealth Managers
New Jersey
$3.78M -$469K -4,845 -11%
MCM
345
MAI Capital Management
Ohio
$3.77M +$2.41M +24,950 +156%
RIA
346
Regal Investment Advisors
Michigan
$3.77M -$132K -1,360 -3%
FT
347
Fiduciary Trust
Massachusetts
$3.76M +$64.8K +670 +2%
EMPI
348
Elo Mutual Pension Insurance
Finland
$3.68M +$3.86M +39,923 New
AOWM
349
Alpha Omega Wealth Management
Virginia
$3.68M -$8.42K -87 -0.2%
MGP
350
Metis Global Partners
California
$3.67M +$188K +1,945 +5%

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.