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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
William Blair & Company
351
William Blair & Company
Illinois
$3.65M +$64.2K +663 +2%
CCT
352
Capital City Trust
Florida
$3.65M -$33.7K -348 -0.9%
TRSOTSOK
353
Teachers Retirement System of the State of Kentucky
Kentucky
$3.64M
UB
354
UMB Bank
Missouri
$3.63M -$133K -1,370 -3%
Envestnet Portfolio Solutions
355
Envestnet Portfolio Solutions
Illinois
$3.62M -$2.36M -24,423 -38%
HC
356
Hendley & Co
Ohio
$3.62M +$87.2K +901 +2%
AWM
357
Axxcess Wealth Management
California
$3.61M +$198K +2,042 +5%
SGI
358
Summit Global Investments
Utah
$3.61M +$2.44M +25,178 +181%
CB
359
Community Bank
New York
$3.54M -$16.9K -175 -0.5%
AWS
360
Atria Wealth Solutions
New York
$3.52M +$285K +2,942 +8%
DADC
361
D.A. Davidson & Co
Montana
$3.52M -$97.8K -1,011 -3%
MFIM
362
Mesirow Financial Investment Management
Illinois
$3.5M -$51.5K -532 -1%
Bessemer Group
363
Bessemer Group
New Jersey
$3.49M +$112K +1,155 +3%
GCM
364
Garland Capital Management
Washington
$3.44M -$29K -300 -0.8%
MCB
365
Morton Community Bank
Illinois
$3.42M +$56.2K +581 +2%
JWM
366
Jeppson Wealth Management
California
$3.37M -$76.2K -787 -2%
KRS
367
Kentucky Retirement Systems
Kentucky
$3.37M -$48.7K -503 -1%
SCM
368
Sterling Capital Management
North Carolina
$3.37M +$961K +9,935 +37%
NSIM
369
North Star Investment Management
Illinois
$3.36M -$37.5K -388 -1%
Axa
370
Axa
France
$3.34M -$405K -4,182 -10%
HWM
371
HB Wealth Management
Georgia
$3.31M +$459K +4,741 +15%
RC
372
Randolph Company
Ohio
$3.3M -$2.61K -27 -0.1%
IAA
373
Independent Advisor Alliance
North Carolina
$3.27M +$542K +5,603 +19%
TI
374
Trexquant Investment
Connecticut
$3.26M +$3.42M +35,327 New
CSP
375
Cary Street Partners
Virginia
$3.23M +$3.39M +35,022 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.