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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
PWP
376
Principle Wealth Partners
Connecticut
$3.22M +$374K +3,865 +12%
SWM
377
SpringVest Wealth Management
Texas
$3.2M +$3.36M +34,735 New
TIAA Trust, National Association
378
TIAA Trust, National Association
North Carolina
$3.19M +$182K +1,885 +6%
EWA
379
Exencial Wealth Advisors
Oklahoma
$3.18M -$52.4K -541 -2%
AssetMark Inc
380
AssetMark Inc
California
$3.17M -$210K -2,174 -6%
PA
381
Pinnacle Associates
New York
$3.17M -$618K -6,385 -16%
IIM
382
INTECH Investment Management
Florida
$3.12M -$1.34M -13,842 -29%
OAM
383
Oppenheimer Asset Management
New York
$3.11M +$684K +7,066 +26%
CA
384
Cornerstone Advisors
North Carolina
$3.06M
PCIA
385
Prime Capital Investment Advisors
Kansas
$3.06M +$310K +3,207 +11%
HIMCH
386
Hartford Investment Management Co (HIMCO)
Connecticut
$3.03M -$49.1K -507 -2%
CIMLRA
387
CBRE Investment Management Listed Real Assets
Pennsylvania
$3.01M +$3.16M +32,620 New
JGCM
388
Joseph Group Capital Management
Ohio
$2.97M +$718K +7,417 +30%
WP
389
Woodline Partners
California
$2.95M +$3.1M +31,983 New
PAM
390
Panagora Asset Management
Massachusetts
$2.93M -$506K -5,228 -14%
RB
391
Rodgers Brothers
Pennsylvania
$2.92M +$2.67M +27,614 +682%
EFIC
392
Eliot Finkel Investment Counsel
California
$2.92M -$8.71K -90 -0.3%
WTC
393
WhitTier Trust Company
Nevada
$2.87M +$23.9K +247 +0.8%
HFS
394
Hantz Financial Services
Michigan
$2.85M -$60.2K -622 -2%
OA
395
Oxbow Advisors
Texas
$2.82M +$2.96M +30,622 New
ACG
396
Allen Capital Group
Nebraska
$2.82M +$2.07M +21,388 +232%
EC
397
Enhancing Capital
Pennsylvania
$2.79M +$2.93M +30,300 New
CCG
398
Cypress Capital Group
Florida
$2.78M -$105K -1,083 -3%
D.E. Shaw & Co
399
D.E. Shaw & Co
New York
$2.77M +$1.69M +17,430 +138%
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.76M +$154K +1,592 +6%

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.