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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
PAS
401
Park Avenue Securities
New York
$2.76M +$214K +2,208 +8%
SF
402
Summit Financial
New Jersey
$2.74M +$907K +9,367 +46%
CA
403
CoreCap Advisors
Michigan
$2.74M +$2.34M +24,207 +442%
Robeco Institutional Asset Management
404
Robeco Institutional Asset Management
Netherlands
$2.7M -$959K -9,905 -25%
BRWA
405
B. Riley Wealth Advisors
Florida
$2.69M -$175K -1,812 -6%
HFM
406
Harvest Fund Management
China
$2.67M +$200K +2,068 +7%
SCM
407
Seascape Capital Management
New Hampshire
$2.67M +$2.81M +28,993 New
RWM
408
Rockline Wealth Management
New York
$2.67M +$205K +2,119 +8%
IWC
409
Integrated Wealth Concepts
Massachusetts
$2.65M -$29.8K -308 -1%
NA
410
NewEdge Advisors
Louisiana
$2.64M +$250K +2,588 +10%
SAM
411
Securian Asset Management
Minnesota
$2.64M -$69.1K -714 -2%
MSRPS
412
Maryland State Retirement & Pension System
Maryland
$2.6M -$192K -1,980 -7%
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$2.59M +$2.52K +26 +0.1%
NEAM
414
New England Asset Management
Connecticut
$2.59M -$495K -5,120 -15%
AM
415
AGF Management
Ontario, Canada
$2.58M -$1.48M -15,337 -35%
AG
416
Ascent Group
Virginia
$2.57M +$9.87K +102 +0.4%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$2.57M +$138K +1,426 +5%
HWAM
418
Hennion & Walsh Asset Management
New Jersey
$2.54M +$1.05M +10,823 +65%
FBT
419
First Bank & Trust
South Dakota
$2.51M -$348K -3,592 -12%
GGA
420
Granite Group Advisors
Connecticut
$2.49M -$60.1K -621 -2%
1SB
421
1ST Source Bank
Indiana
$2.48M -$14.8K -153 -0.6%
SSWM
422
Smith Salley Wealth Management
North Carolina
$2.47M +$4.16K +43 +0.2%
WPP
423
Whalerock Point Partners
Rhode Island
$2.46M -$16K -165 -0.6%
BAM
424
Berkshire Asset Management
Pennsylvania
$2.45M -$350K -3,612 -13%
SA
425
Strategic Advisors
New York
$2.45M +$54.2K +560 +2%

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.