We are live on ! Find out more
AEP icon

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
UBS Group
26
UBS Group
Switzerland
$318M -$33.7M -347,782 -9%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$310M -$38.5M -397,758 -11%
Charles Schwab
28
Charles Schwab
California
$303M +$9.84M +101,691 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$293M +$7.12M +73,545 +2%
Amundi
30
Amundi
France
$251M -$55.3M -571,563 -17%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$244M -$408M -4,216,006 -61%
JP Morgan Chase
32
JP Morgan Chase
New York
$243M -$42.3M -437,041 -14%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$232M -$120M -1,239,394 -33%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$222M -$2.73M -28,224 -1%
Raymond James Financial
35
Raymond James Financial
Florida
$221M +$232M +2,395,993 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$197M +$17.1M +176,581 +9%
UBS AM
37
UBS AM
Illinois
$181M -$3.94M -40,758 -2%
Barclays
38
Barclays
United Kingdom
$166M -$43M -444,687 -20%
First Trust Advisors
39
First Trust Advisors
Illinois
$152M +$11.3M +116,977 +8%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$149M +$8.83M +91,244 +6%
Swiss National Bank
41
Swiss National Bank
Switzerland
$139M -$5.94M -61,400 -4%
Capital Research Global Investors
42
Capital Research Global Investors
California
$133M +$299K +3,090 +0.2%
National Pension Service
43
National Pension Service
South Korea
$132M -$9.42M -97,292 -6%
AP
44
Antipodes Partners
Australia
$128M +$65.2M +673,644 +95%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$122M +$537K +5,552 +0.4%
Cohen & Steers
46
Cohen & Steers
New York
$122M +$128M +1,318,499 New
Russell Investments Group
47
Russell Investments Group
United Kingdom
$120M +$27.6M +285,383 +28%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$118M +$483K +4,994 +0.4%
Boston Partners
49
Boston Partners
Massachusetts
$115M -$23.9M -246,672 -16%
SCP
50
Soroban Capital Partners
New York
$115M -$25.5M -264,000 -17%

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.