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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
FLPIM
476
F.L. Putnam Investment Management
Massachusetts
$1.87M +$87.9K +908 +5%
FHB
477
First Hawaiian Bank
Hawaii
$1.86M +$515K +5,324 +36%
VI
478
Versor Investments
New York
$1.83M +$715K +7,387 +59%
BPA
479
Beacon Pointe Advisors
California
$1.82M -$59.1K -611 -3%
RLH
480
RD Lewis Holdings
Florida
$1.81M +$1.74M +18,011 New
JPWM
481
Jamison Private Wealth Management
Georgia
$1.79M -$5.03K -52 -0.3%
PFA
482
Pathway Financial Advisers
Indiana
$1.79M +$8.71K +90 +0.5%
GI
483
GS Investments
Minnesota
$1.79M -$195K -2,020 -9%
SDIC
484
South Dakota Investment Council
South Dakota
$1.78M
IB
485
Intrust Bank
Kansas
$1.77M -$4.55K -47 -0.2%
BCM
486
Bayesian Capital Management
New York
$1.76M -$1.74M -18,000 -49%
BMSSC
487
B. Metzler seel. Sohn & Co
Germany
$1.75M +$125K +1,290 +7%
Lido Advisors
488
Lido Advisors
California
$1.74M +$396K +4,095 +28%
UCFA
489
United Capital Financial Advisors
Texas
$1.72M -$40.9K -423 -2%
FB
490
Fulton Bank
Pennsylvania
$1.72M -$76K -785 -4%
TCOT
491
Trust Company of Toledo
Ohio
$1.72M +$690K +7,131 +62%
MYAM
492
Meiji Yasuda Asset Management
Japan
$1.71M +$33.9K +350 +2%
BFG
493
Bleakley Financial Group
New Jersey
$1.71M +$94.6K +977 +6%
AWG
494
Altus Wealth Group
Colorado
$1.7M -$23K -238 -1%
CFS
495
Commonwealth Financial Services
West Virginia
$1.69M -$35.2K -364 -2%
AA
496
ABC Arbitrage
France
$1.65M +$1.73M +17,916 New
JWCA
497
J.W. Cole Advisors
Florida
$1.65M -$4.26K -44 -0.2%
QIM
498
Quantitative Investment Management
Virginia
$1.64M +$1.72M +17,822 New
MIC
499
Meridian Investment Counsel
California
$1.64M +$660K +6,825 +63%
EF
500
Empirical Finance
Pennsylvania
$1.62M -$20.9K -216 -1%

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.