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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
PA
551
Probity Advisors
Texas
$1.29M +$107K +1,102 +9%
NAM
552
NTV Asset Management
West Virginia
$1.29M -$30.5K -315 -2%
PWM
553
Perigon Wealth Management
California
$1.28M +$13.4K +138 +1%
FCB
554
First County Bank
Connecticut
$1.28M -$138K -1,429 -9%
MFG
555
Merit Financial Group
Georgia
$1.26M +$766K +7,918 +137%
BOPW
556
Brandywine Oak Private Wealth
Pennsylvania
$1.26M -$30.6K -316 -2%
PAM
557
Paradigm Asset Management
New York
$1.25M +$38.7K +400 +3%
HCM
558
Hodges Capital Management
Texas
$1.25M -$211K -2,178 -14%
SOAMC
559
Spirit of America Management Corp
New York
$1.24M +$237K +2,450 +22%
HCM
560
Huber Capital Management
California
$1.24M -$563K -5,818 -30%
VFA
561
Valeo Financial Advisors
Indiana
$1.24M -$24.3K -251 -2%
TPA
562
Trivium Point Advisory
Connecticut
$1.23M -$37.2K -384 -3%
MOS
563
MGO One Seven
Ohio
$1.23M -$6.29K -65 -0.5%
TA
564
TKG Advisors
Indiana
$1.23M -$14.9K -154 -1%
QI
565
Qtron Investments
Massachusetts
$1.22M
NP
566
Ninepoint Partners
Ontario, Canada
$1.22M +$276K +2,848 +28%
YIH
567
Y-Intercept (HK)
Hong Kong
$1.22M -$4.02M -41,501 -76%
IWM
568
IHT Wealth Management
Illinois
$1.21M -$639K -6,604 -33%
TF
569
Tudor Financial
Ohio
$1.21M +$16K +165 +1%
FIM
570
Freedom Investment Management
Connecticut
$1.21M +$81.6K +843 +7%
CWP
571
Cyndeo Wealth Partners
Florida
$1.2M +$39.9K +412 +3%
OTPPB
572
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.19M +$1.25M +12,935 New
BBHC
573
Brown Brothers Harriman & Co
New York
$1.18M +$19.1K +197 +2%
WBC
574
Westpac Banking Corp
Australia
$1.17M +$1.23M +12,700 New
JHCP
575
Jackson Hole Capital Partners
Oklahoma
$1.17M -$504K -5,211 -29%

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.