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
OFG
651
Oxford Financial Group
Indiana
$889K -$2.13K -22 -0.2%
HSA
652
HBK Sorce Advisory
Pennsylvania
$887K +$124K +1,277 +15%
ACP
653
Aviance Capital Partners
Florida
$884K -$6K -62 -0.6%
CAM
654
Cresset Asset Management
Illinois
$880K -$2.82M -29,136 -75%
CAM
655
Columbia Asset Management
Michigan
$876K +$12.4K +128 +1%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$869K -$44.2K -457 -5%
C
657
Croban
Ohio
$861K +$903K +9,331 New
HWA
658
HMV Wealth Advisors
Louisiana
$860K +$902K +9,325 New
KFGK
659
Keystone Financial Group (Kentucky)
Kentucky
$854K +$18.8K +194 +2%
GSWM
660
Golden State Wealth Management
California
$852K +$894K +9,236 New
WFM
661
Wolff Financial Management
Michigan
$842K
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$842K
SCI
663
Stableford Capital II
Arizona
$839K -$9.48K -98 -1%
CA
664
Clearstead Advisors
Ohio
$837K +$18.4K +190 +2%
TL
665
Tradewinds LLC
North Carolina
$827K -$8.9K -92 -1%
LOIP
666
Live Oak Investment Partners
Texas
$826K
FHA
667
Flagship Harbor Advisors
Massachusetts
$820K -$5.71K -59 -0.7%
SW
668
SVB Wealth
Massachusetts
$819K +$859K +8,881 New
RGF
669
Retirement Guys Formula
Ohio
$810K +$100K +1,034 +13%
BB
670
Busey Bank
Illinois
$809K -$29.7K -307 -3%
SPC
671
Sigma Planning Corp
Michigan
$808K -$174K -1,794 -17%
KRSITF
672
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$807K +$145K +1,501 +10%
AAG
673
Armstrong Advisory Group
Massachusetts
$806K -$6.29K -65 -0.7%
CIC
674
Carnegie Investment Counsel
Ohio
$803K +$309K +3,193 +58%
PSB
675
Passumpsic Savings Bank
Vermont
$802K -$20.4K -211 -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.