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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
CFO
701
Callan Family Office
Pennsylvania
$735K +$771K +7,966 New
ECA
702
Elevated Capital Advisors
Utah
$734K -$2.71K -28 -0.4%
AIA
703
Affinity Investment Advisors
California
$732K -$196K -2,030 -20%
SMC
704
Smith, Moore & Co
Missouri
$731K -$13.6K -141 -2%
CG
705
Caprock Group
Idaho
$731K +$64.8K +670 +9%
CAG
706
Crestwood Advisors Group
Massachusetts
$730K +$70.5K +729 +10%
CP
707
Cornerstone Planning
North Carolina
$728K +$763K +7,889 New
PCM
708
Parsons Capital Management
Rhode Island
$725K +$271K +2,800 +55%
MSA
709
MUFG Securities Americas
New York
$725K +$761K +7,863 New
PA
710
Parallel Advisors
California
$725K +$7.36K +76 +1%
HH
711
Hilltop Holdings
Texas
$723K -$66.8K -690 -8%
CIP
712
Capital Insight Partners
Arizona
$714K +$750K +7,745 New
CAI
713
Capital Advisors Inc
Oklahoma
$713K +$43.4K +448 +6%
PP
714
PDS Planning
Ohio
$712K +$774 +8 +0.1%
HT
715
Heritage Trust
Oklahoma
$709K +$744K +7,692 New
PA
716
Procyon Advisors
Connecticut
$708K -$22.9K -237 -3%
1IA
717
1834 Investment Advisors
Wisconsin
$707K -$21.7K -224 -3%
FCM
718
Fourpath Capital Management
Oklahoma
$704K -$13.4K -138 -2%
NCM
719
Next Capital Management
New York
$703K
PA
720
PharVision Advisers
Florida
$698K +$733K +7,572 New
EFM
721
E Fund Management
China
$698K +$176K +1,821 +32%
PA
722
Prossimo Advisors
California
$697K -$6.87K -71 -0.9%
FIA
723
Foundations Investment Advisors
Arizona
$695K +$56.8K +587 +8%
ATIA
724
American Trust Investment Advisors
New Hampshire
$694K +$171K +1,770 +31%
BNP Paribas Asset Management
725
BNP Paribas Asset Management
France
$693K -$8M -82,642 -92%

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.