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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
TCM
726
Twin Capital Management
Pennsylvania
$690K -$23.2K -240 -3%
EFMC
727
Empire Financial Management Company
New York
$689K
SSA
728
Sierra Summit Advisors
Nevada
$683K +$72.5K +749 +11%
TC
729
TwinBeech Capital
New York
$681K -$45M -464,670 -98%
AFG
730
Atomi Financial Group
New York
$676K -$130K -1,339 -15%
CWM
731
Congress Wealth Management
Massachusetts
$675K +$709K +7,322 New
CA
732
Cornerstone Advisory
Maryland
$674K +$57.7K +596 +10%
PWW
733
Pettyjohn Wood & White
Virginia
$673K +$387 +4 +0.1%
EI
734
Ethic Inc
New York
$666K +$699K +7,224 New
BCMO
735
Buckingham Capital Management (Ohio)
Ohio
$665K -$31.1K -321 -4%
AAP
736
Arax Advisory Partners
Colorado
$663K +$565K +5,843 +435%
MA
737
MKT Advisors
California
$662K -$28.8K -298 -4%
SAM
738
Seelaus Asset Management
New Jersey
$662K +$29K +300 +4%
HPC
739
HM Payson & Co
Maine
$660K -$2.52K -26 -0.4%
HDA
740
Harold Davidson & Associates
California
$660K +$692K +7,152 New
LA
741
Legacy Advisors
Pennsylvania
$657K -$97 -1 -0%
GBT
742
Grove Bank & Trust
Florida
$654K +$558K +5,771 +437%
SWP
743
Sagespring Wealth Partners
Tennessee
$651K +$683K +7,061 New
CC
744
Chicago Capital
Illinois
$651K +$39.6K +409 +6%
PWG
745
Portside Wealth Group
Utah
$651K +$28K +289 +4%
CFG
746
Citizens Financial Group
Rhode Island
$641K +$477K +4,933 +245%
IPAM
747
ICICI Prudential Asset Management
India
$640K -$1.06K -11 -0.2%
PCA
748
Peddock Capital Advisors
Massachusetts
$637K +$19.8K +205 +3%
Luther King Capital Management (LKCM)
749
Luther King Capital Management (LKCM)
Texas
$634K -$5.03K -52 -0.8%
WG
750
Welch Group
Alabama
$633K +$1.84K +19 +0.3%

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.