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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
TWM
751
Trueblood Wealth Management
Ohio
$630K -$28.5K -294 -4%
ADBIC
752
A.D. Beadell Investment Counsel
Wisconsin
$628K
GLLW
753
Graves Light Lenhart Wealth
Virginia
$626K
CCA
754
Checchi Capital Advisers
California
$623K -$10.3K -106 -2%
PCMF
755
Private Capital Management (Florida)
Florida
$623K
KIA
756
KCM Investment Advisors
California
$622K +$34.2K +353 +6%
TT
757
TI-Trust
Illinois
$619K -$11.9K -123 -2%
GPA
758
Garrison Point Advisors
California
$619K -$1.45K -15 -0.2%
PIA
759
Powell Investment Advisors
Florida
$619K
AFT
760
Alpha Family Trust
California
$613K
PPWP
761
Premier Path Wealth Partners
New Jersey
$613K +$58.3K +602 +10%
SC
762
SouthState Corp
Florida
$610K +$9.87K +102 +2%
QCG
763
Quadrant Capital Group
Ohio
$609K -$3.77K -39 -0.6%
KCIC
764
Kuhn & Co Investment Counsel
Illinois
$606K
FFA
765
Farther Finance Advisors
California
$605K -$66.2K -684 -9%
AO
766
Advisor OS
Illinois
$604K +$33.5K +346 +6%
TTWM
767
TCV Trust & Wealth Management
Virginia
$604K -$1.94K -20 -0.3%
BFS
768
Bard Financial Services
Connecticut
$602K -$60.5K -625 -9%
RCAG
769
Rehmann Capital Advisory Group
Michigan
$602K +$25.5K +264 +4%
MMM
770
Mendel Money Management
Illinois
$599K +$5.81K +60 +0.9%
BTC
771
Bank & Trust Company
Illinois
$599K -$27.5K -284 -4%
IA
772
IFP Advisors
Florida
$595K -$1.2M -12,437 -66%
DP
773
Dearborn Partners
Illinois
$594K +$18.8K +194 +3%
WWM
774
Western Wealth Management
Colorado
$592K -$808K -8,346 -57%
SIG
775
Stonegate Investment Group
Alabama
$592K -$42K -434 -6%

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.