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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
MWM
776
Modera Wealth Management
New Jersey
$590K +$53K +548 +9%
WHCI
777
W.H. Cornerstone Investments
Massachusetts
$590K +$293K +3,026 +90%
LHC
778
Little House Capital
Massachusetts
$590K +$619K +6,393 New
NFG
779
Nations Financial Group
Iowa
$588K -$90.2K -932 -13%
SWA
780
Stratos Wealth Advisors
Ohio
$585K -$148K -1,532 -19%
EFS
781
Essex Financial Services
Connecticut
$582K +$18.6K +192 +3%
CF
782
Clarity Financial
Texas
$579K -$33.7K -348 -5%
WPC
783
Wedmont Private Capital
Pennsylvania
$576K +$108K +1,111 +22%
GVAG
784
Great Valley Advisor Group
Delaware
$576K -$39.9K -412 -6%
GWA
785
Gibson Wealth Advisors
Texas
$576K
NRS
786
Neville Rodie & Shaw
New York
$576K
PPW
787
Parcion Private Wealth
Washington
$575K
CB
788
Cadence Bank
Mississippi
$575K -$123K -1,274 -17%
SAG
789
SageView Advisory Group
California
$574K -$44K -455 -7%
GRP
790
Global Retirement Partners
California
$572K +$43K +444 +8%
BCP
791
Blue Chip Partners
Michigan
$572K -$59.6K -616 -9%
WSFS
792
Wilmington Savings Fund Society
Delaware
$568K +$41.1K +425 +7%
PMA
793
Prudent Man Advisors
Illinois
$567K -$79.4K -820 -12%
MPPLM
794
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$565K +$50.8K +525 +9%
DT
795
Diversified Trust
Tennessee
$563K +$46.3K +478 +8%
FLI
796
Family Legacy Inc
South Carolina
$543K -$12K -124 -2%
FTWA
797
Fifth Third Wealth Advisors
Ohio
$543K +$48.5K +501 +9%
SFI
798
Siemens Fonds Invest
Germany
$542K +$158K +1,634 +39%
AWA
799
Arete Wealth Advisors
Illinois
$538K +$111K +1,147 +24%
SMG
800
Smart Money Group
Texas
$537K +$5.32K +55 +1%

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.