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
NWM
801
Northcape Wealth Management
New York
$535K
SLG
802
Stanley-Laman Group
Pennsylvania
$533K -$387 -4 -0.1%
AA
803
Advisory Alpha
Michigan
$527K +$37.7K +390 +7%
LCM
804
Liberty Capital Management
Michigan
$526K
FSA
805
Franklin Street Advisors
North Carolina
$524K
BO
806
Bank OZK
Arkansas
$520K -$26.1K -270 -5%
DAS
807
Dynamic Advisor Solutions
Arizona
$517K -$191K -1,976 -26%
SDAM
808
Shulman DeMeo Asset Management
New York
$517K -$2.03K -21 -0.4%
WC
809
Whitney & Co
New York
$516K -$48.4K -500 -8%
AUB
810
Atlantic Union Bankshares
Virginia
$510K -$24.1K -249 -4%
SCTC
811
Sanibel Captiva Trust Company
Florida
$509K +$176K +1,817 +49%
TFG
812
Taylor Financial Group
Virginia
$508K +$116K +1,200 +28%
DCM
813
Donaldson Capital Management
Indiana
$508K -$21.5K -222 -4%
AP
814
Atwood & Palmer
Missouri
$507K
CK
815
Cohen Klingenstein
New York
$507K
GIA
816
Gladstone Institutional Advisory
Florida
$503K +$9.68K +100 +2%
SIA
817
Schechter Investment Advisors
Michigan
$500K -$28.4K -293 -5%
CI
818
Cigna Investments
Connecticut
$500K
CSB
819
City State Bank
Iowa
$499K
CWS
820
Confluence Wealth Services
Pennsylvania
$497K
VT
821
Vise Technologies
New York
$493K +$156K +1,617 +43%
CCWM
822
Cassaday & Co Wealth Management
Virginia
$491K -$33.7K -348 -6%
RIL
823
Rothschild Investment LLC
Illinois
$489K +$29.4K +304 +6%
CIAS
824
CFS Investment Advisory Services
New Jersey
$489K +$77.3K +799 +18%
BTI
825
Blue Trust Inc
Georgia
$488K -$176K -1,821 -26%

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.