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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
HNWAG
826
High Net Worth Advisory Group
Florida
$487K -$116K -1,200 -19%
AWM
827
Aberdeen Wealth Management
Illinois
$487K -$14.5K -150 -3%
EWM
828
Empirical Wealth Management
Washington
$487K +$20.1K +208 +4%
SFS
829
Summit Financial Strategies
Ohio
$486K +$33.1K +342 +7%
PS
830
Principal Securities
Iowa
$485K +$97K +1,002 +24%
BWM
831
BKM Wealth Management
Wisconsin
$484K +$2.52K +26 +0.5%
LA
832
LexAurum Advisors
Kansas
$483K +$53.3K +551 +12%
JIP
833
Jaffetilchin Investment Partners
Florida
$477K -$3.19K -33 -0.6%
IHL
834
Investment House LLC
California
$476K
NPT
835
Nixon Peabody Trust
Massachusetts
$475K +$33.7K +348 +7%
FB
836
Finward Bancorp
Indiana
$475K +$498K +5,145 New
ACM
837
Argyle Capital Management
Pennsylvania
$473K +$80.3K +830 +19%
OFS
838
OneAscent Financial Services
Alabama
$472K +$111K +1,143 +29%
GL
839
Graypoint LLC
New York
$471K +$3.48K +36 +0.7%
SAI
840
Savvy Advisors Inc
New York
$470K +$78.9K +815 +19%
WP
841
WMS Partners
Maryland
$464K +$3.48K +36 +0.7%
PTP
842
Platform Technology Partners
New York
$464K -$6.1K -63 -1%
FCM
843
Fire Capital Management
California
$464K +$486K +5,027 New
CWM
844
Cornerstone Wealth Management
Missouri
$463K -$7.26K -75 -1%
LODC
845
Lanham O'Dell & Company
West Virginia
$463K +$3.77K +39 +0.8%
RAM
846
Roanoke Asset Management
New Jersey
$463K
MWM
847
Meridian Wealth Management
Kentucky
$463K +$5.81K +60 +1%
FCBT
848
First Citizens Bank & Trust
North Carolina
$459K -$2.68M -27,738 -85%
CIA
849
Cohen Investment Advisors
New Hampshire
$459K +$12.7K +131 +3%
TBA
850
Tower Bridge Advisors
Pennsylvania
$459K +$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.