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
EAM
851
Everstar Asset Management
North Carolina
$459K -$181K -1,873 -27%
AFW
852
Avantra Family Wealth
Pennsylvania
$458K +$480K +4,961 New
SS
853
Sunbelt Securities
Texas
$456K +$125K +1,296 +35%
PWAM
854
Pinnacle West Asset Management
Wyoming
$452K
IIC
855
Ironwood Investment Counsel
Arizona
$452K -$40.3K -416 -8%
SSB
856
Sandy Spring Bank
Maryland
$452K -$78.9K -815 -14%
BOS
857
Bank of Stockton
California
$451K -$33.4K -345 -7%
FC
858
FORA Capital
Florida
$451K +$473K +4,891 New
ATS
859
Ashton Thomas Securities
New York
$450K +$46.9K +485 +11%
ES
860
Eagle Strategies
New York
$450K +$11.5K +119 +2%
FAIM
861
Financial Advocates Investment Management
Washington
$449K -$177K -1,831 -27%
WIM
862
WealthPlan Investment Management
Nebraska
$447K +$4.55K +47 +1%
FFN
863
Focus Financial Network
Minnesota
$447K +$28.5K +295 +6%
DJSG
864
D.J. St. Germain
Massachusetts
$446K +$150K +1,551 +47%
AC
865
Avestar Capital
New York
$446K +$14.9K +154 +3%
KCPG
866
Kavar Capital Partners Group
Kansas
$445K
CWA
867
Centennial Wealth Advisory
Michigan
$443K +$51.8K +535 +13%
BOH
868
Bank of Hawaii
Hawaii
$443K -$7.45K -77 -2%
4WM
869
44 Wealth Management
Oregon
$443K -$237K -2,450 -34%
CPIA
870
Cornell Pochily Investment Advisors
New York
$442K -$6.48K -67 -1%
HR
871
Howe & Rusling
New York
$441K -$69.3K -716 -13%
FOFP
872
Fee-Only Financial Planning
South Carolina
$440K
FBB
873
Fulton Breakefield Broenniman
Maryland
$440K +$8.03K +83 +2%
EGM
874
Engineers Gate Manager
New York
$439K -$10.7M -110,276 -96%
MSWM
875
McGlone Suttner Wealth Management
Wisconsin
$437K -$64.5K -666 -12%

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.