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
PPP
876
Private Portfolio Partners
New Jersey
$436K
APIM
877
Agate Pass Investment Management
Washington
$434K +$455K +4,705 New
GCM
878
Gables Capital Management
Florida
$433K +$115K +1,193 +34%
NB
879
Northwest Bancshares
Pennsylvania
$431K -$11.1K -115 -2%
BAM
880
Blueshift Asset Management
New Jersey
$430K -$62K -641 -12%
CIG
881
Cascade Investment Group
Colorado
$427K +$228K +2,357 +104%
ITIM
882
Indiana Trust & Investment Management
Indiana
$424K -$64.5K -666 -13%
NP
883
NorthRock Partners
Minnesota
$424K +$15.7K +162 +4%
CCA
884
Cobblestone Capital Advisors
New York
$423K -$677 -7 -0.2%
AMIM
885
Aull & Monroe Investment Management
Alabama
$422K
Fisher Asset Management
886
Fisher Asset Management
Washington
$421K +$66.2K +684 +18%
RPC
887
Rossmore Private Capital
Connecticut
$420K
JCM
888
J2 Capital Management
Michigan
$419K +$440K +4,548 New
CIA
889
Choate Investment Advisors
Massachusetts
$419K +$440K +4,545 New
FRM
890
Fox Run Management
Connecticut
$419K -$225K -2,320 -34%
CWM
891
Crowley Wealth Management
Delaware
$419K +$439K +4,540 New
CB
892
Centennial Bank
Arkansas
$419K
DFCM
893
Dark Forest Capital Management
Puerto Rico
$418K +$9.97K +103 +2%
BIM
894
Bridges Investment Management
Nebraska
$418K -$3.39K -35 -0.8%
AIM
895
Avity Investment Management
Connecticut
$417K +$14.5K +150 +3%
BIA
896
Barry Investment Advisors
Massachusetts
$416K -$22.9K -237 -5%
SYBT
897
Stock Yards Bank & Trust
Kentucky
$416K -$66.8K -690 -13%
KPPF
898
Klein Pavlis & Peasley Financial
California
$415K -$5.32K -55 -1%
LSAG
899
Lake Street Advisors Group
New Hampshire
$415K +$49.6K +513 +13%
PFBT
900
Parkside Financial Bank & Trust
Missouri
$414K +$1.26K +13 +0.3%

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.