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
BFC
926
Bedel Financial Consulting
Indiana
$384K -$387 -4 -0.1%
HWMO
927
Heritage Wealth Management (Ohio)
Ohio
$379K
CAM
928
Cidel Asset Management
Ontario, Canada
$379K
LWP
929
LMG Wealth Partners
Louisiana
$378K +$106K +1,096 +37%
LWL
930
Leo Wealth LLC
Texas
$375K -$1.94K -20 -0.5%
NW
931
NewEdge Wealth
Pennsylvania
$374K -$20.9K -216 -5%
RAG
932
RIA Advisory Group
Iowa
$374K +$393K +4,056 New
VWMG
933
Virginia Wealth Management Group
Virginia
$373K -$1.35K -14 -0.3%
MWM
934
Modern Wealth Management
Kansas
$373K +$58.8K +608 +18%
MWM
935
Mattern Wealth Management
Kansas
$373K
PIM
936
Penobscot Investment Management
Massachusetts
$373K
AWE
937
Avidian Wealth Enterprises
Texas
$372K +$391K +4,036 New
CA
938
Continuum Advisory
Idaho
$372K +$3.77K +39 +1%
YP
939
YANKCOM Partnership
South Dakota
$372K +$390K +4,029 New
DI
940
DAGCO Inc
Ohio
$371K -$13K -134 -3%
MSA
941
Marathon Strategic Advisors
Pennsylvania
$371K -$291K -3,005 -43%
IFG
942
Independent Financial Group
California
$370K -$25.5K -263 -6%
BHPW
943
Beverly Hills Private Wealth
California
$367K -$12K -124 -3%
ARG
944
Advisory Resource Group
Oklahoma
$365K -$186K -1,926 -33%
SAM
945
Smartleaf Asset Management
Massachusetts
$363K +$77.6K +802 +26%
RA
946
RFG Advisory
Alabama
$361K +$145K +1,494 +62%
SEP
947
Southland Equity Partners
Missouri
$361K +$20.3K +210 +6%
EWM
948
Evercore Wealth Management
New York
$361K +$4.45K +46 +1%
CS
949
Cannell & Spears
New York
$360K -$204K -2,103 -35%
PP
950
Pacifica Partners
Canada
$360K -$40.2K -415 -10%

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.