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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
PBK
951
Peoples Bank (Kansas)
Kansas
$358K +$48.4K +500 +15%
NIM
952
Northeast Investment Management
Massachusetts
$357K
CGL
953
Clarius Group LLC
Washington
$357K -$19K -196 -5%
HFW
954
Horizon Family Wealth
Illinois
$357K +$9.1K +94 +2%
CT
955
Caldwell Trust
Florida
$357K -$29.6K -306 -7%
CI
956
Conning Inc
Connecticut
$356K -$6.68K -69 -2%
BOJHT
957
Bank of Jackson Hole Trust
Wyoming
$356K +$374K +3,861 New
CIAS
958
Capital Investment Advisory Services
North Carolina
$356K -$63.9K -660 -15%
JIC
959
Joel Isaacson & Co
New York
$356K
GWM
960
Gray Wealth Management
Maine
$354K +$484 +5 +0.1%
ASC
961
Atalanta Sosnoff Capital
New York
$354K +$28.6K +296 +8%
RCA
962
Ranch Capital Advisors
Florida
$353K +$9.1K +94 +3%
GC
963
Gilbert & Cook
Iowa
$353K +$9.39K +97 +3%
BCM
964
Birmingham Capital Management
Alabama
$352K
EM
965
Excalibur Management
Massachusetts
$352K +$2.03K +21 +0.6%
KMWM
966
Keudell/Morrison Wealth Management
Oregon
$351K -$1.55K -16 -0.4%
SWM
967
Spire Wealth Management
Virginia
$350K +$7.16K +74 +2%
BFA
968
Brendel Financial Advisors
New Hampshire
$349K
1C
969
111 Capital
France
$347K +$364K +3,761 New
AGWCA
970
Annis Gardner Whiting Capital Advisors
Florida
$347K -$131K -1,350 -26%
THCM
971
Taylor Hoffman Capital Management
Virginia
$345K
AAM
972
Aureus Asset Management
Massachusetts
$343K
LC
973
Lindbrook Capital
California
$343K +$46K +475 +15%
CAM
974
Centre Asset Management
New York
$343K +$25.8K +267 +8%
AF
975
Advisornet Financial
Minnesota
$341K +$12.9K +133 +4%

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.