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
KP
976
Keel Point
Alabama
$339K +$32.5K +336 +10%
VCM
977
Virtue Capital Management
Tennessee
$339K -$4.84K -50 -1%
JFGIW
978
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K +$31.4K +324 +10%
RIA
979
Richwood Investment Advisors
Ohio
$338K +$26.1K +270 +8%
VIPI
980
Vista Investment Partners II
Indiana
$338K +$354K +3,661 New
AIA
981
AssuredPartners Investment Advisors
Florida
$337K +$353K +3,649 New
IAIM
982
International Assets Investment Management
Florida
$336K -$33.7M -348,268 -99%
JGUA
983
John G. Ullman & Associates
New York
$335K -$12.2K -126 -3%
IP
984
Ignite Planners
California
$334K +$4.45K +46 +1%
AA
985
Addison Advisors
Vermont
$334K -$182K -1,884 -34%
CHC
986
City Holding Co
West Virginia
$332K -$20.5K -212 -6%
WOC
987
West Oak Capital
California
$332K
PL
988
Perpetual Ltd
Australia
$332K
IPWA
989
International Private Wealth Advisors
California
$331K +$7.55K +78 +2%
JCM
990
Jacobi Capital Management
Pennsylvania
$331K +$67.7K +700 +24%
TE
991
Tema ETFs
New York
$331K +$347K +3,584 New
HTIM
992
Harbour Trust & Investment Management
Indiana
$330K
FIM
993
Fruth Investment Management
Texas
$330K -$6.29K -65 -2%
GMA
994
Glassy Mountain Advisors
Maryland
$329K
EGA
995
E&G Advisors
Texas
$329K +$9.68K +100 +3%
APG
996
Abacus Planning Group
South Carolina
$329K -$6.68K -69 -2%
CI
997
CX Institutional
Indiana
$328K -$24.8K -256 -7%
MP
998
McDonald Partners
Ohio
$327K -$46.9K -485 -12%
PCA
999
Purkiss Capital Advisors
Connecticut
$326K +$342K +3,539 New
FFG
1000
Fiduciary Financial Group
California
$326K +$337K +3,482 New

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.