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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
CCP
1001
Carmel Capital Partners
California
$325K +$774 +8 +0.2%
ALAM
1002
Asahi Life Asset Management
Japan
$325K +$341K +3,520 New
MC
1003
Mathes Company
New York
$323K
IFA
1004
Interactive Financial Advisors
Illinois
$323K
BIG
1005
Brooklyn Investment Group
New York
$322K +$18.8K +194 +6%
OHWA
1006
Oak Hill Wealth Advisors
Virginia
$320K +$336K +3,470 New
TW
1007
TritonPoint Wealth
Maryland
$319K +$44.5K +460 +15%
FFS
1008
Fortress Financial Solutions
Arizona
$319K +$335K +3,458 New
RBWA
1009
RFG - Bristol Wealth Advisors
Massachusetts
$318K +$334K +3,451 New
PSFG
1010
Prairie Sky Financial Group
Illinois
$317K
GM
1011
GeoWealth Management
Illinois
$315K -$16.3K -168 -5%
AIM
1012
Alhambra Investment Management
Florida
$315K +$19.4K +200 +6%
CI Investments Inc
1013
CI Investments Inc
Ontario, Canada
$314K +$64.9K +671 +25%
TPI
1014
Trust Point Inc
Wisconsin
$313K -$1.55K -16 -0.5%
WHC
1015
Wulff, Hansen & Co
California
$313K -$3.39K -35 -1%
WAL
1016
W Advisors LLC
Tennessee
$311K -$774 -8 -0.2%
FNBSF
1017
First National Bank Sioux Falls
South Dakota
$311K
CTI
1018
Community Trust & Investment
Kentucky
$311K
MPM
1019
Meritage Portfolio Management
Kansas
$311K -$46.5K -480 -12%
MW
1020
Marcum Wealth
Ohio
$311K -$4.84K -50 -1%
WG
1021
Wealth Group
North Carolina
$310K +$18.8K +194 +6%
BWM
1022
BCGM Wealth Management
Indiana
$309K -$774 -8 -0.2%
CPBTD
1023
Central Pacific Bank - Trust Division
Hawaii
$309K
GCP
1024
Garda Capital Partners
Minnesota
$308K +$323K +3,337 New
DJYG
1025
David J. Yvars Group
Florida
$308K -$74.5K -770 -19%

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.