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
SI
1076
Severin Investments
Missouri
$274K +$287K +2,970 New
SFP
1077
Sandbox Financial Partners
Maryland
$274K
XF
1078
XML Financial
Maryland
$274K +$4.55K +47 +2%
HNB
1079
Hilltop National Bank
Wyoming
$272K
WFS
1080
Widmann Financial Services
Maryland
$272K
LI
1081
LifeWealth Investments
Florida
$272K +$285K +2,945 New
CT
1082
Chicago Trust
Illinois
$271K -$99.7K -1,030 -26%
NCM
1083
Novare Capital Management
North Carolina
$269K -$10.5K -108 -4%
GWANC
1084
Guardian Wealth Advisors (North Carolina)
North Carolina
$269K +$11.1K +115 +4%
MC
1085
McCarthy & Cox
Ohio
$269K +$871 +9 +0.3%
ISL
1086
Ingalls & Snyder LLC
New York
$268K -$7.64K -79 -3%
KWA
1087
Kingswood Wealth Advisors
California
$268K -$888K -9,174 -76%
CSIC
1088
Clifford Swan Investment Counsel
California
$267K
QWP
1089
Quotient Wealth Partners
Texas
$267K +$37.1K +383 +15%
SF
1090
Symphony Financial
Texas
$267K -$3.29K -34 -1%
BG
1091
Bahl & Gaynor
Ohio
$266K +$8.13K +84 +3%
WHG
1092
Westwood Holdings Group
Texas
$266K +$11K +114 +4%
LWP
1093
LeClair Wealth Partners
Ohio
$265K +$278K +2,874 New
CFD
1094
Creative Financial Designs
Indiana
$265K +$3.29K +34 +1%
BBNA
1095
Bremer Bank National Association
Minnesota
$265K -$2.03K -21 -0.7%
GAB
1096
German American Bancorp
Indiana
$265K
UAS
1097
United Asset Strategies
New York
$264K -$13.2K -136 -5%
PIA
1098
Pinion Investment Advisors
Kansas
$264K -$28.5K -294 -9%
MGIA
1099
Moneta Group Investment Advisors
Missouri
$264K +$277K +2,862 New
OFS
1100
Orrstown Financial Services
Pennsylvania
$264K -$16.5K -170 -6%

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.