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
CBT
1176
Central Bank & Trust
Kentucky
$221K
DWM
1177
Diversify Wealth Management
Utah
$221K +$18.6K +192 +9%
CIC
1178
Cutler Investment Counsel
Oregon
$221K -$2.42K -25 -1%
SIMG
1179
Sonora Investment Management Group
Arizona
$220K +$14.5K +150 +7%
FG
1180
Fiduciary Group
Georgia
$220K -$968 -10 -0.4%
RFS
1181
Richardson Financial Services
Massachusetts
$219K -$23.8K -246 -9%
ERIM
1182
Eagle Ridge Investment Management
Connecticut
$218K -$1.16K -12 -0.5%
CF
1183
Centaurus Financial
California
$218K -$72.6K -750 -24%
BFS
1184
Bradley Foster & Sargent
Connecticut
$217K
MHR
1185
Matthew Hamilton Rosenberg
$217K -$22.9K -237 -9%
HIIFS
1186
Harel Insurance Investments & Financial Services
Israel
$217K -$101K -1,042 -31%
GJIA
1187
Glass Jacobson Investment Advisors
Maryland
$216K +$2.32K +24 +1%
DWP
1188
Daymark Wealth Partners
Ohio
$216K -$55.5K -573 -20%
GAM
1189
Gotham Asset Management
New York
$215K -$533K -5,508 -70%
PCA
1190
Private Capital Advisors
Connecticut
$215K
IA
1191
Insight Advisors
Pennsylvania
$214K
PWA
1192
Phoenix Wealth Advisors
North Carolina
$214K +$225K +2,321 New
QC
1193
Quent Capital
New York
$214K -$4.45K -46 -2%
FMWA
1194
Forvis Mazars Wealth Advisors
Missouri
$214K +$3.97K +41 +2%
HL
1195
HeadInvest LLC
Maine
$213K +$2.23K +23 +1%
S
1196
Sunpointe
Missouri
$213K +$4.94K +51 +2%
DLA
1197
Douglas Lane & Associates
New York
$213K +$6.77K +70 +3%
FCP
1198
Fidelis Capital Partners
Florida
$212K +$12.1K +125 +6%
CC
1199
Cornerstone Capital
California
$212K
LWCFA
1200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K -$6.77K -70 -3%

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.