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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
YLHM
1201
Yelin Lapidot Holdings Management
Israel
$211K +$221K +2,288 New
GWSG
1202
GPS Wealth Strategies Group
Colorado
$211K -$52.6K -544 -19%
MWS
1203
MFA Wealth Services
California
$210K +$220K +2,277 New
WF
1204
Wayfinding Financial
Washington
$210K +$221K +2,281 New
WI
1205
WrapManager Inc
California
$210K -$22.6K -234 -9%
GWA
1206
GGM Wealth Advisors
Maryland
$209K -$45.8K -473 -17%
FM
1207
Foster & Motley
Ohio
$209K -$22.6K -234 -9%
JAG
1208
Journey Advisory Group
Kentucky
$209K
DC
1209
Diametric Capital
Massachusetts
$208K +$219K +2,259 New
APP
1210
Avantax Planning Partners
Iowa
$208K
DBIA
1211
Dumont & Blake Investment Advisors
New Jersey
$208K +$968 +10 +0.4%
MA
1212
MCF Advisors
Kentucky
$207K
MWP
1213
Meriwether Wealth & Planning
Louisiana
$207K +$217K +2,241 New
PAG
1214
Powers Advisory Group
Illinois
$204K +$12.1K +125 +6%
PJSIMP
1215
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K -$29K -300 -12%
MFG
1216
Magnus Financial Group
New York
$204K +$1.35K +14 +0.6%
SHFA
1217
SC&H Financial Advisors
Maryland
$204K
VWA
1218
VSM Wealth Advisory
Maryland
$203K +$213K +2,202 New
SWA
1219
SFMG Wealth Advisors
Texas
$201K +$3.29K +34 +2%
WJWM
1220
Williams Jones Wealth Management
New York
$201K +$12.1K +125 +6%
AAM
1221
Austin Asset Management
Texas
$200K -$871 -9 -0.4%
CWM
1222
Cranbrook Wealth Management
Michigan
$197K
IWA
1223
Icon Wealth Advisors
Texas
$196K +$95.9K +991 +87%
PB
1224
Pinnacle Bancorp
Nebraska
$196K -$3.87K -40 -2%
CFO
1225
CVA Family Office
Colorado
$193K +$10.5K +108 +5%

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.