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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
GWP
1226
Gen-Wealth Partners
Michigan
$191K -$32K -331 -14%
CWM
1227
Centricity Wealth Management
Ohio
$191K +$201K +2,076 New
MCM
1228
Manchester Capital Management
Vermont
$186K +$5.23K +54 +3%
SL
1229
Salomon & Ludwin
Virginia
$185K -$1.74K -18 -0.9%
HFM
1230
Hartford Financial Management
Connecticut
$184K -$77.4K -800 -29%
IBOK
1231
Independence Bank of Kentucky
Kentucky
$184K -$3.39K -35 -2%
WT
1232
Washington Trust
Rhode Island
$183K
BWL
1233
Bogart Wealth LLC
Virginia
$181K +$2.23K +23 +1%
AS
1234
Altshuler Shaham
Israel
$176K +$184K +1,904 New
CCA
1235
Catalyst Capital Advisors
New York
$171K +$126K +1,306 +237%
RA
1236
Ransom Advisory
Rhode Island
$170K
PCFFS
1237
Pacific Center for Financial Services
California
$168K
QL
1238
Quarry LP
New York
$165K +$26.4K +273 +18%
TH
1239
TCTC Holdings
Texas
$162K
ANBT
1240
American National Bank & Trust
Texas
$161K -$18.5K -191 -10%
HBT
1241
Hills Bank & Trust
Iowa
$161K
VEA
1242
Virtus ETF Advisers
New York
$160K -$12.4K -128 -7%
CH
1243
Cromwell Holdings
Wyoming
$160K
KFI
1244
Key Financial Inc
Pennsylvania
$159K +$23.1K +239 +16%
VWM
1245
Venturi Wealth Management
Texas
$153K +$4.16K +43 +3%
SOS
1246
Silver Oak Securities
Tennessee
$149K -$6.97K -72 -4%
Loomis, Sayles & Company
1247
Loomis, Sayles & Company
Massachusetts
$143K +$68.3K +706 +84%
OP
1248
ORG Partners
Indiana
$142K +$3K +31 +2%
NRG
1249
Nemes Rush Group
Michigan
$136K +$7.26K +75 +5%
SPF
1250
South Plains Financial
Texas
$136K +$143K +1,477 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.