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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
SAM
1251
S.A. Mason
Michigan
$134K -$968 -10 -0.7%
Optiver Holding
1252
Optiver Holding
Netherlands
$132K +$55.6K +575 +67%
WIM
1253
Westside Investment Management
California
$131K +$11K +114 +9%
TSMHT
1254
Thurston Springer Miller Herd & Titak
Indiana
$130K +$10.9K +113 +9%
PCM
1255
Penserra Capital Management
California
$128K -$111K -1,150 -45%
TFGT
1256
TS Financial Group (TSFG)
Illinois
$127K +$290 +3 +0.2%
TC
1257
Truvestments Capital
Florida
$126K +$7.94K +82 +6%
ETS
1258
ESL Trust Services
New York
$125K +$131K +1,353 New
BCM
1259
Blume Capital Management
California
$125K
CSWM
1260
Cassady Schiller Wealth Management
Ohio
$124K +$484 +5 +0.4%
LFASL
1261
Lugano Financial Advisors SA (LFA)
Switzerland
$121K
AWM
1262
Avior Wealth Management
Nebraska
$120K -$24.9K -257 -16%
FFO
1263
Fortitude Family Office
Arizona
$120K -$13.9K -144 -10%
1IA
1264
1620 Investment Advisors
Massachusetts
$118K
SNB
1265
Security National Bank
Nebraska
$117K
CB
1266
CNB Bank
Pennsylvania
$117K -$11.9K -123 -9%
AWM
1267
AllSquare Wealth Management
New York
$116K
HWA
1268
Heritage Wealth Advisors
Virginia
$116K
PGAM
1269
Princeton Global Asset Management
New Jersey
$116K -$20.7K -214 -15%
EPAM
1270
Evelyn Partners Asset Management
$115K +$121K +1,250 New
RS
1271
R Squared
Hong Kong
$115K +$121K +1,250 New
BLC
1272
Brown, Lisle/Cummings
Rhode Island
$115K
RP
1273
Rowlandmiller & Partners
Georgia
$115K +$120K +1,243 New
APW
1274
Acima Private Wealth
Virginia
$113K
APW
1275
Aventura Private Wealth
Florida
$112K +$118K +1,218 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.