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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
BCMLT
1301
Beacon Capital Management LLC (Tennessee)
Tennessee
$81.5K +$3.48K +36 +4%
BBPWM
1302
Blue Bell Private Wealth Management
Pennsylvania
$81.1K +$484 +5 +0.6%
WAM
1303
WFA Asset Management
Wisconsin
$80.9K +$774 +8 +0.9%
IA
1304
IFS Advisors
Kansas
$80.3K +$29K +300 +53%
FFL
1305
Financial Freedom LLC
Ohio
$77.6K +$194 +2 +0.2%
BA
1306
Bellwether Advisors
Nebraska
$77.3K +$81.1K +838 New
RMP
1307
Richards, Merrill & Peterson
Washington
$76.7K +$80.5K +832 New
TIM
1308
Tortoise Investment Management
New York
$76.6K
SWA
1309
SOA Wealth Advisors
New York
$75K +$97 +1 +0.1%
CBT
1310
Crews Bank & Trust
Florida
$75K +$78.7K +813 New
CAL
1311
Capital Advisors Ltd
Ohio
$74K
SN
1312
Sittner & Nelson
Oregon
$73.2K
FCAS
1313
First Command Advisory Services
Texas
$72K
B
1314
Birchbrook
Maine
$70.7K +$34.8K +360 +89%
FUBT
1315
First United Bank & Trust
Maryland
$70.6K
CIA
1316
Cape Investment Advisory
Georgia
$69.6K +$290 +3 +0.4%
VHAM
1317
Van Hulzen Asset Management
California
$69.3K +$72.8K +752 New
CJL
1318
Cyrus J. Lawrence
New York
$69K
ST
1319
Smithfield Trust
Pennsylvania
$68K
RTC
1320
Riverview Trust Company
Washington
$67.7K
VNA
1321
Valley National Advisers
Pennsylvania
$67K +$97 +1 +0.1%
AT
1322
Avalon Trust
New Mexico
$66.6K
CA
1323
Crewe Advisors
Utah
$65.3K +$12K +124 +21%
FAI
1324
Fiduciary Advisors Inc
Missouri
$63.4K +$66.5K +687 New
OAM
1325
Ostrum Asset Management
France
$63.4K -$2.81K -29 -4%

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.