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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
TFM
1351
TFC Financial Management
Massachusetts
$46.2K
PSB
1352
Piscataqua Savings Bank
New Hampshire
$46.1K
AWM
1353
Atticus Wealth Management
Florida
$46K
FFWM
1354
Future Financial Wealth Management
Ohio
$45.7K +$484 +5 +1%
BAM
1355
Byrne Asset Management
New Jersey
$45.2K
TFIPS
1356
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.2K
JFA
1357
JNBA Financial Advisors
Minnesota
$44.2K
ATC
1358
Adirondack Trust Company
New York
$43.6K
CIAM
1359
Caitong International Asset Management
Hong Kong
$42.9K +$45K +465 New
BWAM
1360
Boyd Watterson Asset Management
Ohio
$42.4K
RI
1361
Ridgewood Investments
New Jersey
$41.8K -$4.45K -46 -9%
EPIM
1362
Evelyn Partners Investment Management
$41.5K +$43.5K +450 New
AG
1363
AmeriFlex Group
Nevada
$40.6K +$39.9K +412 New
SCM
1364
Silvant Capital Management
Georgia
$40.5K
BFP
1365
Briaud Financial Planning
Texas
$40K
STB
1366
S&T Bank
Pennsylvania
$39.5K +$41.4K +428 New
PSFG
1367
Park Square Financial Group
Georgia
$39.3K +$41.2K +426 New
HGERS
1368
Householder Group Estate & Retirement Specialist
Arizona
$39K -$110K -1,137 -73%
MCM
1369
MV Capital Management
Maryland
$38.1K +$1.06K +11 +3%
LDB
1370
Lee, Danner & Bass
Tennessee
$37.7K +$39.6K +409 New
LI
1371
LRI Investments
Florida
$37.3K
FFA
1372
Frazier Financial Advisors
Ohio
$36.5K -$4.84K -50 -11%
RFG
1373
REAP Financial Group
Texas
$36.3K +$8.71K +90 +30%
RFA
1374
Reyes Financial Architecture
California
$36.1K +$37.8K +391 New
PP
1375
Pingora Partners
Wyoming
$35.5K

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.