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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
NFSG
1376
Newbridge Financial Services Group
Florida
$35.4K +$37.2K +384 New
CSPIA
1377
Cary Street Partners Investment Advisory
Virginia
$35.1K -$2.95M -30,473 -99%
C
1378
Covestor
United Kingdom
$35K +$10.1K +104 +38%
KIM
1379
Kestra Investment Management
Texas
$34.7K +$36.5K +377 New
FP
1380
Financial Perspectives
Minnesota
$34.2K +$2.13K +22 +6%
GSIAS
1381
Garden State Investment Advisory Services
New Jersey
$34.2K +$995K +10,279 New
CAS
1382
Coppell Advisory Solutions
Texas
$34.1K -$968 -10 -3%
BHWM
1383
Beaird Harris Wealth Management
Texas
$33K +$20.1K +208 +139%
FW
1384
Fairway Wealth
Ohio
$31.9K +$33.5K +346 New
FWA
1385
FSC Wealth Advisors
New York
$31.9K -$677 -7 -2%
RA
1386
Rise Advisors
New York
$31.6K +$387 +4 +1%
HNW
1387
High Note Wealth
Minnesota
$31.4K +$33K +341 New
MBFW
1388
Morton Brown Family Wealth
Pennsylvania
$30.8K
SHF
1389
Safe Harbor Fiduciary
Florida
$29.5K
WPA
1390
West Paces Advisors
Georgia
$29.5K
HWM
1391
Hemington Wealth Management
Virginia
$29K +$3.19K +33 +11%
FDW
1392
Fourth Dimension Wealth
Ohio
$28K +$29.4K +304 New
CH
1393
Canton Hathaway
Rhode Island
$28K
HC
1394
Hara Capital
Washington
$27.7K +$14.5K +150 +100%
BFS
1395
Burkett Financial Services
South Carolina
$25.6K +$290 +3 +1%
TCM
1396
TD Capital Management
Tennessee
$25.6K +$290 +3 +1%
HWA
1397
HHM Wealth Advisors
Tennessee
$25.5K +$2.71K +28 +11%
Skandinaviska Enskilda Banken (SEB)
1398
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.9K +$26.1K +270 New
FCT
1399
First Community Trust
Iowa
$24.5K
CMA
1400
Cedar Mountain Advisors
Oregon
$24.4K +$25.6K +265 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.