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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
MAM
1401
Meeder Asset Management
Ohio
$24.4K +$25.6K +265 New
GKIM
1402
GW&K Investment Management
Massachusetts
$24K -$1.94K -20 -7%
SO
1403
Sierra Ocean
California
$23.8K +$25K +258 New
BTD
1404
BankPlus Trust Department
Mississippi
$23.3K +$24.5K +253 New
WB
1405
Webster Bank
Connecticut
$23.1K -$28.5K -295 -54%
HFS
1406
Hopwood Financial Services
Virginia
$23.1K +$24.2K +250 New
HB
1407
Horizon Bancorp
Indiana
$23K -$11.3K -117 -32%
OA
1408
Operose Advisors
Wisconsin
$22.1K -$48.6K -502 -68%
FWA
1409
Flagship Wealth Advisors
Massachusetts
$22.1K +$23.2K +240 New
Kayne Anderson Rudnick Investment Management
1410
Kayne Anderson Rudnick Investment Management
California
$21.5K +$2.42K +25 +12%
MSG
1411
Main Street Group
Virginia
$21.4K
USB
1412
Union Savings Bank
Connecticut
$21.2K -$7.74K -80 -26%
OAJ
1413
Ogorek Anthony Joseph
New York
$19K -$3.87K -40 -16%
CAM
1414
Chesapeake Asset Management
New York
$18.9K
WWM
1415
Wolff Wiese Magana
California
$18.5K
TC
1416
Trust Company
Kansas
$18.4K
RBC
1417
Roble Belko & Company
Pennsylvania
$18K
MCA
1418
Midwest Capital Advisors
Michigan
$18K +$18.9K +195 New
BGAI
1419
Bruce G. Allen Investments
Colorado
$17.8K -$97 -1 -0.5%
CJH
1420
Christopher J. Hasenberg
Wisconsin
$17.6K
GEA
1421
Glen Eagle Advisors
New Jersey
$17.5K
FC
1422
Fairscale Capital
New Hampshire
$16.9K
WTA
1423
Washington Trust Advisors
Massachusetts
$16.6K
BT
1424
Banque Transatlantique
France
$16.5K +$17.4K +180 New
ATC
1425
Advantage Trust Company
Kansas
$16.1K

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.