We are live on ! Find out more
AEP icon

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
CPG
1426
Cornerstone Planning Group
New Jersey
$16.1K +$387 +4 +3%
FCMT
1427
Founders Capital Management (Texas)
Texas
$16K
WA
1428
Whipplewood Advisors
Colorado
$16K +$16.7K +173 New
EWM
1429
Evermay Wealth Management
Virginia
$15.7K -$40.1K -414 -71%
PWMG
1430
Prestige Wealth Management Group
New Jersey
$15.6K
BIA
1431
Bell Investment Advisors
California
$15.2K -$1.65K -17 -9%
VWWMG
1432
Vermillion & White Wealth Management Group
Pennsylvania
$13.8K
RWPA
1433
Richard W. Paul & Associates
Michigan
$13.6K -$97 -1 -0.7%
TAM
1434
Tucker Asset Management
Colorado
$13.4K +$14K +145 New
SAS
1435
Spurstone Advisory Services
Connecticut
$12.7K +$13.4K +138 New
TCM
1436
TruNorth Capital Management
Michigan
$12.6K -$8.52K -88 -39%
DF
1437
Dunhill Financial
United Kingdom
$12.2K +$2.61K +27 +26%
FMP
1438
Financial Management Professionals
Texas
$11.9K
RWM
1439
Rialto Wealth Management
New York
$11.9K +$12.5K +129 New
CWM
1440
Compass Wealth Management
Connecticut
$11.5K
FGA
1441
Fortis Group Advisors
New Jersey
$11.5K
FRA
1442
Front Row Advisors
California
$11.5K
MEG
1443
Millstone Evans Group
Colorado
$11.4K +$12K +124 New
RWS
1444
Retirement Wealth Solutions
Wisconsin
$11.1K +$11.5K +119 New
VWA
1445
Valued Wealth Advisors
Utah
$11.1K +$1.74K +18 +18%
Q1WB
1446
Quest 10 Wealth Builders
Virginia
$11.1K +$11.6K +120 New
HWP
1447
Highline Wealth Partners
California
$11K +$1.84K +19 +19%
WBC
1448
West Branch Capital
Massachusetts
$10.4K
SFA
1449
Semmax Financial Advisors
North Carolina
$10.2K
RF
1450
Roxbury Financial
New Jersey
$10.2K +$9.87K +102 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.