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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
NC
1451
NewSquare Capital
Pennsylvania
$10.1K +$1.65K +17 +18%
PG
1452
Proffitt & Goodson
Tennessee
$10.1K
PAM
1453
Parvin Asset Management
South Dakota
$10.1K +$10.5K +109 New
W
1454
WealthCollab
Washington
$9.32K
ECM
1455
Estabrook Capital Management
New York
$9.22K
HSA
1456
Hussman Strategic Advisors
Maryland
$9.22K
SC
1457
Swan Capital
Florida
$9.22K
HIMS
1458
Hager Investment Management Services
New Hampshire
$9.22K +$9.68K +100 New
KTC
1459
Kentucky Trust Company
Kentucky
$9.22K +$9.68K +100 New
KG
1460
Kieckhefer Group
Wisconsin
$9.22K +$9.68K +100 New
PMIM
1461
Prudent Man Investment Management
Colorado
$9.22K +$9.68K +100 New
CC
1462
Centiva Capital
New York
$8.67K -$799K -8,257 -99%
S
1463
Sachetta
Massachusetts
$8.21K +$1.06K +11 +14%
RDIA
1464
RE Dickinson Investment Advisors
Iowa
$8K +$871 +9 New
OLVIG
1465
Oliver Lagore Vanvalin Investment Group
Michigan
$7.97K
NECFA
1466
New England Capital Financial Advisors
Connecticut
$7.93K
GPI
1467
General Partner Inc
Pennsylvania
$7.84K
SSG
1468
Summit Securities Group
New York
$7.84K +$8.23K +85 New
KWAG
1469
Kiely Wealth Advisory Group
North Carolina
$7.76K
KSWA
1470
Kathleen S. Wright Associates
Pennsylvania
$7.19K +$7.55K +78 New
CWC
1471
Carolinas Wealth Consulting
North Carolina
$7.1K +$1.45K +15 +24%
VFM
1472
Vision Financial Markets
Connecticut
$7.07K +$7.45K +77 New
NB
1473
NBT Bank
New York
$6.92K
MAM
1474
Morse Asset Management
Connecticut
$6.83K -$3.58K -37 -33%
AP
1475
Aspect Partners
Virginia
$6.83K

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.