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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
EFP
1476
EnRich Financial Partners
Wisconsin
$6.36K
TIM
1477
Thompson Investment Management
Wisconsin
$6.27K
SIS
1478
Sound Income Strategies
Florida
$6.09K -$1.45K -15 -19%
EBA
1479
Eagle Bay Advisors
New York
$5.9K -$1.94K -20 -24%
PWMG
1480
Private Wealth Management Group
New Jersey
$5.72K +$1.35K +14 +29%
AWM
1481
Abound Wealth Management
Tennessee
$5.69K -$14.9K -154 -71%
CFS
1482
CGC Financial Services
Oregon
$5.63K
AW
1483
Avion Wealth
Texas
$5K -$290 -3 -5%
UIA
1484
Ulland Investment Advisors
Minnesota
$5K
T
1485
Transce3nd
Texas
$4.61K +$4.84K +50 New
ACM
1486
Anfield Capital Management
California
$3.87K
EWP
1487
Elevation Wealth Partners
California
$3.69K +$3.87K +40 New
CTWM
1488
Cherry Tree Wealth Management
Minnesota
$3.5K
FNWA
1489
Financial Network Wealth Advisors
Utah
$3.23K -$20.5K -212 -86%
CWP
1490
Clark Wealth Partners
Illinois
$3.23K +$3.39K +35 New
MLA
1491
MB, Levis & Associates
Pennsylvania
$3.17K
WWP
1492
WR Wealth Planners
Missouri
$3.04K +$774 +8 +32%
EFMH
1493
E Fund Management (HK)
Hong Kong
$3K +$3.19K +33 +825%
BFPW
1494
BOK Financial Private Wealth
Colorado
$2.86K -$2.9K -30 -49%
BCPWM
1495
Bradley & Co Private Wealth Management
Florida
$2.86K +$3K +31 New
MWA
1496
Medallion Wealth Advisors
Connecticut
$2.77K +$2.9K +30 New
DWM
1497
Darwin Wealth Management
Florida
$2.71K
RPA
1498
Redwood Park Advisors
California
$2.58K +$2.71K +28 New
TWD
1499
True Wealth Design
Ohio
$2.47K +$1.26K +13 +93%
PA
1500
Pineridge Advisors
Missouri
$2.31K

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.