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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
FWM
1501
FLP Wealth Management
Arkansas
$2.29K +$2.42K +25 New
HCM
1502
Hollencrest Capital Management
California
$2.21K
NCM
1503
Northwest Capital Management
Oregon
$2.12K
RTL
1504
Red Tortoise LLC
Georgia
$2.03K +$2.13K +22 New
DPW
1505
DiNuzzo Private Wealth
Pennsylvania
$1.84K -$194 -2 -9%
WCM
1506
WealthTrak Capital Management
Virginia
$1.84K +$1.94K +20 New
CAC
1507
Core Alternative Capital
Georgia
$1.75K +$194 +2 +12%
SIC
1508
SJS Investment Consulting
Ohio
$1.66K -$290 -3 -14%
CF
1509
Conquis Financial
California
$1.57K +$1.65K +17 New
NL
1510
NVWM LLC
Pennsylvania
$1.48K
TCM
1511
Tradewinds Capital Management
Washington
$1.38K
CJ
1512
Caitlin John
Michigan
$1.29K
PWA
1513
Principia Wealth Advisory
Texas
$1.29K +$1.35K +14 New
RWML
1514
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.11K
FMTCOCP
1515
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
PMAM
1516
Picton Mahoney Asset Management
Ontario, Canada
$1K
WW
1517
Winnow Wealth
Texas
$964 +$1.06K +11 New
CCM
1518
Campbell Capital Management
Florida
$922 +$968 +10 New
FGC
1519
Financial Gravity Companies
Texas
$922 +$968 +10 New
RS
1520
Rakuten Securities
Japan
$830 +$387 +4 +80%
NWWA
1521
New Wave Wealth Advisors
Arkansas
$830 +$871 +9 New
NS
1522
NBC Securities
Alabama
$821 -$1.04M -10,698 -100%
CAM
1523
Creekmur Asset Management
Illinois
$553
AWM
1524
Activest Wealth Management
Florida
$461 +$484 +5 New
SMAM
1525
Sugar Maple Asset Management
Wisconsin
$461 +$484 +5 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.