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
PWPS
1576
Pinnacle Wealth Planning Services
Ohio
-$305K -2,971 Closed
OAM
1577
Oxford Asset Management
United Kingdom
-$300K -2,920 Closed
PP
1578
Paloma Partners
Connecticut
-$293K -2,858 Closed
TSS
1579
Two Sigma Securities
New York
-$289K -2,818 Closed
OQS
1580
Occudo Quantitative Strategies
Florida
-$285K -2,773 Closed
FA
1581
FSA Advisors
Michigan
-$262K -2,662 Closed
TIA
1582
Trust Investment Advisors
Indiana
-$272K -2,655 Closed
WCM
1583
WealthBridge Capital Management
Ohio
-$246K -2,399 Closed
VIM
1584
Vinva Investment Management
Australia
-$242K -2,375 Closed
TWP
1585
Tyche Wealth Partners
Texas
-$241K -2,352 Closed
CPP
1586
Capasso Planning Partners
South Carolina
-$238K -2,320 Closed
RT
1587
Rockland Trust
Massachusetts
-$238K -2,316 Closed
IA
1588
IFG Advisors
Missouri
-$237K -2,310 Closed
NWAG
1589
Net Worth Advisory Group
Utah
-$235K -2,286 Closed
FA
1590
FDx Advisors
Illinois
-$232K -2,266 Closed
PS
1591
Planned Solutions
California
-$224K -2,186 Closed
FM
1592
Family Management
New York
-$224K -2,179 Closed
PBO
1593
Peoples Bank (Ohio)
Ohio
-$222K -2,164 Closed
LGA
1594
Lebenthal Global Advisors
New York
-$222K -2,162 Closed
MLL
1595
Moody Lynn & Lieberson
Massachusetts
-$222K -2,162 Closed
MF
1596
Meridian Financial
Massachusetts
-$221K -2,159 Closed
DFG
1597
Delta Financial Group
New Jersey
-$221K -2,151 Closed
AW
1598
Atlas Wealth
Ohio
-$220K -2,140 Closed
MIM
1599
Marco Investment Management
Georgia
-$219K -2,136 Closed
BFC
1600
Blue Fin Capital
Rhode Island
-$217K -2,114 Closed

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.