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
KOC
1601
Koss-Olinger Consulting
Florida
-$216K -2,109 Closed
EFS
1602
Econ Financial Services
Pennsylvania
-$216K -2,106 Closed
WHRC
1603
W.H. Reaves & Co
New Jersey
-$215K -2,095 Closed
LAM
1604
L2 Asset Management
Massachusetts
-$214K -2,088 Closed
CAM
1605
Cozad Asset Management
Illinois
-$214K -2,086 Closed
BFM
1606
Boston Financial Management
Massachusetts
-$214K -2,082 Closed
RIA
1607
Realta Investment Advisors
Delaware
-$205K -2,071 Closed
SFC
1608
Swisher Financial Concepts
Ohio
-$211K -2,065 Closed
KFA
1609
Krane Funds Advisors
New York
-$212K -2,062 Closed
FAG
1610
Fortitude Advisory Group
Washington
-$211K -2,060 Closed
VFP
1611
Verus Financial Partners
Virginia
-$211K -2,059 Closed
PSP
1612
Principal Street Partners
Tennessee
-$205K -2,056 Closed
FNBTCON
1613
First National Bank & Trust Co of Newtown
Pennsylvania
-$211K -2,052 Closed
ACIM
1614
Azimuth Capital Investment Management
Michigan
-$210K -2,050 Closed
BRA
1615
Bender Robert & Associates
California
-$210K -2,050 Closed
LIG
1616
Lokken Investment Group
Delaware
-$210K -2,045 Closed
GI
1617
Gradient Investments
Minnesota
-$209K -2,033 Closed
MIM
1618
MTM Investment Management
South Carolina
-$204K -2,031 Closed
SFP
1619
Shepherd Financial Partners
Massachusetts
-$207K -2,015 Closed
MFWP
1620
Mosaic Family Wealth Partners
Missouri
-$206K -2,010 Closed
MCM
1621
Monument Capital Management
Virginia
-$206K -2,008 Closed
AWM
1622
Aries Wealth Management
Maine
-$205K -2,000 Closed
OFA
1623
Oak Family Advisors
Illinois
-$205K -2,000 Closed
LCM
1624
LCM Capital Management
Illinois
-$204K -1,992 Closed
SC
1625
Sapient Capital
Indiana
-$203K -1,979 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.