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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
BSSFA
1626
Baron Silver Stevens Financial Advisors
Florida
-$203K -1,977 Closed
TWA
1627
TCI Wealth Advisors
Arizona
-$202K -1,969 Closed
ACP
1628
Aveo Capital Partners
Colorado
-$201K -1,962 Closed
LCM
1629
Leisure Capital Management
California
-$201K -1,958 Closed
SFB
1630
STAR Financial Bank
Indiana
-$200K -1,953 Closed
CA
1631
Carson Advisory
Georgia
-$200K -1,950 Closed
Capstone Investment Advisors
1632
Capstone Investment Advisors
New York
-$180K -1,858 Closed
WSCM
1633
Wellington Shields Capital Management
New York
-$142K -1,380 Closed
MWA
1634
MFA Wealth Advisors
Pennsylvania
-$124K -1,208 Closed
AA
1635
Alta Advisers
United Kingdom
-$103K -1,000 Closed
AF
1636
Arrow Financial
New York
-$75.2K -733 Closed
WSC
1637
Wellington Shields & Co
New York
-$71.8K -700 Closed
FAM
1638
Flaharty Asset Management
Florida
-$62.2K -606 Closed
VAMG
1639
Voisard Asset Management Group
Michigan
-$62.1K -605 Closed
NFA
1640
Northwest Financial Advisors
Virginia
-$51.3K -500 Closed
FF
1641
Friedenthal Financial
New Jersey
-$50.1K -488 Closed
RWM
1642
Reston Wealth Management
Virginia
-$47.9K -467 Closed
APC
1643
Aspire Private Capital
North Carolina
-$47.7K -465 Closed
RA
1644
Rational Advisors
New York
-$45.7K -445 Closed
FDCP
1645
Foster Dykema Cabot & Partners
Massachusetts
-$41.3K -403 Closed
IAS
1646
IMA Advisory Services
Colorado
-$32.6K -318 Closed
LIS
1647
Legacy Investment Solutions
Idaho
-$25.5K -273 Closed
LWMI
1648
Legacy Wealth Management (Idaho)
Idaho
-$25.5K -273 Closed
GSEP
1649
Golden State Equity Partners
California
-$25.6K -250 Closed
MA
1650
Montag & Associates
Georgia
-$20K -195 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.