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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.77B +$73.9M +763,813 +1%
BlackRock
2
BlackRock
New York
$4.18B +$156M +1,608,485 +4%
State Street
3
State Street
Massachusetts
$2.53B +$49.4M +510,744 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.64B -$299M -3,091,420 -15%
GQG Partners
5
GQG Partners
Florida
$1.39B +$52.6M +543,054 +4%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$1.2B +$20.5K +212 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.18B +$27.4M +283,311 +2%
Morgan Stanley
8
Morgan Stanley
New York
$1.17B +$44.6M +460,405 +4%
Dodge & Cox
9
Dodge & Cox
California
$1.07B -$511K -5,285 -0%
Invesco
10
Invesco
Georgia
$794M +$69.3M +716,229 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$650M +$25.8M +266,756 +4%
Lazard Asset Management
12
Lazard Asset Management
New York
$592M +$210M +2,165,888 +51%
Bank of America
13
Bank of America
North Carolina
$472M -$66.1M -683,349 -12%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$452M -$18.8M -194,280 -4%
Northern Trust
15
Northern Trust
Illinois
$447M +$26.4M +272,997 +6%
Ameriprise
16
Ameriprise
Minnesota
$443M -$33.3M -344,152 -7%
N
17
Nuveen
North Carolina
$435M -$64.3K -664 -0%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$427M +$9.73M +100,578 +2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$417M -$32M -331,074 -7%
Wells Fargo
20
Wells Fargo
California
$399M -$11.5M -118,671 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$393M +$18.7M +193,124 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$355M +$8.2M +84,704 +2%
Federated Hermes
23
Federated Hermes
Pennsylvania
$342M +$2.59M +26,725 +0.7%
Goldman Sachs
24
Goldman Sachs
New York
$324M -$35.9M -370,547 -10%
Franklin Resources
25
Franklin Resources
California
$321M -$86.4M -892,538 -20%

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.