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American Electric Power

1,275 hedge funds and large institutions have $29.3B invested in American Electric Power in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 497 increasing their positions, 441 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $301M | Put options by funds: $149M

13% more repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 441

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1.59% more ownership

Funds ownership: 74.09%75.67% (+1.6%)

2% less funds holding

Funds holding: 1,3071,275 (-32)

9% less capital invested

Capital invested by funds: $32.1B → $29.3B (-$2.84B)

11% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 133

Holders
1,275
Holders Change
-32
Holders Change %
-2.45%
% of All Funds
20.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
118
Increased
497
Reduced
441
Closed
133
Calls
$301M
Puts
$149M
Net Calls
+$153M
Net Calls Change
+$49.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
226
First National Trust
Pennsylvania
$6.62M +$825K +10,142 +13%
CWM
227
CIBC World Markets
New York
$6.6M -$1.28M -15,737 -15%
Schroder Investment Management Group
228
Schroder Investment Management Group
United Kingdom
$6.3M -$4.71M -57,858 -41%
KFP
229
Keystone Financial Planning
Ohio
$6.27M +$246K +3,029 +4%
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$6.19M -$13.2M -161,921 -66%
AssetMark Inc
231
AssetMark Inc
California
$6.17M +$1.35M +16,631 +25%
Daiwa Securities Group
232
Daiwa Securities Group
Japan
$6.12M +$579K +7,113 +10%
WB
233
WesBanco Bank
West Virginia
$6.09M -$199K -2,446 -3%
CAN
234
Cetera Advisor Networks
California
$5.88M +$234K +2,871 +4%
GBWM
235
Granite Bay Wealth Management
New Hampshire
$5.85M +$5.85M +71,946 New
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$5.77M -$482K -5,921 -7%
SGC
237
Slocum, Gordon & Co
Rhode Island
$5.7M -$85K -1,045 -1%
NYLIM
238
New York Life Investment Management
New York
$5.53M +$43.9K +540 +0.7%
M
239
MOTCO
Texas
$5.49M +$698K +8,578 +13%
LSERS
240
Louisiana State Employees Retirement System
Louisiana
$5.46M +$700K +8,600 +13%
JMPWA
241
JP Morgan Private Wealth Advisors
California
$5.46M +$5.9M +72,521 New
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$5.44M +$2.05M +25,137 +53%
MOACM
243
Mutual of America Capital Management
New York
$5.42M -$159K -1,959 -3%
FAB
244
First American Bank
Illinois
$5.39M -$319K -3,922 -5%
ATC
245
Argent Trust Co
Tennessee
$5.38M +$82.9K +1,019 +1%
MHC
246
Meyer Handelman Company
New York
$5.35M
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$5.26M -$732K -9,000 -11%
IIM
248
INTECH Investment Management
Florida
$5.21M -$11.9M -146,166 -68%
CIA
249
Capital Investment Advisors
Georgia
$5.21M +$146K +1,795 +3%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$5.21M -$257K -3,161 -4%

AEP Hedge Fund Activity: Q3 2023 in Review

1,275 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2023, worth a combined $29.3B — down 8.8% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of AEP and 118 opened new positions — a net loss of 15 holders — while 441 trimmed existing stakes and 497 added.

The largest buyer was Wellington Management Group, adding an estimated $292M. The largest seller was Ameriprise, cutting an estimated $169M.

  • 1,275 institutional investors held American Electric Power (AEP) as of Q3 2023, down from 1,307 in Q2 2023.
  • Funds reported $29.3B of American Electric Power stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 118 funds opened new American Electric Power positions in Q3 2023 and 133 closed out, a net change of -15 holders.
  • The largest American Electric Power buyer in Q3 2023 was Wellington Management Group, an estimated $292M added.
  • The largest American Electric Power seller in Q3 2023 was Ameriprise, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2023.