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American Electric Power

1,274 hedge funds and large institutions have $29.3B invested in American Electric Power in 2023 Q3 according to their latest regulatory filings, with 117 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%)

3% less funds holding

Funds holding: 1,3071,274 (-33)

9% less capital invested

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

12% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 133

Holders
1,274
Holders Change
-33
Holders Change %
-2.52%
% of All Funds
20.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
117
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
BPGAM
251
BTG Pactual Global Asset Management
Bermuda
$5.19M +$556K +6,829 +11%
HEIP
252
Hudson Edge Investment Partners
New Jersey
$5.15M +$130K +1,593 +2%
VLKIM
253
Van Lanschot Kempen Investment Management
Netherlands
$5.12M
ZB
254
Zions Bancorporation
Utah
$5.09M +$292K +3,590 +6%
EGM
255
Engineers Gate Manager
New York
$5.06M -$1.23M -15,159 -18%
CRC
256
Catawba River Capital
South Carolina
$5.06M -$178K -2,192 -3%
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$5.04M +$331K +4,067 +6%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$4.91M +$5.31M +65,280 New
BEI
259
Benjamin Edwards Inc
Missouri
$4.86M +$76.5K +940 +1%
X
260
Xponance
Pennsylvania
$4.85M +$103K +1,269 +2%
CIBC World Market
261
CIBC World Market
Ontario, Canada
$4.8M -$40.6K -499 -0.8%
HCMT
262
Highland Capital Management (Tennessee)
Tennessee
$4.79M -$408K -5,013 -7%
WorldQuant Millennium Advisors
263
WorldQuant Millennium Advisors
New York
$4.75M +$1.72M +21,149 +50%
EIA
264
Eastover Investment Advisors
North Carolina
$4.69M +$123K +1,514 +2%
VVP
265
Venture Visionary Partners
Ohio
$4.69M -$341K -4,188 -6%
DC
266
Davenport & Co
Virginia
$4.68M +$97.8K +1,202 +2%
NAM
267
Nissay Asset Management
Japan
$4.67M +$383K +4,702 +8%
AM
268
AGF Management
Ontario, Canada
$4.66M +$4.84M +59,510 +2,380%
FF
269
Fluent Financial
Texas
$4.63M +$209K +2,570 +4%
PGFC
270
Peapack-Gladstone Financial Corp
New Jersey
$4.59M -$29.6K -364 -0.6%
AI
271
Atria Investments
North Carolina
$4.58M +$197K +2,421 +4%
MPM
272
Meritage Portfolio Management
Kansas
$4.55M +$4.92M +60,495 New
AAIM
273
American Assets Investment Management
California
$4.51M
TCM
274
Telos Capital Management
California
$4.46M +$130K +1,597 +3%
VI
275
Vestcor Inc
New Brunswick, Canada
$4.45M -$66.7K -820 -1%

AEP Hedge Fund Activity: Q3 2023 in Review

1,274 of the 6,301 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 117 opened new positions — a net loss of 16 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.

  • 1,274 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.
  • 117 funds opened new American Electric Power positions in Q3 2023 and 133 closed out, a net change of -16 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.