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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
CAM
276
Carret Asset Management
New York
$4.44M +$75.7K +930 +2%
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$4.39M +$5.7K +70 +0.1%
SCM
278
Shelton Capital Management
Colorado
$4.36M +$1.01M +12,406 +27%
RFC
279
Regions Financial Corp
Alabama
$4.34M +$20.4K +251 +0.4%
KeyBank National Association
280
KeyBank National Association
Ohio
$4.31M +$132K +1,620 +3%
GCAC
281
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.27M -$106K -1,300 -2%
ECM
282
Element Capital Management
New York
$4.26M -$907K -11,151 -16%
SB
283
Simmons Bank
Arkansas
$4.26M +$147K +1,810 +3%
DIA
284
Dean Investment Associates
Ohio
$4.19M -$42.1K -517 -0.9%
AWS
285
Atria Wealth Solutions
New York
$4.18M +$267K +3,279 +6%
IMPI
286
Ilmarinen Mutual Pension Insurance
Finland
$4.17M
DWM
287
Dakota Wealth Management
Florida
$4.16M +$69.7K +857 +2%
CA
288
Cornerstone Advisors
North Carolina
$4.06M -$24.4K -300 -0.6%
PA
289
Profund Advisors
Maryland
$4.06M +$791K +9,718 +22%
SC
290
Sagefield Capital
Texas
$4.05M +$624K +7,671 +17%
QCM
291
QRG Capital Management
Illinois
$4.04M +$4.37M +53,708 New
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$4M +$99.2K +1,219 +2%
BCI
293
Brinker Capital Investments
Pennsylvania
$3.98M -$156K -1,914 -3%
OPS
294
Orion Portfolio Solutions
Nebraska
$3.98M -$156K -1,914 -3%
PP
295
Paloma Partners
Connecticut
$3.93M +$3.61M +44,309 +560%
PAG
296
Private Advisor Group
New Jersey
$3.92M +$264K +3,243 +7%
GQG Partners
297
GQG Partners
Florida
$3.81M
GIM
298
Goelzer Investment Management
Indiana
$3.79M -$155K -1,900 -4%
KACA
299
Kayne Anderson Capital Advisors
California
$3.76M +$423K +5,200 +12%
Walleye Capital
300
Walleye Capital
New York
$3.7M +$3.57M +43,841 +816%

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.