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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
WC
301
Wexford Capital
Florida
$3.63M +$1.92M +23,605 +96%
SIA
302
Soltis Investment Advisors
Utah
$3.59M +$3.89M +47,785 New
RBC
303
Romano Brothers & Co
Illinois
$3.57M -$344K -4,225 -8%
RIA
304
Regal Investment Advisors
Michigan
$3.56M +$30.8K +379 +0.8%
Twin Tree Management
305
Twin Tree Management
Texas
$3.56M +$3.85M +47,275 New
PI
306
Putnam Investments
Massachusetts
$3.55M +$271K +3,327 +8%
GIBU
307
Gulf International Bank (UK)
United Kingdom
$3.53M -$408K -5,017 -10%
BCIM
308
British Columbia Investment Management
British Columbia, Canada
$3.52M +$33.4K +410 +0.9%
SPIA
309
Steward Partners Investment Advisory
New York
$3.52M +$144K +1,769 +4%
BFIM
310
Beese Fulmer Investment Management
Ohio
$3.47M +$139K +1,707 +4%
SLAM
311
Swiss Life Asset Management
$3.46M -$3.58M -43,972 -49%
KAS
312
Kestra Advisory Services
Texas
$3.46M -$106K -1,308 -3%
Walleye Trading
313
Walleye Trading
New York
$3.45M +$3.73M +45,901 New
OC
314
Oppenheimer & Co
New York
$3.44M -$533K -6,551 -13%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$3.42M +$592K +7,279 +19%
MIA
316
MainStreet Investment Advisors
Illinois
$3.41M -$10.2K -125 -0.3%
HBWM
317
Hollow Brook Wealth Management
New York
$3.36M +$1.41M +17,273 +63%
JWM
318
Jeppson Wealth Management
California
$3.34M +$486K +5,975 +16%
SC
319
Savant Capital
Illinois
$3.32M -$19.3K -237 -0.5%
RWM
320
Rench Wealth Management
Texas
$3.32M +$68.4K +841 +2%
Marshall Wace
321
Marshall Wace
United Kingdom
$3.31M +$3.58M +44,050 New
AWA
322
Arkadios Wealth Advisors
Georgia
$3.3M +$1.35M +16,650 +61%
BC
323
Brookfield Corp
Ontario, Canada
$3.28M -$16.1M -198,469 -82%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$3.24M +$53.8K +661 +2%
AMG
325
Advisors Management Group
Wisconsin
$3.24M +$95K +1,168 +3%

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.