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American Electric Power

1,353 hedge funds and large institutions have $34.6B invested in American Electric Power in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 540 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $327M | Put options by funds: $135M

21% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 446

3% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 109

1.5% less ownership

Funds ownership: 75.64%74.13% (-1.5%)

2% less funds holding

Funds holding: 1,3871,353 (-34)

7% less capital invested

Capital invested by funds: $37B → $34.6B (-$2.46B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,353
Holders Change
-34
Holders Change %
-2.45%
% of All Funds
21.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
112
Increased
540
Reduced
446
Closed
109
Calls
$327M
Puts
$135M
Net Calls
+$192M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
326
North Star Investment Management
Illinois
$3.68M -$22.9K -250 -0.6%
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$3.63M +$38.7K +423 +1%
KAS
328
Kestra Advisory Services
Texas
$3.6M -$1.56M -17,007 -30%
PI
329
Putnam Investments
Massachusetts
$3.59M -$334M -3,653,271 -99%
CCT
330
Capital City Trust
Florida
$3.56M +$33.8K +369 +1%
IAIM
331
Industrial Alliance Investment Management
Quebec, Canada
$3.49M +$783K +8,561 +29%
IMPI
332
Ilmarinen Mutual Pension Insurance
Finland
$3.46M -$1.1M -12,000 -24%
AG
333
Ascent Group
Virginia
$3.41M -$240K -2,627 -7%
CCG
334
Cypress Capital Group
Florida
$3.39M -$480K -5,249 -12%
RBA
335
Richard Bernstein Advisors
New York
$3.38M
MHI
336
Miller Howard Investments
New York
$3.38M +$104K +1,133 +3%
BCI
337
Brinker Capital Investments
Pennsylvania
$3.36M +$1.57M +17,173 +87%
OPS
338
Orion Portfolio Solutions
Nebraska
$3.36M +$2.28M +24,933 +207%
SG Americas Securities
339
SG Americas Securities
New York
$3.33M -$20.6M -225,298 -86%
JWM
340
Jeppson Wealth Management
California
$3.29M -$27.8K -304 -0.8%
Man Group
341
Man Group
United Kingdom
$3.28M -$16.5M -180,475 Closed
TI
342
Trexquant Investment
Connecticut
$3.22M +$3.23M +35,350 New
CA
343
Cetera Advisors
Colorado
$3.15M -$236K -2,582 -7%
CTI
344
Community Trust & Investment
Kentucky
$3.13M +$1.03M +11,304 +49%
NB
345
Norinchukin Bank
Japan
$3.08M +$94.4K +1,032 +3%
PMIA
346
Patrick Mauro Investment Advisor
Illinois
$3.07M +$159K +1,735 +5%
KBC Group
347
KBC Group
Belgium
$2.98M +$45.4K +496 +2%
PAS
348
Park Avenue Securities
New York
$2.96M +$137K +1,499 +5%
VPIM
349
Vanguard Personalized Indexing Management
California
$2.95M -$39.1K -427 -1%
AHB
350
Abner Herrman & Brock
New Jersey
$2.94M +$606K +6,630 +26%

AEP Hedge Fund Activity: Q1 2023 in Review

1,353 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2023, worth a combined $34.6B — down 6.6% from $37B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AEP positions and 109 closed out — a net gain of 3 holders — while 540 added to existing stakes and 446 trimmed.

The largest buyer was Jane Street, adding an estimated $173M. The largest seller was GQG Partners, cutting an estimated $611M.

  • 1,353 institutional investors held American Electric Power (AEP) as of Q1 2023, down from 1,387 in Q4 2022.
  • Funds reported $34.6B of American Electric Power stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 112 funds opened new American Electric Power positions in Q1 2023 and 109 closed out, a net change of +3 holders.
  • The largest American Electric Power buyer in Q1 2023 was Jane Street, an estimated $173M added.
  • The largest American Electric Power seller in Q1 2023 was GQG Partners, an estimated $611M sold.

Based on aggregated 13F filings for Q1 2023.