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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
IGAM
326
iA Global Asset Management
Quebec, Canada
$3.23M +$911K +11,193 +35%
AOWM
327
Alpha Omega Wealth Management
Virginia
$3.2M -$38.1K -468 -1%
PAI
328
Pittenger & Anderson Inc
Nebraska
$3.18M +$55.3K +680 +2%
GCM
329
Garland Capital Management
Washington
$3.14M +$3.4M +41,725 New
GT
330
Glenmede Trust
Pennsylvania
$3.11M -$5.99M -73,621 -64%
UB
331
UMB Bank
Missouri
$3.08M +$10.6K +130 +0.3%
TC
332
TownSquare Capital
Utah
$3.07M +$196K +2,408 +6%
EWA
333
Exencial Wealth Advisors
Oklahoma
$3.04M +$489K +6,007 +17%
Teacher Retirement System of Texas
334
Teacher Retirement System of Texas
Texas
$3M +$80.5K +989 +3%
William Blair & Company
335
William Blair & Company
Illinois
$3M -$117K -1,441 -3%
OPERF
336
Oregon Public Employees Retirement Fund
Oregon
$3M -$16.3K -200 -0.5%
KRS
337
Kentucky Retirement Systems
Kentucky
$2.97M -$156K -1,914 -5%
TRCT
338
Tower Research Capital (TRC)
New York
$2.97M +$1.21M +14,837 +60%
NSIM
339
North Star Investment Management
Illinois
$2.97M -$36.2K -445 -1%
Nisa Investment Advisors
340
Nisa Investment Advisors
Missouri
$2.96M -$779K -9,575 -20%
MSRPS
341
Maryland State Retirement & Pension System
Maryland
$2.96M
CCT
342
Capital City Trust
Florida
$2.94M +$15.5K +190 +0.5%
AG
343
Ascent Group
Virginia
$2.91M -$79.3K -975 -3%
FT
344
Fiduciary Trust
Massachusetts
$2.88M -$370K -4,547 -11%
KPWS
345
Kestra Private Wealth Services
Texas
$2.86M +$823K +10,111 +36%
FC
346
FORA Capital
Florida
$2.82M -$309K -3,792 -9%
FNBOMD
347
First National Bank of Mount Dora
Florida
$2.8M +$180K +2,212 +6%
LMIM
348
Lockheed Martin Investment Management
Maryland
$2.8M
VPIM
349
Vanguard Personalized Indexing Management
California
$2.78M +$23.3K +286 +0.8%
SAM
350
Securian Asset Management
Minnesota
$2.78M -$405K -4,977 -12%

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.