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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
PA
351
Pinnacle Associates
New York
$2.78M -$145K -1,777 -5%
CTI
352
Community Trust & Investment
Kentucky
$2.76M -$49K -602 -2%
WAM
353
Weiss Asset Management
Massachusetts
$2.72M +$2.95M +36,197 New
JIR
354
James Investment Research
Ohio
$2.72M -$374K -4,597 -11%
ECM
355
ExodusPoint Capital Management
New York
$2.71M +$2.93M +35,992 New
DA
356
Duality Advisers
Florida
$2.69M -$609K -7,479 -17%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$2.64M -$78.6K -966 -3%
GS
358
GTS Securities
New York
$2.58M +$1.36M +16,768 +96%
PMIA
359
Patrick Mauro Investment Advisor
Illinois
$2.56M -$103K -1,271 -4%
CB
360
Community Bank
New York
$2.55M +$372K +4,575 +16%
MHI
361
Miller Howard Investments
New York
$2.55M -$212K -2,611 -7%
CWP
362
Cyndeo Wealth Partners
Florida
$2.52M -$373K -4,585 -12%
EFIC
363
Eliot Finkel Investment Counsel
California
$2.47M -$11.4K -140 -0.4%
IWC
364
Integrated Wealth Concepts
Massachusetts
$2.46M -$19.3K -237 -0.7%
KBC Group
365
KBC Group
Belgium
$2.46M
LSV Asset Management
366
LSV Asset Management
Illinois
$2.44M -$651K -8,000 -20%
CCG
367
Cypress Capital Group
Florida
$2.43M -$74.9K -920 -3%
NA
368
NewEdge Advisors
Louisiana
$2.42M -$1.76M -21,635 -40%
CAM
369
Cresset Asset Management
Illinois
$2.4M -$210K -2,578 -7%
FCBT
370
First Citizens Bank & Trust
North Carolina
$2.39M -$401K -4,931 -13%
PAS
371
Park Avenue Securities
New York
$2.37M +$44.8K +550 +2%
WTC
372
WhitTier Trust Company
Nevada
$2.36M -$81 -1 -0%
YIH
373
Y-Intercept (HK)
Hong Kong
$2.35M +$2.55M +31,293 New
EP
374
Edgestream Partners
New Jersey
$2.34M -$1.89M -23,208 -43%
PFO
375
Pathstone Family Office
New Jersey
$2.32M +$1.83M +22,550 +273%

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.