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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 117 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%)

3% less funds holding

Funds holding: 1,3081,275 (-33)

9% less capital invested

Capital invested by funds: $32.1B → $29.3B (-$2.84B)

12% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 133

Holders
1,275
Holders Change
-33
Holders Change %
-2.52%
% 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
117
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
MGP
376
Metis Global Partners
California
$2.31M +$322K +3,956 +15%
SSWM
377
Smith Salley Wealth Management
North Carolina
$2.3M -$47.8K -588 -2%
OQS
378
Occudo Quantitative Strategies
Florida
$2.27M -$1.65M -20,291 -40%
RJT
379
Raymond James Trust
Florida
$2.24M +$209K +2,566 +9%
SCM
380
Spreng Capital Management
Ohio
$2.24M +$54.4K +668 +2%
Cerity Partners
381
Cerity Partners
New York
$2.23M -$666K -8,190 -22%
BAM
382
Berkshire Asset Management
Pennsylvania
$2.18M +$92.5K +1,137 +4%
DADC
383
D.A. Davidson & Co
Montana
$2.15M +$114K +1,401 +5%
AWM
384
Axxcess Wealth Management
California
$2.14M +$477K +5,868 +26%
Wealthfront Advisers
385
Wealthfront Advisers
California
$2.13M -$655K -8,045 -22%
MAM
386
Martingale Asset Management
Massachusetts
$2.12M -$21.7M -266,485 -90%
MYAM
387
Meiji Yasuda Asset Management
Japan
$2.11M +$858K +10,550 +60%
BCMO
388
Buckingham Capital Management (Ohio)
Ohio
$2.09M -$38.3K -471 -2%
1SB
389
1ST Source Bank
Indiana
$2.05M -$22.6K -278 -1%
CA
390
Cetera Advisors
Colorado
$2.04M +$22.9K +282 +1%
WPP
391
Whalerock Point Partners
Rhode Island
$2.04M
FBT
392
First Bank & Trust
South Dakota
$2.04M -$239K -2,939 -10%
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$2.01M +$146K +1,800 +7%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$2M +$220K +2,702 +11%
PCA
395
Providence Capital Advisors
North Carolina
$2M +$8.3K +102 +0.4%
BPA
396
Beacon Pointe Advisors
California
$2M +$173K +2,127 +9%
CTA
397
Colonial Trust Advisors
South Carolina
$2M +$83.6K +1,028 +4%
OAM
398
Oppenheimer Asset Management
New York
$1.98M +$26K +319 +1%
SA
399
Strategic Advisors
New York
$1.95M -$66.2K -813 -3%
BRWA
400
B. Riley Wealth Advisors
Florida
$1.95M -$4.7M -57,787 -69%

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 117 opened new positions — a net loss of 16 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 1,308 in Q2 2023.
  • Funds reported $29.3B of American Electric Power stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 117 funds opened new American Electric Power positions in Q3 2023 and 133 closed out, a net change of -16 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.