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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
OTL
451
Oak Thistle LLC
New York
$1.49M +$1.61M +19,784 New
BNP Paribas Asset Management
452
BNP Paribas Asset Management
France
$1.48M +$261K +3,206 +20%
TMAM
453
Tokio Marine Asset Management
Japan
$1.47M -$10.9K -134 -0.7%
MCM
454
MAI Capital Management
Ohio
$1.45M -$49.4K -607 -3%
AWM
455
Apollon Wealth Management
South Carolina
$1.44M +$30.2K +371 +2%
GAM
456
Garrison Asset Management
Arkansas
$1.43M -$3.58K -44 -0.2%
SG Americas Securities
457
SG Americas Securities
New York
$1.43M -$5.4M -66,396 -78%
UBV
458
United Bank (Virginia)
Virginia
$1.42M +$6.35K +78 +0.4%
PWP
459
Principle Wealth Partners
Connecticut
$1.42M +$26.3K +323 +2%
SI
460
Stephens Inc
Arkansas
$1.41M +$203K +2,497 +15%
MP
461
Munro Partners
Australia
$1.41M +$1.52M +18,695 New
PFA
462
Pathway Financial Advisers
Indiana
$1.39M +$1.51M +18,538 New
SDIC
463
South Dakota Investment Council
South Dakota
$1.39M
KFP
464
KMG Fiduciary Partners
Ohio
$1.39M -$75K -922 -5%
BFG
465
Bleakley Financial Group
New Jersey
$1.38M -$267K -3,287 -15%
SS
466
Simplicity Solutions
Minnesota
$1.38M -$267K -3,283 -15%
MNBTD
467
Moody National Bank Trust Division
Texas
$1.38M +$196K +2,413 +15%
MC
468
Moors & Cabot
Massachusetts
$1.37M -$99.7K -1,225 -6%
AAS
469
Ameritas Advisory Services
Nebraska
$1.37M +$1.25M +15,405 +549%
BOSSRA
470
B.O.S.S. Retirement Advisors
Utah
$1.35M -$108K -1,322 -7%
VHAM
471
Van Hulzen Asset Management
California
$1.34M +$1.06M +13,000 +267%
RPSA
472
Richard P. Slaughter Associates
Texas
$1.34M +$230K +2,823 +19%
JWM
473
JGP Wealth Management
Oregon
$1.34M +$12.4K +153 +0.9%
MF
474
Magnetar Financial
Illinois
$1.33M +$1.44M +17,659 New
EF
475
Empirical Finance
Pennsylvania
$1.33M +$140K +1,718 +11%

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.