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American Electric Power
AEP

1,274 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: 9 → 10 (+1)

1.59% more ownership

Funds ownership: 74.09% → 75.67% (+1.6%)

3% less funds holding

Funds holding: 1,307 → 1,274 (-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
1,274
Holders Change
-33
Holders Change %
-2.52%
% of All Funds
20.22%
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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$292M
2
BlackRock
BlackRock
New York
+$154M
3
Invesco
Invesco
Georgia
+$96.2M
4
AP
Antipodes Partners
Australia
+$65.8M
5
Franklin Resources
Franklin Resources
California
+$58.3M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$169M
2
Millennium Management
Millennium Management
New York
-$136M
3
Jane Street
Jane Street
New York
-$68.8M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$59.7M
5
Macquarie Group
Macquarie Group
Australia
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$213M +$5.25M +64,525 +2%
Boston Partners
27
Boston Partners
Massachusetts
$207M +$221K +2,713 +0.1%
JP Morgan Chase
28
JP Morgan Chase
New York
$190M +$42.5M +522,608 +26%
Capital Research Global Investors
29
Capital Research Global Investors
California
$184M +$45.7K +562 +0%
Goldman Sachs
30
Goldman Sachs
New York
$176M +$13.8M +168,984 +8%
Barclays
31
Barclays
United Kingdom
$152M +$41.2M +505,987 +33%
AP
32
Antipodes Partners
Australia
$146M +$65.8M +809,067 +71%
Pictet Asset Management
33
Pictet Asset Management
Switzerland
$141M +$152M +1,872,075 New
UBS AM
34
UBS AM
Illinois
$133M -$15.2M -186,630 -10%
Swiss National Bank
35
Swiss National Bank
Switzerland
$125M -$16.4M -202,000 -11%
MBA
36
Maple-Brown Abbott
Australia
$121M +$625K +7,680 +0.5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$116M +$45.5M +559,538 +57%
EIP
38
Energy Income Partners
Connecticut
$115M +$4.43M +54,438 +4%
DPIM
39
Duff & Phelps Investment Management
Illinois
$109M -$1.32M -16,232 -1%
EIP
40
Epoch Investment Partners
New York
$104M -$10.8M -132,385 -9%
First Trust Advisors
41
First Trust Advisors
Illinois
$104M +$7.28M +89,456 +7%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$102M -$2.46M -30,286 -2%
National Pension Service
43
National Pension Service
South Korea
$96.2M +$5.6M +68,793 +6%
ZP
44
Zimmer Partners
New York
$92.7M +$9.59M +117,834 +11%
RJA
45
Raymond James & Associates
Florida
$90.2M +$2.47M +30,336 +3%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$83.4M +$20.8M +255,481 +30%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$79.2M +$6.36M +78,136 +8%
AIP
48
Atlas Infrastructure Partners
United Kingdom
$78.5M +$27M +331,806 +47%
CIC
49
Crawford Investment Counsel
Georgia
$77M +$4.03M +49,497 +5%
Victory Capital Management
50
Victory Capital Management
Texas
$76.7M +$6.42M +78,909 +8%
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AEP Hedge Fund Activity: Q3 2023 in Review

1,274 of the 6,301 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.

  • 1,274 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.
  • 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.