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American Electric Power
AEP

1,350 hedge funds and large institutions have $33.1B invested in American Electric Power in 2023 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 452 increasing their positions, 510 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more call options, than puts

Call options by funds: $762M | Put options by funds: $166M

93% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 108

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

13% more capital invested

Capital invested by funds: $29.3B → $33.1B (+$3.84B)

6% more funds holding

Funds holding: 1,275 → 1,350 (+75)

1.86% more ownership

Funds ownership: 75.67% → 77.53% (+1.9%)

11% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 510

Holders
1,350
Holders Change
+75
Holders Change %
+5.88%
% of All Funds
19.68%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
208
Increased
452
Reduced
510
Closed
108
Calls
$762M
Puts
$166M
Net Calls
+$596M
Net Calls Change
+$443M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$701M
2
Lazard Asset Management
Lazard Asset Management
New York
+$272M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$198M
4
Nomura Holdings
Nomura Holdings
Japan
+$168M
5
BlackRock
BlackRock
New York
+$162M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$166M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$86M
3
ZP
Zimmer Partners
New York
-$84.5M
4
Invesco
Invesco
Georgia
-$79.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$78.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$254M -$4.25M -54,751 -2%
Amundi
27
Amundi
France
$244M -$1.37M -17,604 -0.6%
Charles Schwab
28
Charles Schwab
California
$242M +$11.5M +147,826 +5%
Barclays
29
Barclays
United Kingdom
$239M +$71.3M +918,547 +45%
Boston Partners
30
Boston Partners
Massachusetts
$223M -$1.03M -13,291 -0.5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$210M +$81M +1,043,885 +68%
JP Morgan Chase
32
JP Morgan Chase
New York
$186M -$18.6M -239,728 -9%
Nomura Holdings
33
Nomura Holdings
Japan
$176M +$168M +2,162,851 New
Millennium Management
34
Millennium Management
New York
$163M +$126M +1,624,133 +427%
AP
35
Antipodes Partners
Australia
$162M +$3.25M +41,814 +2%
SCP
36
Soroban Capital Partners
New York
$160M +$152M +1,963,982 New
UBS AM
37
UBS AM
Illinois
$155M +$10.8M +138,741 +8%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$149M +$71.8M +924,621 +102%
EIP
39
Energy Income Partners
Connecticut
$141M +$16.7M +214,830 +14%
MBA
40
Maple-Brown Abbott
Australia
$137M +$6.09M +78,510 +5%
Pictet Asset Management
41
Pictet Asset Management
Switzerland
$131M -$20.1M -258,559 -14%
Swiss National Bank
42
Swiss National Bank
Switzerland
$131M -$3.49M -44,900 -3%
AIP
43
Atlas Infrastructure Partners
United Kingdom
$119M +$33M +425,746 +41%
Capital Research Global Investors
44
Capital Research Global Investors
California
$117M -$77.6M -1,000,301 -41%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$114M +$53.3M +686,827 +96%
First Trust Advisors
46
First Trust Advisors
Illinois
$113M +$1.07M +13,771 +1%
Macquarie Group
47
Macquarie Group
Australia
$112M -$1.15M -14,855 -1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$111M +$900K +11,593 +0.9%
National Pension Service
49
National Pension Service
South Korea
$106M +$3.48M +44,884 +4%
IC
50
Icahn Carl
Florida
$97.9M +$93.6M +1,205,300 New
1
2
3 4 5

AEP Hedge Fund Activity: Q4 2023 in Review

1,350 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2023, worth a combined $33.1B — up 13% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new AEP positions and 108 closed out — a net gain of 100 holders — while 452 added to existing stakes and 510 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $701M. The largest seller was Ameriprise, cutting an estimated $166M.

  • 1,350 institutional investors held American Electric Power (AEP) as of Q4 2023, up from 1,275 in Q3 2023.
  • Funds reported $33.1B of American Electric Power stock for Q4 2023, up 13% quarter-over-quarter.
  • 208 funds opened new American Electric Power positions in Q4 2023 and 108 closed out, a net change of +100 holders.
  • The largest American Electric Power buyer in Q4 2023 was Morgan Stanley, an estimated $701M added.
  • The largest American Electric Power seller in Q4 2023 was Ameriprise, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2023.