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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
NAM
526
NTV Asset Management
West Virginia
$971K -$6.51K -80 -0.6%
KWM
527
Kingsview Wealth Management
Oregon
$958K +$31.2K +384 +3%
CA
528
Claro Advisors
Massachusetts
$956K +$38.2K +469 +4%
KWA
529
Kingswood Wealth Advisors
California
$955K +$1.03M +12,695 New
TSS
530
Two Sigma Securities
New York
$954K +$1.03M +12,684 New
WA
531
Wealth Alliance
New York
$947K +$111K +1,363 +12%
WANY
532
Wealthspire Advisors (New York)
New York
$940K -$43.3K -532 -4%
FTDI
533
First Trust Direct Indexing
Massachusetts
$939K -$14.2K -174 -1%
CC
534
Cipher Capital
New York
$933K +$420K +5,164 +71%
AF
535
Allworth Financial
California
$924K +$732 +9 +0.1%
SPC
536
Sigma Planning Corp
Michigan
$920K +$28.9K +355 +3%
MIM
537
Morningstar Investment Management
Illinois
$920K +$66.2K +814 +7%
MWM
538
Meridian Wealth Management
Kentucky
$910K +$529K +6,506 +116%
AFG
539
Albion Financial Group
Utah
$904K
SWA
540
Stratos Wealth Advisors
Ohio
$902K +$548K +6,731 +128%
AIP
541
ARS Investment Partners
New York
$899K -$38.8K -477 -4%
MCM
542
Mainstay Capital Management
Michigan
$893K -$330K -4,053 -25%
Capstone Investment Advisors
543
Capstone Investment Advisors
New York
$891K +$964K +11,846 New
PA
544
Probity Advisors
Texas
$880K +$18.1K +223 +2%
BCA
545
Bay Colony Advisors
Massachusetts
$870K +$182K +2,235 +24%
VA
546
Vident Advisory
Georgia
$863K +$933K +11,468 New
TYCC
547
Texas Yale Capital Corp
Florida
$861K -$930K -11,427 -50%
EFMC
548
Empire Financial Management Company
New York
$861K -$67.9K -835 -7%
PWA
549
Provenance Wealth Advisors
Florida
$858K +$928K +11,407 New
CA
550
Clearstead Advisors
Ohio
$857K +$288K +3,536 +45%

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.