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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
ACM
551
Aquatic Capital Management
Illinois
$850K -$3.1M -38,100 -77%
FIM
552
Freedom Investment Management
Connecticut
$849K +$136K +1,668 +17%
MSA
553
Marino Stram & Associates
Massachusetts
$845K -$31.4K -386 -3%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$840K +$268K +3,290 +42%
EH
555
Equitable Holdings
New York
$835K +$135K +1,653 +18%
LFAS
556
Level Four Advisory Services
Texas
$834K -$232K -2,856 -20%
PNC
557
Park National Corp
Ohio
$833K -$206K -2,536 -19%
GI
558
GS Investments
Minnesota
$831K
TGAM
559
TBH Global Asset Management
Tennessee
$827K +$895K +11,000 New
CI Investments Inc
560
CI Investments Inc
Ontario, Canada
$827K +$669K +8,226 +297%
SF
561
Summit Financial
New Jersey
$819K -$895 -11 -0.1%
BAMF
562
BI Asset Management Fondsmaeglerselskab
Denmark
$819K +$77.2K +949 +10%
GWM
563
Geneos Wealth Management
Colorado
$813K +$55.3K +680 +7%
HW
564
Hancock Whitney
Mississippi
$813K -$234K -2,880 -21%
HCA
565
Harbor Capital Advisors
Illinois
$807K
CT
566
Colonial Trust
South Carolina
$804K +$181K +2,223 +26%
NW
567
Naviter Wealth
Arkansas
$801K +$200K +2,457 +30%
SOAMC
568
Spirit of America Management Corp
New York
$801K +$187K +2,300 +28%
NC
569
NovaPoint Capital
Georgia
$796K +$82.9K +1,019 +11%
CC
570
Constitution Capital
Connecticut
$792K -$85.4K -1,050 -9%
DI
571
DAGCO Inc
Ohio
$788K +$111K +1,365 +27%
PA
572
Procyon Advisors
Connecticut
$787K -$19.7K -242 -2%
SLI
573
Sumitomo Life Insurance
Japan
$787K -$10.2K -125 -1%
IIM
574
InTrack Investment Management
Vermont
$785K -$54K -664 -6%
AAG
575
Armstrong Advisory Group
Massachusetts
$784K

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.