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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
GI
576
GAMCO Investors
Connecticut
$782K
BCP
577
Blue Chip Partners
Michigan
$774K -$35.3K -434 -4%
Robeco Institutional Asset Management
578
Robeco Institutional Asset Management
Netherlands
$769K -$8.64M -106,193 -91%
TAM
579
Titleist Asset Management
Texas
$768K +$148K +1,816 +22%
CCM
580
Chiron Capital Management
Florida
$767K +$830K +10,200 New
SCA
581
Snowden Capital Advisors
New York
$764K -$255K -3,129 -24%
CB
582
Cadence Bank
Mississippi
$762K -$85.5K -1,051 -9%
IC
583
IEQ Capital
California
$762K -$302K -3,706 -27%
CAC
584
Certified Advisory Corp
Florida
$761K
TC
585
Toews Corporation
New Jersey
$760K +$822K +10,100 New
MOS
586
MGO One Seven
Ohio
$760K +$22.6K +278 +3%
SACTSONJ
587
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$752K
AAM
588
AR Asset Management
California
$752K
BSW
589
Buckingham Strategic Wealth
Missouri
$750K +$26.1K +321 +3%
AIA
590
Affinity Investment Advisors
California
$750K
UCFA
591
United Capital Financial Advisors
Texas
$744K -$819K -10,071 -50%
GBT
592
Grove Bank & Trust
Florida
$739K +$65.5K +805 +9%
KCPG
593
Kavar Capital Partners Group
Kansas
$737K +$798K +9,803 New
FLI
594
Family Legacy Inc
South Carolina
$736K +$2.85K +35 +0.4%
RCM
595
Radnor Capital Management
Pennsylvania
$731K +$791K +9,718 New
IA
596
IFP Advisors
Florida
$731K -$145K -1,782 -16%
OPW
597
Oxler Private Wealth
New York
$727K +$8.46K +104 +1%
HSA
598
HBK Sorce Advisory
Pennsylvania
$724K -$651 -8 -0.1%
PHS
599
Pekin Hardy Strauss
Illinois
$723K
AA
600
Ancora Advisors
Ohio
$723K +$78.2K +961 +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.