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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
GFA
601
Gallagher Fiduciary Advisors
Illinois
$723K +$24K +295 +3%
TCOT
602
Trust Company of Toledo
Ohio
$722K +$99.8K +1,227 +15%
GFP
603
Gryphon Financial Partners
Ohio
$717K -$53.7K -660 -6%
PWM
604
Perigon Wealth Management
California
$712K +$171K +2,101 +29%
TCM
605
Teza Capital Management
Illinois
$710K +$50.9K +625 +7%
LIA
606
LS Investment Advisors
Michigan
$705K +$51.4K +632 +7%
BJL
607
Brighton Jones LLC
Washington
$704K -$264K -3,244 -26%
OFG
608
Oxford Financial Group
Indiana
$703K -$3.42K -42 -0.4%
HPC
609
HM Payson & Co
Maine
$703K +$407 +5 +0.1%
PTC
610
Private Trust Company
Ohio
$697K -$48.1K -591 -6%
Lido Advisors
611
Lido Advisors
California
$694K +$20.6K +253 +3%
CWM
612
C2C Wealth Management
Arizona
$693K
WFM
613
Wolff Financial Management
Michigan
$686K +$742K +9,124 New
FCM
614
Fourpath Capital Management
Oklahoma
$676K -$976 -12 -0.1%
BB
615
Busey Bank
Illinois
$672K -$196K -2,407 -21%
EA
616
Eudaimonia Advisors
Tennessee
$669K -$4.96K -61 -0.7%
MAS
617
Meeder Advisory Services
Ohio
$668K +$9.2K +113 +1%
BTWM
618
Baker Tilly Wealth Management
Wisconsin
$667K -$142K -1,745 -16%
WC
619
Whitney & Co
New York
$666K -$28.5K -350 -4%
TI
620
Tidal Investments
Wisconsin
$659K +$94.6K +1,162 +15%
CDH
621
Charles D. Hyman
$657K -$14K -172 -2%
MA
622
Mutual Advisors
Nebraska
$656K +$79.9K +982 +13%
CAM
623
Columbia Asset Management
Michigan
$651K -$70.5K -867 -9%
AFT
624
Alpha Family Trust
California
$650K +$703K +8,635 New
IRC
625
Investors Research Corp
Georgia
$648K

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.