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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
PPC
626
Park Place Capital
Alabama
$648K -$11.1K -137 -2%
NL
627
Navalign LLC
California
$645K -$6.35K -78 -0.9%
GAG
628
GM Advisory Group
New York
$645K
PCMF
629
Private Capital Management (Florida)
Florida
$643K +$83.8K +1,030 +14%
IWM
630
IHT Wealth Management
Illinois
$642K +$58.8K +723 +9%
MUMSS
631
Mitsubishi UFJ Morgan Stanley Securities
Japan
$638K +$690K +8,478 New
SM
632
STF Management
Texas
$634K +$420K +5,160 +158%
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$633K +$46.1K +566 +7%
IW
634
Imprint Wealth
South Carolina
$632K +$146K +1,789 +27%
MCP
635
Mirador Capital Partners
California
$624K +$162K +1,987 +32%
RL
636
Rogco LP
Oklahoma
$619K +$669K +8,225 New
S
637
SignatureFD
Georgia
$614K +$187K +2,300 +39%
TL
638
Tradewinds LLC
North Carolina
$611K -$4.64K -57 -0.7%
FHA
639
Flagship Harbor Advisors
Massachusetts
$610K -$18.3K -225 -3%
JGUA
640
John G. Ullman & Associates
New York
$610K
MA
641
MKT Advisors
California
$607K +$6.51K +80 +1%
DCM
642
Donaldson Capital Management
Indiana
$607K -$27.7K -341 -4%
CAG
643
Crestwood Advisors Group
Massachusetts
$599K +$16K +197 +3%
BFM
644
Boothbay Fund Management
New York
$598K +$647K +7,952 New
HI
645
Harbour Investments
Wisconsin
$594K +$50.7K +623 +9%
Aviva
646
Aviva
United Kingdom
$594K +$16.3K +200 +3%
HF
647
HRT Financial
New York
$593K +$642K +7,888 New
BCV
648
Banque Cantonale Vaudoise
Switzerland
$589K +$544K +6,683 +580%
TCM
649
Twin Capital Management
Pennsylvania
$587K -$59.5K -731 -9%
TBA
650
Tower Bridge Advisors
Pennsylvania
$582K

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.