American Electric Power
1,350 hedge funds and large institutions have $33.1B invested in American Electric Power in 2023 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 452 increasing their positions, 510 reducing their positions, and 108 closing their positions.
358% more call options, than puts
Call options by funds: $762M | Put options by funds: $166M
93% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 108
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
13% more capital invested
Capital invested by funds: $29.3B → $33.1B (+$3.84B)
6% more funds holding
Funds holding: 1,275 → 1,350 (+75)
1.86% more ownership
Funds ownership: 75.67% → 77.53% (+1.9%)
11% less repeat investments, than reductions
Existing positions increased: 452 | Existing positions reduced: 510
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$701M |
| 2 |
Lazard Asset Management
New York
|
+$272M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$198M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$168M |
| 5 |
BlackRock
New York
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$166M |
| 2 |
Neuberger Berman Group
New York
|
-$86M |
| 3 |
ZP
Zimmer Partners
New York
|
-$84.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$79.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$78.1M |
AEP Hedge Fund Activity: Q4 2023 in Review
1,350 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2023, worth a combined $33.1B — up 13% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new AEP positions and 108 closed out — a net gain of 100 holders — while 452 added to existing stakes and 510 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $701M. The largest seller was Ameriprise, cutting an estimated $166M.
- 1,350 institutional investors held American Electric Power (AEP) as of Q4 2023, up from 1,275 in Q3 2023.
- Funds reported $33.1B of American Electric Power stock for Q4 2023, up 13% quarter-over-quarter.
- 208 funds opened new American Electric Power positions in Q4 2023 and 108 closed out, a net change of +100 holders.
- The largest American Electric Power buyer in Q4 2023 was Morgan Stanley, an estimated $701M added.
- The largest American Electric Power seller in Q4 2023 was Ameriprise, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2023.