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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
CC
701
Chicago Capital
Illinois
$477K -$11.4K -140 -2%
KIA
702
KCM Investment Advisors
California
$476K -$15.9K -196 -3%
FSA
703
Franklin Street Advisors
North Carolina
$473K -$89.5K -1,100 -15%
FA
704
FDx Advisors
Illinois
$469K -$153K -1,878 -23%
NRS
705
Neville Rodie & Shaw
New York
$469K
Luther King Capital Management (LKCM)
706
Luther King Capital Management (LKCM)
Texas
$469K -$27.3K -336 -5%
CW
707
CreativeOne Wealth
Kansas
$466K -$140K -1,725 -22%
PVI
708
Pine Valley Investments
New Jersey
$465K +$503K +6,179 New
CG
709
Colony Group
Massachusetts
$464K -$12.7K -156 -2%
PPW
710
Parcion Private Wealth
Washington
$463K -$2.36K -29 -0.5%
ICG
711
InterOcean Capital Group
Tennessee
$460K -$36.5K -449 -7%
IAN
712
Integrated Advisors Network
Texas
$460K +$85K +1,044 +21%
HH
713
Hilltop Holdings
Texas
$456K -$171K -2,096 -26%
RIL
714
Rothschild Investment LLC
Illinois
$456K +$17.9K +220 +4%
CF
715
Clarity Financial
Texas
$456K -$16.3K -200 -3%
SCM
716
Schnieders Capital Management
California
$453K -$252K -3,103 -34%
ARG
717
Advisory Resource Group
Oklahoma
$453K
WA
718
WBH Advisory
Maryland
$452K -$32K -393 -6%
RPC
719
Rossmore Private Capital
Connecticut
$451K -$17.7K -218 -4%
SSB
720
Sandy Spring Bank
Maryland
$450K -$29.2K -359 -6%
BHPW
721
Beverly Hills Private Wealth
California
$444K -$518K -6,360 -52%
BOH
722
Bank of Hawaii
Hawaii
$438K +$12.2K +150 +3%
BO
723
Bank OZK
Arkansas
$438K -$65.1K -800 -12%
GWS
724
Glassman Wealth Services
Virginia
$437K +$153K +1,879 +48%
LCM
725
Liberty Capital Management
Michigan
$436K +$46.8K +575 +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.