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American Electric Power

1,352 hedge funds and large institutions have $34.6B invested in American Electric Power in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 540 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $327M | Put options by funds: $135M

21% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 446

3% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 109

1.5% less ownership

Funds ownership: 75.64%74.13% (-1.5%)

2% less funds holding

Funds holding: 1,3861,352 (-34)

7% less capital invested

Capital invested by funds: $37B → $34.6B (-$2.46B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,352
Holders Change
-34
Holders Change %
-2.45%
% of All Funds
21.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
112
Increased
540
Reduced
446
Closed
109
Calls
$327M
Puts
$135M
Net Calls
+$192M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$86.8M -$1.57M -17,213 -2%
SO
52
STRS Ohio
Ohio
$86.7M -$5.47M -59,830 -6%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$86.7M +$102M +1,119,687 +141%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$84.5M +$1.1K +12 +0%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$84.4M -$383K -4,183 -0.4%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$79.4M -$2.99M -32,678 -4%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.8M -$509K -5,561 -0.6%
Chevy Chase Trust
58
Chevy Chase Trust
Maryland
$77.7M -$3.53M -38,595 -4%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$75.5M -$779K -8,520 -1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$74.1M +$1.62M +17,721 +2%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$73.8M +$1.17M +12,790 +2%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$73.5M -$20.3M -222,115 -22%
LPL Financial
63
LPL Financial
California
$73.4M +$19.3M +210,932 +35%
Deutsche Bank
64
Deutsche Bank
Germany
$72.6M -$64.7M -706,883 -47%
Truist Financial
65
Truist Financial
North Carolina
$71.6M -$22M -240,250 -23%
HighTower Advisors
66
HighTower Advisors
Illinois
$68.1M +$7.23M +79,065 +12%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$68.1M -$4.63M -50,605 -6%
Barclays
68
Barclays
United Kingdom
$67.8M -$22.3M -243,757 -25%
GF
69
Gabelli Funds
New York
$67.6M
WHRC
70
W.H. Reaves & Co
New Jersey
$65.7M -$78.2K -855 -0.1%
M&T Bank
71
M&T Bank
New York
$65M +$226K +2,474 +0.3%
CIC
72
Crawford Investment Counsel
Georgia
$64.1M +$659K +7,208 +1%
HNB
73
Huntington National Bank
Ohio
$59.9M +$3.75M +41,028 +7%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$59.5M +$7.98M +87,215 +15%
Stifel Financial
75
Stifel Financial
Missouri
$59.3M +$7.37M +80,564 +14%

AEP Hedge Fund Activity: Q1 2023 in Review

1,352 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2023, worth a combined $34.6B — down 6.6% from $37B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AEP positions and 109 closed out — a net gain of 3 holders — while 540 added to existing stakes and 446 trimmed.

The largest buyer was Jane Street, adding an estimated $173M. The largest seller was GQG Partners, cutting an estimated $611M.

  • 1,352 institutional investors held American Electric Power (AEP) as of Q1 2023, down from 1,386 in Q4 2022.
  • Funds reported $34.6B of American Electric Power stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 112 funds opened new American Electric Power positions in Q1 2023 and 109 closed out, a net change of +3 holders.
  • The largest American Electric Power buyer in Q1 2023 was Jane Street, an estimated $173M added.
  • The largest American Electric Power seller in Q1 2023 was GQG Partners, an estimated $611M sold.

Based on aggregated 13F filings for Q1 2023.