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American Electric Power

1,274 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: 1,3071,274 (-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
1,274
Holders Change
-33
Holders Change %
-2.52%
% of All Funds
20.22%
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
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$75.9M +$39.7M +487,628 +94%
APG Asset Management
52
APG Asset Management
Netherlands
$72.8M -$6.59M -81,017 -8%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$71.7M +$32.4K +398 +0%
JIC
54
Johnson Investment Counsel
Ohio
$71.6M +$501K +6,157 +0.7%
LPL Financial
55
LPL Financial
California
$70.8M +$3.49M +42,928 +5%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$68.5M -$1.72M -21,183 -2%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$68.1M -$6.4M -78,633 -8%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$66.9M +$4.74M +58,219 +7%
HighTower Advisors
59
HighTower Advisors
Illinois
$66M +$7.02M +86,329 +11%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$65.3M -$1.98M -24,300 -3%
Macquarie Group
61
Macquarie Group
Australia
$63.8M -$39M -478,836 -26%
Two Sigma Investments
62
Two Sigma Investments
New York
$62.9M +$9.42M +115,809 +16%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.7M +$373K +4,587 +0.6%
HNB
64
Huntington National Bank
Ohio
$61.6M -$1.05M -12,948 -2%
Stifel Financial
65
Stifel Financial
Missouri
$60.2M +$4.61M +56,601 +8%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$57.7M +$16.1M +198,394 +38%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$57.1M -$4.37M -53,715 -7%
GF
68
Gabelli Funds
New York
$55.4M -$366K -4,500 -0.6%
M&T Bank
69
M&T Bank
New York
$53.2M -$611K -7,513 -1%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$52.8M -$2.08M -25,563 -4%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$52.8M -$631K -7,753 -1%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$52.6M +$18M +220,720 +46%
Mawer Investment Management
73
Mawer Investment Management
Alberta, Canada
$52.3M +$6.62M +81,333 +13%
WHRC
74
W.H. Reaves & Co
New Jersey
$51.4M -$144K -1,774 -0.3%
SO
75
STRS Ohio
Ohio
$49.7M -$1.27M -15,576 -2%

AEP Hedge Fund Activity: Q3 2023 in Review

1,274 of the 6,301 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.

  • 1,274 institutional investors held American Electric Power (AEP) as of Q3 2023, down from 1,307 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.