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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
SMG
726
Smart Money Group
Texas
$436K
GWP
727
Gateway Wealth Partners
Wisconsin
$433K +$44.6K +548 +11%
IHL
728
Investment House LLC
California
$431K
JIP
729
Jaffetilchin Investment Partners
Florida
$430K -$3.99K -49 -0.8%
CPIA
730
Cornell Pochily Investment Advisors
New York
$430K -$2.77K -34 -0.6%
DA
731
Drake & Associates
Wisconsin
$428K +$128K +1,573 +38%
EFM
732
E Fund Management
China
$426K +$78.2K +961 +20%
MG
733
Mather Group
Illinois
$426K +$6.43K +79 +1%
AIM
734
Anchor Investment Management
South Carolina
$425K
DP
735
Dearborn Partners
Illinois
$424K -$15K -184 -3%
RCAG
736
Rehmann Capital Advisory Group
Michigan
$424K -$7.97K -98 -2%
EF
737
Empowered Funds
Pennsylvania
$423K +$97.2K +1,195 +27%
PA
738
Parallel Advisors
California
$423K -$19.6K -241 -4%
GWMI
739
Guardian Wealth Management (Illinois)
Illinois
$422K -$333K -4,095 -42%
SIA
740
Strategic Investment Advisors
Michigan
$422K +$2.2K +27 +0.5%
SYBT
741
Stock Yards Bank & Trust
Kentucky
$422K -$51.4K -632 -10%
DJSG
742
D.J. St. Germain
Massachusetts
$421K -$12.2K -150 -3%
PIA
743
Pinion Investment Advisors
Kansas
$420K +$38.6K +474 +9%
HFM
744
Hartford Funds Management
Pennsylvania
$419K +$22.7K +279 +5%
CIA
745
Cohen Investment Advisors
New Hampshire
$419K -$15.1K -185 -3%
MWM
746
Mattern Wealth Management
Kansas
$418K
HNWAG
747
High Net Worth Advisory Group
Florida
$416K +$3.66K +45 +0.8%
GIA
748
Gladstone Institutional Advisory
Florida
$416K +$65K +799 +17%
CI
749
Cigna Investments
Connecticut
$416K -$58K -713 -11%
WI
750
WrapManager Inc
California
$415K -$59.6K -733 -12%

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.