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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
BCM
751
Birmingham Capital Management
Alabama
$415K +$34.2K +420 +8%
LSA
752
Leonteq Securities AG
Switzerland
$415K -$488 -6 -0.1%
FIA
753
Foundations Investment Advisors
Arizona
$415K -$84.3K -1,036 -16%
AP
754
Atwood & Palmer
Missouri
$414K
CK
755
Cohen Klingenstein
New York
$414K
AWM
756
Accurate Wealth Management
Florida
$414K +$62.1K +763 +16%
STA
757
Summit Trail Advisors
New York
$411K +$210K +2,583 +90%
DT
758
Diversified Trust
Tennessee
$411K -$18.8K -231 -4%
BIA
759
Barry Investment Advisors
Massachusetts
$410K -$17.4K -214 -4%
9WM
760
9258 Wealth Management
Ohio
$409K +$976 +12 +0.2%
AWM
761
Aberdeen Wealth Management
Illinois
$409K
FC
762
Forte Capital
New York
$405K -$2.03K -25 -0.5%
MMM
763
Mendel Money Management
Illinois
$404K +$40.5K +498 +10%
SDAM
764
Shulman DeMeo Asset Management
New York
$404K -$325 -4 -0.1%
SIG
765
Stonegate Investment Group
Alabama
$403K -$24.2K -298 -5%
CGL
766
Clarius Group LLC
Washington
$400K -$127K -1,564 -23%
Fisher Asset Management
767
Fisher Asset Management
Washington
$399K +$52.8K +649 +14%
MIP
768
Marietta Investment Partners
Wisconsin
$398K
AWAG
769
ARS Wealth Advisors Group
Florida
$398K -$86.7K -1,066 -17%
RIA
770
Realta Investment Advisors
Delaware
$397K
STC
771
Sarah T. Connolly
$397K -$40.7K -500 -9%
SIA
772
Schechter Investment Advisors
Michigan
$397K +$28.2K +346 +7%
WIM
773
WealthPlan Investment Management
Nebraska
$396K +$391K +4,800 +1,046%
BFA
774
Beaumont Financial Advisors
Massachusetts
$395K +$428K +5,256 New
IIC
775
Ironwood Investment Counsel
Arizona
$395K

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.