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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
LODC
801
Lanham O'Dell & Company
West Virginia
$363K +$3.17K +39 +0.8%
QCG
802
Quadrant Capital Group
Ohio
$363K -$53K -651 -12%
GCM
803
Gables Capital Management
Florida
$362K +$16.3K +200 +4%
CPSAC
804
Chas P. Smith & Associates (CPS)
Florida
$361K -$291K -3,580 -43%
HBT
805
Heartland Bank & Trust
Illinois
$359K +$6.18K +76 +2%
FOFP
806
Fee-Only Financial Planning
South Carolina
$359K
DFCM
807
Dark Forest Capital Management
Puerto Rico
$357K +$90.9K +1,117 +31%
PWAM
808
Pinnacle West Asset Management
Wyoming
$355K +$11.4K +140 +3%
APP
809
Avantax Planning Partners
Iowa
$353K +$7.32K +90 +2%
HIP
810
HUB Investment Partners
Texas
$353K +$1.06K +13 +0.3%
RAM
811
Roanoke Asset Management
New Jersey
$353K -$2.44K -30 -0.6%
PCM
812
Parsons Capital Management
Rhode Island
$349K
CHC
813
City Holding Co
West Virginia
$348K -$15.2K -187 -4%
GWM
814
GDS Wealth Management
Texas
$347K -$25.2K -310 -6%
IFWM
815
Institute for Wealth Management
Colorado
$346K -$5.45K -67 -1%
SFC
816
Strategic Financial Concepts
Texas
$346K
IPAM
817
ICICI Prudential Asset Management
India
$345K +$88.2K +1,084 +31%
AMIM
818
Aull & Monroe Investment Management
Alabama
$344K -$2.52K -31 -0.7%
SP
819
Symmetry Partners
Connecticut
$343K -$28.9K -355 -7%
EHC
820
Everett Harris & Co
California
$342K
FBB
821
Fulton Breakefield Broenniman
Maryland
$341K -$2.03K -25 -0.5%
MCWS
822
McKinley Carter Wealth Services
West Virginia
$341K +$163 +2 +0%
EWM
823
Empirical Wealth Management
Washington
$341K -$80.6K -991 -18%
TCMP
824
Thrive Capital Management (Pennsylvania)
Pennsylvania
$341K -$53.5K -658 -13%
LA
825
LexAurum Advisors
Kansas
$340K +$70.3K +864 +24%

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.