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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
MWM
826
Mission Wealth Management
California
$340K -$13.8K -170 -4%
IFG
827
Independent Financial Group
California
$338K -$77.1K -948 -17%
NP
828
Nilsine Partners
Colorado
$337K -$732 -9 -0.2%
AW
829
Apricus Wealth
South Carolina
$337K +$122K +1,500 +50%
EWM
830
Evercore Wealth Management
New York
$336K -$25.3K -311 -7%
MP
831
McDonald Partners
Ohio
$330K +$4.07K +50 +1%
WF
832
Welch & Forbes
Massachusetts
$328K +$20.3K +249 +6%
CS
833
Cannell & Spears
New York
$327K
MMG
834
Monetary Management Group
Missouri
$325K -$4.23K -52 -1%
LBC
835
Lowe Brockenbrough & Co
Virginia
$324K -$1.63K -20 -0.5%
KMWM
836
Keudell/Morrison Wealth Management
Oregon
$324K -$14K -172 -4%
ASC
837
Atalanta Sosnoff Capital
New York
$323K -$28.2K -346 -7%
BHCM
838
Brevan Howard Capital Management
Jersey
$320K +$347K +4,259 New
ES
839
Eagle Strategies
New York
$319K +$49.6K +610 +17%
JF
840
Jump Financial
Illinois
$318K +$52.7K +648 +18%
FLPIM
841
F.L. Putnam Investment Management
Massachusetts
$318K -$1.52M -18,644 -82%
UAS
842
United Asset Strategies
New York
$317K +$12.5K +154 +4%
AAM
843
Aureus Asset Management
Massachusetts
$315K -$52.5K -645 -13%
PTP
844
Platform Technology Partners
New York
$314K -$1.22K -15 -0.4%
PRC
845
Pearl River Capital
Michigan
$313K +$339K +4,165 New
DAS
846
Dynamic Advisor Solutions
Arizona
$313K -$2.03K -25 -0.6%
DJYG
847
David J. Yvars Group
Florida
$309K
HR
848
Howe & Rusling
New York
$308K -$122K -1,505 -27%
JCM
849
J2 Capital Management
Michigan
$308K -$7.32K -90 -2%
IAM
850
Innovis Asset Management
Illinois
$306K +$5.37K +66 +2%

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.