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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
SFG
851
Sovereign Financial Group
Connecticut
$306K +$1.47K +18 +0.4%
HFM
852
Harvest Fund Management
China
$305K +$124K +1,526 +60%
TPWA
853
TRUE Private Wealth Advisors
Oregon
$305K +$51.1K +628 +18%
BL
854
Balentine LLC
Georgia
$302K +$97.4K +1,197 +42%
MC
855
Maverick Capital
Texas
$301K +$326K +4,005 New
Los Angeles Capital Management
856
Los Angeles Capital Management
California
$299K -$5.78K -71 -2%
OWA
857
Octavia Wealth Advisors
Ohio
$299K +$324K +3,976 New
CCP
858
Clough Capital Partners
Massachusetts
$298K +$323K +3,966 New
HBW
859
Hazlett, Burt & Watson
West Virginia
$296K -$184K -2,266 -37%
MFG
860
Magnus Financial Group
New York
$296K -$163 -2 -0.1%
CIC
861
Carnegie Investment Counsel
Ohio
$296K -$1.47K -18 -0.5%
ISL
862
Ingalls & Snyder LLC
New York
$295K
MPPLM
863
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$294K +$32.9K +404 +12%
PTC
864
Petrus Trust Company
Texas
$294K +$318K +3,912 New
IP
865
Ignite Planners
California
$294K +$10.4K +128 +3%
GT
866
Glenview Trust
Kentucky
$293K -$28.8K -354 -8%
CCWM
867
Cassaday & Co Wealth Management
Virginia
$291K +$1.3K +16 +0.4%
NIM
868
Northeast Investment Management
Massachusetts
$291K
CI
869
Conning Inc
Connecticut
$290K
FG
870
Fiduciary Group
Georgia
$290K
CIAS
871
CFS Investment Advisory Services
New Jersey
$290K +$314K +3,857 New
KA
872
Kovack Advisors
Florida
$288K -$108K -1,332 -26%
CA
873
Cornerstone Advisory
Maryland
$288K +$814 +10 +0.3%
WHC
874
Wulff, Hansen & Co
California
$288K -$14.2K -175 -4%
MCM
875
McDonough Capital Management
Florida
$286K +$74.9K +921 +32%

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.