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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
HAG
876
HF Advisory Group
Maryland
$286K +$16.8K +206 +6%
AA
877
Advisory Alpha
Michigan
$285K +$104K +1,275 +51%
LFG
878
Lockerman Financial Group
California
$283K +$81 +1 +0%
CT
879
Caldwell Trust
Florida
$282K
THWM
880
Taylor Hoffman Wealth Management
Virginia
$282K
CST
881
Charles Schwab Trust
Nevada
$282K +$305K +3,745 New
HIA
882
Harbor Investment Advisory
Maryland
$281K -$47K -577 -13%
PA
883
PFG Advisors
Arizona
$280K -$2.04M -25,063 -87%
NB
884
Northwest Bancshares
Pennsylvania
$279K +$41.7K +512 +16%
TI
885
Trexquant Investment
Connecticut
$279K +$302K +3,707 New
OAM
886
Ostrum Asset Management
France
$279K -$90.6K -1,113 -23%
TNB
887
Thomasville National Bank
Georgia
$279K -$59.9K -736 -17%
CC
888
Centiva Capital
New York
$279K +$301K +3,704 New
DLA
889
Douglas Lane & Associates
New York
$278K
RFN
890
RDA Financial Network
Iowa
$278K +$37.8K +464 +14%
BPFA
891
Barnes Pettey Financial Advisors
Mississippi
$277K
RCA
892
Ranch Capital Advisors
Florida
$277K +$15.5K +191 +5%
PWAG
893
Polaris Wealth Advisory Group
California
$277K +$300K +3,682 New
SBIA
894
Sheaff Brock Investment Advisors
Indiana
$276K
WPC
895
Wedmont Private Capital
Pennsylvania
$275K +$17K +209 +6%
FIM
896
Fruth Investment Management
Texas
$274K
NW
897
NewEdge Wealth
Pennsylvania
$274K -$728K -8,942 -71%
BOS
898
Bank of Stockton
California
$274K +$294K +3,611 New
MW
899
Marcum Wealth
Ohio
$273K -$4.07K -50 -1%
FNFDCM
900
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$272K

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.