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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
RB
901
Rodgers Brothers
Pennsylvania
$271K +$1.55K +19 +0.5%
PL
902
Perpetual Ltd
Australia
$271K
JIC
903
Joel Isaacson & Co
New York
$270K +$7.73K +95 +3%
UCMOK
904
United Capital Management of KS
Kansas
$270K -$10.9K -134 -4%
DBT
905
Dubuque Bank & Trust
Iowa
$270K
CWA
906
Centennial Wealth Advisory
Michigan
$269K -$3.82K -47 -1%
EGA
907
E&G Advisors
Texas
$268K
MSR
908
Main Street Research
Connecticut
$268K -$10.4M -128,241 -97%
CSB
909
City State Bank
Iowa
$268K +$32.5K +400 +13%
Fayez Sarofim & Co
910
Fayez Sarofim & Co
Texas
$267K
BFEC
911
Benjamin F. Edwards & Company
Missouri
$267K -$93.6K -1,150 -24%
SL
912
Salomon & Ludwin
Virginia
$267K
CT
913
Chicago Trust
Illinois
$266K -$16.1K -198 -5%
CPA
914
Court Place Advisors
Maryland
$266K
VWMG
915
Virginia Wealth Management Group
Virginia
$264K
FFP
916
FourThought Financial Partners
Florida
$264K -$64K -787 -18%
PSFG
917
Prairie Sky Financial Group
Illinois
$264K
IFA
918
Interactive Financial Advisors
Illinois
$263K
IAIM
919
International Assets Investment Management
Florida
$263K +$23K +283 +9%
DI
920
DFPG Investments
Utah
$263K -$7.41K -91 -3%
MC
921
Mathes Company
New York
$263K -$12.1K -149 -4%
CAMG
922
CWA Asset Management Group
Florida
$263K +$24.6K +302 +9%
PBK
923
Peoples Bank (Kansas)
Kansas
$262K +$284K +3,487 New
LF
924
Lantz Financial
Illinois
$262K +$4.88K +60 +2%
APG
925
Abacus Planning Group
South Carolina
$262K +$81 +1 +0%

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.