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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
RIA
926
Richwood Investment Advisors
Ohio
$261K
ACP
927
Aveo Capital Partners
Colorado
$261K -$12.4K -153 -4%
SCM
928
Stevens Capital Management
Pennsylvania
$260K +$281K +3,453 New
CSIC
929
Clifford Swan Investment Counsel
California
$259K
GMA
930
Glassy Mountain Advisors
Maryland
$259K
VIM
931
Vinva Investment Management
Australia
$257K +$13K +160 +5%
WJWM
932
Williams Jones Wealth Management
New York
$256K +$81.4K +1,000 +42%
HCS
933
Himension Capital (Singapore)
Singapore
$256K +$277K +3,400 New
HIC
934
Holderness Investments Company
North Carolina
$255K +$407 +5 +0.1%
GWSG
935
GPS Wealth Strategies Group
Colorado
$254K -$49.2K -605 -15%
SPP
936
Single Point Partners
Massachusetts
$254K +$274K +3,370 New
FNBSF
937
First National Bank Sioux Falls
South Dakota
$254K
GWM
938
Gray Wealth Management
Maine
$252K +$732 +9 +0.3%
CF
939
Centaurus Financial
California
$252K -$2.77K -34 -1%
CW
940
Channel Wealth
California
$252K -$15.1K -186 -5%
GHAM
941
Gilman Hill Asset Management
Connecticut
$252K
CG
942
Caprock Group
Idaho
$251K +$271K +3,334 New
LL
943
LWMG LLC
Minnesota
$250K +$325 +4 +0.1%
PJSIMP
944
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K -$17.7K -217 -6%
BFC
945
Bedel Financial Consulting
Indiana
$250K -$6.18K -76 -2%
CIAS
946
Capital Investment Advisory Services
North Carolina
$249K +$31.8K +391 +13%
Empower Advisory Group
947
Empower Advisory Group
Colorado
$248K -$452K -5,553 -63%
PIM
948
Penobscot Investment Management
Massachusetts
$248K -$30.5K -375 -10%
SHFA
949
SC&H Financial Advisors
Maryland
$247K
BBA
950
BLB&B Advisors
Pennsylvania
$246K -$47.4K -582 -15%

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.