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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
MGIA
951
Moneta Group Investment Advisors
Missouri
$246K +$29.2K +359 +12%
DC
952
Diametric Capital
Massachusetts
$246K +$266K +3,267 New
CS
953
Comerica Securities
Michigan
$244K -$221K -2,710 -46%
P
954
Pitcairn
Pennsylvania
$242K +$13.7K +168 +5%
BONST
955
Bank of Nova Scotia Trust
Ontario, Canada
$242K +$1.55K +19 +0.6%
WP
956
WealthPLAN Partners
Nebraska
$241K +$81 +1 +0%
BWM
957
BCGM Wealth Management
Indiana
$241K
BFM
958
Boston Financial Management
Massachusetts
$240K +$36.3K +446 +16%
AG
959
Algert Global
California
$240K +$260K +3,195 New
SA
960
Syntax Advisors
New York
$238K +$19.6K +241 +8%
VCG
961
Vantage Consulting Group
Virginia
$238K +$19.6K +241 +8%
LIM
962
Lathrop Investment Management
Arkansas
$238K
SWM
963
Spire Wealth Management
Virginia
$238K -$3.25K -40 -1%
CIA
964
Cladis Investment Advisory
Montana
$238K
NFGCM
965
Norman Fields Gottscho Capital Management
New York
$237K +$26.4K +325 +12%
DWT
966
Dorsey & Whitney Trust
South Dakota
$237K +$10.7K +132 +4%
DAM
967
Delta Asset Management
Tennessee
$237K
GLA
968
Good Life Advisors
Pennsylvania
$237K +$29.5K +363 +13%
PGF
969
Plan Group Financial
Oklahoma
$237K +$256K +3,147 New
CLOS
970
Compagnie Lombard Odier SCmA
Switzerland
$236K +$256K +3,140 New
BFS
971
Bradley Foster & Sargent
Connecticut
$235K
WHCI
972
W.H. Cornerstone Investments
Massachusetts
$233K +$252K +3,103 New
FHB
973
First Hawaiian Bank
Hawaii
$232K -$3.01K -37 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
974
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$232K -$3.46M -42,522 -93%
CWP
975
Concord Wealth Partners
Virginia
$232K -$3.74K -46 -1%

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.