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American Electric Power

1,274 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: 1,3071,274 (-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
1,274
Holders Change
-33
Holders Change %
-2.52%
% of All Funds
20.22%
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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$48.1M +$10.3M +127,047 +25%
Principal Financial Group
77
Principal Financial Group
Iowa
$46.8M +$1.52M +18,628 +3%
Deutsche Bank
78
Deutsche Bank
Germany
$46.6M -$17.9M -219,669 -26%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$46.3M -$16.6M -204,506 -25%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$45.7M +$36.4M +447,276 +278%
Citigroup
81
Citigroup
New York
$42M +$3.31M +40,625 +8%
ProShare Advisors
82
ProShare Advisors
Maryland
$41.5M +$5.91M +72,594 +15%
CB
83
Commerce Bank
Missouri
$40.7M -$5.76M -70,749 -12%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$39.8M -$3.81M -46,840 -8%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$39.1M +$7.33M +90,078 +21%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$38.8M +$4.31M +52,924 +11%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$37.6M +$31.1M +382,488 +327%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$37.4M -$2.43M -29,877 -6%
GIA
89
Gateway Investment Advisers
Ohio
$37.1M -$10.8M -132,726 -21%
Truist Financial
90
Truist Financial
North Carolina
$36.5M -$2.44M -29,953 -6%
Prudential Financial
91
Prudential Financial
New Jersey
$34.9M -$438K -5,379 -1%
BG
92
Bollard Group
Massachusetts
$34.9M -$10.4M -127,660 -22%
Osaic Holdings
93
Osaic Holdings
Arizona
$34.2M +$11.8M +144,782 +47%
UM
94
UniSuper Management
Australia
$33.6M -$588K -7,227 -2%
CS
95
Credit Suisse
Switzerland
$33.1M +$210K +2,576 +0.6%
VDI
96
Vaughan David Investments
Illinois
$33M +$1.35M +16,541 +4%
GC
97
Guggenheim Capital
Illinois
$32.9M +$2.01M +24,694 +6%
Assenagon Asset Management
98
Assenagon Asset Management
Luxembourg
$32.8M -$16.6M -203,577 -32%
TCA
99
Tortoise Capital Advisors
Kansas
$32.4M -$819K -10,067 -2%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$32M -$5.61M -68,949 -14%

AEP Hedge Fund Activity: Q3 2023 in Review

1,274 of the 6,301 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.

  • 1,274 institutional investors held American Electric Power (AEP) as of Q3 2023, down from 1,307 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.