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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
FM
976
Family Management
New York
$230K
CL
977
CSS LLC
Illinois
$230K +$249K +3,059 New
First Manhattan
978
First Manhattan
New York
$230K +$64.9K +798 +35%
TIA
979
Tiemann Investment Advisors
California
$229K
IAS
980
Insigneo Advisory Services
Florida
$229K +$247K +3,039 New
CI
981
CX Institutional
Indiana
$228K -$88.1K -1,083 -26%
CWS
982
Confluence Wealth Services
Pennsylvania
$227K +$12.2K +150 +5%
Connor, Clark & Lunn Investment Management (CC&L)
983
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$227K -$624K -7,668 -72%
BBNA
984
Bremer Bank National Association
Minnesota
$227K -$40.8K -502 -14%
LWP
985
LMG Wealth Partners
Louisiana
$226K -$13.4K -165 -5%
BAM
986
Bosun Asset Management
Illinois
$226K
FWM
987
Finer Wealth Management
Massachusetts
$226K -$13.8K -170 -5%
LA
988
Lifeworks Advisors
Michigan
$225K +$244K +2,997 New
CCFCSB
989
Cape Cod Five Cents Savings Bank
Massachusetts
$225K +$244K +2,996 New
SIM
990
Sentry Investment Management
Wisconsin
$225K -$9.36K -115 -4%
TAM
991
Townsend Asset Management
North Carolina
$224K
LC
992
Lindbrook Capital
California
$223K +$70.3K +864 +41%
AO
993
Advisor OS
Illinois
$223K -$585K -7,193 -71%
EFS
994
Essex Financial Services
Connecticut
$222K -$11.5K -141 -5%
KC
995
Kenfarb & Co
Kentucky
$222K
WFS
996
Widmann Financial Services
Maryland
$222K
SEP
997
Southland Equity Partners
Missouri
$222K +$18.7K +230 +8%
JSL
998
JT Stratford LLC
Georgia
$222K +$240K +2,946 New
IGWM
999
ICA Group Wealth Management
Colorado
$220K +$2.2K +27 +0.9%
JC
1000
JB Capital
Connecticut
$220K +$4.31K +53 +2%

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.