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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
NAS
1001
Nicolet Advisory Services
Wisconsin
$220K +$11.6K +142 +5%
NP
1002
NorthRock Partners
Minnesota
$219K +$4.39K +54 +2%
CA
1003
Cullinan Associates
Kentucky
$218K
WPW
1004
Waldron Private Wealth
Pennsylvania
$218K +$235K +2,892 New
PCM
1005
Penserra Capital Management
California
$216K -$36.8K -452 -14%
SWA
1006
SFMG Wealth Advisors
Texas
$216K
OHWA
1007
Oak Hill Wealth Advisors
Virginia
$216K -$86.3K -1,061 -27%
PGAM
1008
Princeton Global Asset Management
New Jersey
$215K
ACP
1009
Aviance Capital Partners
Florida
$213K
CCP
1010
Carmel Capital Partners
California
$213K -$1.14K -14 -0.5%
MSFP
1011
Mark Sheptoff Financial Planning
Connecticut
$212K -$1.56M -19,166 -87%
BIM
1012
Bullseye Investment Management
Ohio
$211K -$247K -3,033 -52%
AWM
1013
Accel Wealth Management
Iowa
$210K -$1.06K -13 -0.5%
XF
1014
XML Financial
Maryland
$210K +$407 +5 +0.2%
PFSC
1015
Peoples Financial Services Corp
Pennsylvania
$209K
CWM
1016
Congress Wealth Management
Massachusetts
$209K +$226K +2,778 New
WKWM
1017
Walter & Keenan Wealth Management
Indiana
$209K
SA
1018
Strategic Advocates
Utah
$208K +$225K +2,767 New
BMC
1019
Beaton Management Company
Massachusetts
$207K
CPRC
1020
Consolidated Portfolio Review Corp
New York
$206K +$223K +2,744 New
AWM
1021
Aries Wealth Management
Maine
$205K +$8.14K +100 +4%
TIMH
1022
Tilt Investment Management Holdings
New York
$204K
CWM
1023
Chronos Wealth Management
Florida
$203K
FFA
1024
Farther Finance Advisors
California
$203K +$164K +2,017 +296%
FFG
1025
Frisch Financial Group
New York
$203K +$220K +2,701 New

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.