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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
ESB
1026
Essex Savings Bank
Connecticut
$203K +$4.15K +51 +2%
MA
1027
MJP Associates
Connecticut
$201K -$328K -4,027 -60%
TCOV
1028
Trust Company of Vermont
Vermont
$199K -$11K -135 -5%
Jones Financial Companies
1029
Jones Financial Companies
Missouri
$196K -$6.1K -75 -3%
IWP
1030
Icon Wealth Partners
Texas
$192K -$11.5K -141 -5%
Group One Trading
1031
Group One Trading
Illinois
$192K +$208K +2,551 New
AF
1032
Advisornet Financial
Minnesota
$190K -$32K -393 -13%
LWCFA
1033
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K -$86.7K -1,065 -31%
LFA
1034
LGT Financial Advisors
Texas
$181K -$7.49K -92 -4%
CBT
1035
Central Bank & Trust
Kentucky
$181K
RFA
1036
Register Financial Advisors
Georgia
$178K +$1.3K +16 +0.7%
VEA
1037
Virtus ETF Advisers
New York
$176K -$16.8K -206 -8%
GJIA
1038
Glass Jacobson Investment Advisors
Maryland
$175K -$81 -1 -0%
MFC
1039
Mechanics Financial Corp
Ohio
$173K +$18.3K +225 +11%
HFS
1040
Hantz Financial Services
Michigan
$173K -$14.3K -176 -7%
MHR
1041
Matthew Hamilton Rosenberg
$173K -$23.7K -291 -11%
EWA
1042
EverSource Wealth Advisors
Alabama
$171K +$18K +221 +11%
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$170K +$2.12K +26 +1%
QC
1044
Quent Capital
New York
$168K +$62.3K +766 +52%
IPW
1045
Impact Partnership Wealth
Georgia
$165K +$168K +2,067 +1,640%
HL
1046
HeadInvest LLC
Maine
$164K +$186K +2,288 New
JGIA
1047
Jackson Grant Investment Advisers
Connecticut
$163K +$732 +9 +0.4%
SOS
1048
Silver Oak Securities
Tennessee
$162K +$175K +2,155 New
PB
1049
Pinnacle Bancorp
Nebraska
$160K
CWM
1050
Cranbrook Wealth Management
Michigan
$159K

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.