We are live on ! Find out more
AEP icon

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
ME
1051
McIlrath & Eck
Washington
$158K +$9.44K +116 +6%
LFG
1052
Larson Financial Group
Missouri
$157K -$9.6K -118 -5%
BWM
1053
Baystate Wealth Management
Massachusetts
$156K +$168K +2,064 +68,800%
CT
1054
Cambridge Trust
Massachusetts
$155K +$7.49K +92 +5%
IBOK
1055
Independence Bank of Kentucky
Kentucky
$150K
MA
1056
Montag & Associates
Georgia
$148K
NIC
1057
Northwest Investment Counselors
Oregon
$148K
CSC
1058
Caldwell Sutter Capital
California
$147K +$40.8K +502 +35%
CSWM
1059
Cassady Schiller Wealth Management
Ohio
$144K -$10.2K -125 -6%
CUAMC
1060
China Universal Asset Management Company
China
$144K +$109K +1,339 +230%
HB
1061
Horizon Bancorp
Indiana
$144K -$19.4K -238 -11%
WTA
1062
Washington Trust Advisors
Massachusetts
$140K -$85.3K -1,048 -36%
PCFFS
1063
Pacific Center for Financial Services
California
$137K
FCAS
1064
First Command Advisory Services
Texas
$134K +$145K +1,781 New
TH
1065
TCTC Holdings
Texas
$132K
SS
1066
Sunbelt Securities
Texas
$132K -$3.91K -48 -3%
BWL
1067
Bogart Wealth LLC
Virginia
$127K +$14K +172 +11%
FCA
1068
FinTrust Capital Advisors
South Carolina
$125K -$30.3K -372 -18%
JMF
1069
Johnson Midwest Financial
Iowa
$122K
OP
1070
ORG Partners
Indiana
$120K -$477K -5,860 -79%
MCM
1071
Manchester Capital Management
Vermont
$119K -$8.06K -99 -6%
WT
1072
Washington Trust
Rhode Island
$119K
MRCM
1073
M&R Capital Management
New Jersey
$117K
TFGT
1074
TS Financial Group (TSFG)
Illinois
$114K +$41.1K +505 +50%
ANBT
1075
American National Bank & Trust
Texas
$112K +$73.5K +903 +155%

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.