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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
RP
1076
Rowlandmiller & Partners
Georgia
$112K
PCTC
1077
Perkins Coie Trust Company
Washington
$111K +$2.44K +30 +2%
KFI
1078
Key Financial Inc
Pennsylvania
$111K -$4.07K -50 -3%
SAM
1079
S.A. Mason
Michigan
$110K -$163 -2 -0.1%
RA
1080
Rational Advisors
New York
$109K +$77.5K +952 +189%
SWM
1081
Sugarloaf Wealth Management
Georgia
$106K +$81 +1 +0.1%
NRG
1082
Nemes Rush Group
Michigan
$106K
FWM
1083
Focused Wealth Management
New York
$105K
BCM
1084
Blume Capital Management
California
$102K
WBC
1085
West Branch Capital
Massachusetts
$101K
JWA
1086
JFS Wealth Advisors
Pennsylvania
$101K -$19.3K -237 -15%
WIM
1087
Westside Investment Management
California
$101K
DSC
1088
Duncker Streett & Co
Missouri
$100K
AWM
1089
AllSquare Wealth Management
New York
$94.8K
BCMLT
1090
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.7K
APW
1091
Acima Private Wealth
Virginia
$92.1K
CAC
1092
Core Alternative Capital
Georgia
$91.7K
NF
1093
Norwood Financial
Pennsylvania
$89.8K
GWMIA
1094
Global Wealth Management Investment Advisory
Florida
$89.4K
SWA
1095
SOA Wealth Advisors
New York
$87.7K +$52.4K +644 +123%
FAM
1096
Flaharty Asset Management
Florida
$85.4K +$92.4K +1,135 New
AWM
1097
Avior Wealth Management
Nebraska
$85.1K +$814 +10 +0.9%
TF
1098
Tompkins Financial
New York
$83.6K
FA
1099
Financial Avengers
California
$82.8K -$13.5K -166 -13%
HGERS
1100
Householder Group Estate & Retirement Specialist
Arizona
$82.2K +$88.9K +1,092 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.