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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
MA
1101
MCF Advisors
Kentucky
$81.6K -$47.1K -579 -35%
CCA
1102
Column Capital Advisors
Indiana
$80.9K
LAS
1103
LWM Advisory Services
Florida
$79.1K +$88.9K +1,092 New
CFA
1104
CWS Financial Advisors
Michigan
$79K +$85.4K +1,050 New
TCA
1105
Trifecta Capital Advisors
Illinois
$76K
WPWM
1106
Western Pacific Wealth Management
Illinois
$75.8K +$20.3K +249 +33%
QL
1107
Quarry LP
New York
$75.4K +$59.9K +736 +277%
OA
1108
Operose Advisors
Wisconsin
$75.3K +$52.2K +641 +178%
SA
1109
SRH Advisors
Kansas
$75.2K +$81.4K +1,000 New
FCG
1110
Financial Connections Group
California
$75K
GIA
1111
GHP Investment Advisors
Colorado
$74.5K
RMC
1112
Resources Management Corp
Connecticut
$74K
DMBA
1113
Deseret Mutual Benefit Administrators
Utah
$72.5K -$11.8K -145 -13%
FDCC
1114
Foster Dykema Cabot & Co
Massachusetts
$70K +$4.07K +50 +6%
Loomis, Sayles & Company
1115
Loomis, Sayles & Company
Massachusetts
$70K +$14.6K +179 +24%
SC
1116
Stephens Consulting
Michigan
$69.6K
AAP
1117
Arax Advisory Partners
Colorado
$67.1K +$7.08K +87 +11%
JWM
1118
Janiczek Wealth Management
Colorado
$65.4K +$66.5K +817 +1,571%
AF
1119
Arrow Financial
New York
$65.1K
ASBI
1120
American State Bank (Iowa)
Iowa
$64.3K
ST
1121
Smithfield Trust
Pennsylvania
$64K -$5.53K -68 -7%
WAM
1122
WFA Asset Management
Wisconsin
$62.8K +$732 +9 +1%
BBPWM
1123
Blue Bell Private Wealth Management
Pennsylvania
$62.8K +$1.22K +15 +2%
FFL
1124
Financial Freedom LLC
Ohio
$62.5K +$244 +3 +0.4%
PA
1125
PSI Advisors
Florida
$62.1K +$570 +7 +0.9%

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.