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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 118 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%)

2% less funds holding

Funds holding: 1,3071,275 (-32)

9% less capital invested

Capital invested by funds: $32.1B → $29.3B (-$2.84B)

11% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 133

Holders
1,275
Holders Change
-32
Holders Change %
-2.45%
% 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
118
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
CIA
1126
Cape Investment Advisory
Georgia
$61.7K +$8.22K +101 +14%
TSWM
1127
Tyler-Stone Wealth Management
Ohio
$61K
ATC
1128
Adirondack Trust Company
New York
$60.9K -$3.42K -42 -5%
SN
1129
Sittner & Nelson
Oregon
$59.7K
FRA
1130
Front Row Advisors
California
$59.5K
CFD
1131
Creative Financial Designs
Indiana
$59K
AA
1132
Addison Advisors
Vermont
$58.9K -$6.26K -77 -9%
CJL
1133
Cyrus J. Lawrence
New York
$56K
VNA
1134
Valley National Advisers
Pennsylvania
$56K +$1.71K +21 +3%
NCM
1135
Northwest Capital Management
Oregon
$55K
AWA
1136
Authentikos Wealth Advisory
California
$54.5K +$58.9K +724 New
AT
1137
Avalon Trust
New Mexico
$54.3K
EL
1138
EMFO LLC
Florida
$54.1K
ETC
1139
Exchange Traded Concepts
Oklahoma
$53.6K -$502K -6,167 -90%
SCA
1140
Stonebridge Capital Advisors
Minnesota
$52.4K -$13.9K -171 -20%
NMG
1141
New Millennium Group
Utah
$52.4K +$5.7K +70 +11%
CAL
1142
Capital Advisors Ltd
Ohio
$52K -$52.7K -648 -49%
LF
1143
Lee Financial
Texas
$51.5K
RFA
1144
Resurgent Financial Advisors
Georgia
$51.5K -$12K -148 -18%
CB
1145
CNB Bank
Pennsylvania
$51.2K -$61.1K -751 -52%
MBFW
1146
Morton Brown Family Wealth
Pennsylvania
$51.1K
AWM
1147
Atticus Wealth Management
Florida
$50.1K -$27.1K -333 -33%
WB
1148
Webster Bank
Connecticut
$48.9K
CT
1149
Clearstead Trust
Maine
$48.4K
VCM
1150
Versant Capital Management
Arizona
$45.5K -$1.22K -15 -2%

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 118 opened new positions — a net loss of 15 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 1,307 in Q2 2023.
  • Funds reported $29.3B of American Electric Power stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 118 funds opened new American Electric Power positions in Q3 2023 and 133 closed out, a net change of -15 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.