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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
CCMW
1151
Cypress Capital Management (Wyoming)
Wyoming
$45.1K
VWM
1152
Venturi Wealth Management
Texas
$44.2K +$6.51K +80 +16%
IA
1153
IFS Advisors
Kansas
$43K
HWA
1154
Heritage Wealth Advisors
Virginia
$41.1K -$31.2K -383 -41%
TFM
1155
TFC Financial Management
Massachusetts
$41K +$6.26K +77 +16%
TIM
1156
Tortoise Investment Management
New York
$40.9K -$1.47K -18 -3%
PMFA
1157
Plante Moran Financial Advisors
Michigan
$40.5K
APC
1158
Aspire Private Capital
North Carolina
$40.2K -$651 -8 -1%
BSB
1159
Bangor Savings Bank
Maine
$39.4K
OC
1160
Oakworth Capital
Alabama
$39.2K
TCM
1161
TD Capital Management
Tennessee
$39K +$488 +6 +1%
LWA
1162
Lowe Wealth Advisors
Maryland
$38.4K
ACA
1163
Atlas Capital Advisors
Wyoming
$38.1K -$8.46K -104 -17%
POIA
1164
Pin Oak Investment Advisors
Texas
$38K
BAM
1165
Byrne Asset Management
New Jersey
$38K +$40.7K +500 New
PSB
1166
Piscataqua Savings Bank
New Hampshire
$37.6K
BC
1167
Barrett & Company
Rhode Island
$37.3K +$8.14K +100 +25%
JFA
1168
JNBA Financial Advisors
Minnesota
$36K +$18.6K +229 +92%
AGWCA
1169
Annis Gardner Whiting Capital Advisors
Florida
$35.5K +$38.4K +472 New
BWAM
1170
Boyd Watterson Asset Management
Ohio
$34.6K
HCM
1171
Hollencrest Capital Management
California
$34.4K
LOIP
1172
Live Oak Investment Partners
Texas
$34.4K
MCM
1173
MV Capital Management
Maryland
$33.5K -$488 -6 -1%
SCM
1174
Silvant Capital Management
Georgia
$33K
FPFS
1175
First Personal Financial Services
North Carolina
$32K

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.