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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
SWA
1176
Sutton Wealth Advisors
Florida
$30.2K -$4.47K -55 -12%
GFPC
1177
Global Financial Private Client
Florida
$28.7K
CCA
1178
Catalyst Capital Advisors
New York
$28.7K +$7.89K +97 +34%
BWP
1179
Baldwin Wealth Partners
Massachusetts
$28.5K
TWM
1180
Tradition Wealth Management
Minnesota
$28K +$163 +2 +0.5%
PP
1181
Pacifica Partners
Canada
$27.9K +$30.5K +375 +2,344%
IAS
1182
IMA Advisory Services
Colorado
$27.7K
WOC
1183
West Oak Capital
California
$27K
LFA
1184
Level Financial Advisors
New York
$26.8K -$2.36K -29 -8%
FWA
1185
FSC Wealth Advisors
New York
$26.4K +$19.7K +242 +222%
FP
1186
Financial Perspectives
Minnesota
$26.3K
FFC
1187
First Financial Corp
Indiana
$25.4K
SFG
1188
Steward Financial Group
Texas
$24K +$1.06K +13 +4%
CCM
1189
Chilton Capital Management
Texas
$23.5K
CH
1190
Canton Hathaway
Rhode Island
$23K
HDIM
1191
Hanson & Doremus Investment Management
Vermont
$23K
NFSG
1192
Newbridge Financial Services Group
Florida
$22.9K +$163 +2 +0.7%
WPA
1193
West Paces Advisors
Georgia
$22.8K -$14.4K -177 -37%
AWM
1194
Ameliora Wealth Management
Switzerland
$22.6K
LTI
1195
Laffer Tengler Investments
Tennessee
$22K +$23.8K +292 New
KFS
1196
Kelly Financial Services
Massachusetts
$21.4K +$244 +3 +1%
C
1197
Covestor
United Kingdom
$21K -$7.57K -93 -25%
BFP
1198
Briaud Financial Planning
Texas
$21K +$23.4K +288 New
CCC
1199
Chelsea Counsel Company
California
$19.6K -$765K -9,400 -97%
CAM
1200
Chesapeake Asset Management
New York
$18.8K

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.