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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
UOTTAIMCU
1201
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18.8K +$20.3K +250 New
BLC
1202
Brown, Lisle/Cummings
Rhode Island
$18.7K
CHA
1203
Carmichael Hill & Associates
Maryland
$18.4K
USB
1204
Union Savings Bank
Connecticut
$17.3K
PWMG
1205
Prestige Wealth Management Group
New Jersey
$17K -$6.92K -85 -27%
RWPA
1206
Richard W. Paul & Associates
Michigan
$16.9K -$1.38K -17 -7%
MAM
1207
Marquette Asset Management
Minnesota
$15.8K -$12.9K -159 -43%
GEA
1208
Glen Eagle Advisors
New Jersey
$15.3K +$1.14K +14 +7%
CWM
1209
Compass Wealth Management
Connecticut
$15.3K
MTIC
1210
Missouri Trust & Investment Company
Missouri
$15K
TC
1211
Trust Company
Kansas
$15K
RBC
1212
Roble Belko & Company
Pennsylvania
$15K
APF
1213
Alaska Permanent Fund
Alaska
$14.7K -$16.1K -198 -50%
WWM
1214
Wolff Wiese Magana
California
$13.6K -$2.44K -30 -14%
FCMT
1215
Founders Capital Management (Texas)
Texas
$13K
NSG
1216
Nalls Sherbakoff Group
Tennessee
$12.2K
MFA
1217
McClarren Financial Advisors
Pennsylvania
$12K
GKIM
1218
GW&K Investment Management
Massachusetts
$12K +$2.12K +26 +20%
MFG
1219
Mendota Financial Group
Wisconsin
$10.1K
PO
1220
Private Ocean
California
$9.7K
UFF
1221
USA Financial Formulas
Michigan
$9.4K -$407 -5 -4%
FGA
1222
Fortis Group Advisors
New Jersey
$9.4K +$10.2K +125 New
CWC
1223
Carolinas Wealth Consulting
North Carolina
$9.3K -$23.9K -294 -5%
RDFA
1224
Ritter Daniher Financial Advisory
Ohio
$9.03K
WFA
1225
West Financial Advisors
Iowa
$9.03K

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.