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American Electric Power

1,274 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: 1,3071,274 (-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
1,274
Holders Change
-33
Holders Change %
-2.52%
% of All Funds
20.22%
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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$31.5M +$152K +1,864 +0.4%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$31.4M +$751K +9,224 +2%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$31.2M -$5.11M -62,779 -13%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$31M +$26M +320,107 +345%
MAM
105
Magellan Asset Management
Australia
$28.6M +$2.09M +25,668 +7%
Millennium Management
106
Millennium Management
New York
$28.6M -$136M -1,666,218 -81%
ORIO
107
Old Republic International (ORI)
Illinois
$27.6M -$19.9M -245,000 -40%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$27M -$2.34M -28,800 -7%
Creative Planning
109
Creative Planning
Kansas
$25.7M +$11.9M +146,778 +75%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$25.5M +$5.61M +68,906 +25%
Verition Fund Management
111
Verition Fund Management
Connecticut
$25.5M -$24.2M -297,571 -47%
Two Sigma Advisers
112
Two Sigma Advisers
New York
$24.3M -$25.9M -318,300 -50%
SEI Investments
113
SEI Investments
Pennsylvania
$24.1M -$57.6K -708 -0.2%
ZIM
114
Zacks Investment Management
Illinois
$23.7M +$700K +8,604 +3%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$23.2M +$1.19M +14,593 +5%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$23.2M +$4.47M +54,954 +21%
ZIC
117
ZWJ Investment Counsel
Georgia
$23.1M +$25M +306,837 New
LIP
118
Lighthouse Investment Partners
Florida
$22.8M +$15.9M +195,532 +181%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$22.8M -$11.1M -136,828 -31%
Voloridge Investment Management
120
Voloridge Investment Management
Florida
$22.1M +$13M +159,298 +118%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$21.9M -$1.23M -15,127 -5%
TC
122
TwinBeech Capital
New York
$21.9M -$14.4M -177,322 -38%
GHA
123
GW Henssler & Associates
Georgia
$21.8M +$474K +5,828 +2%
ACI
124
Alpha Cubed Investments
California
$21.1M +$298K +3,659 +1%
AQR Capital Management
125
AQR Capital Management
Connecticut
$21M -$11.5M -141,846 -34%

AEP Hedge Fund Activity: Q3 2023 in Review

1,274 of the 6,301 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.

  • 1,274 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.
  • 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.