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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
WOSD
1226
WFA of San Diego
California
$9.03K
EA
1227
Evolution Advisers
Virginia
$9K
BIA
1228
Bell Investment Advisors
California
$8.88K +$2.93K +36 +44%
CPG
1229
Cornerstone Planning Group
New Jersey
$8.82K +$814 +10 +9%
HWA
1230
HHM Wealth Advisors
Tennessee
$8.43K
AFS
1231
Annapolis Financial Services
Maryland
$8.43K
RG
1232
Retirement Group
California
$8.33K +$81 +1 +0.9%
PG
1233
Proffitt & Goodson
Tennessee
$8.2K
GA
1234
GoalVest Advisory
New York
$7.9K +$8.54K +105 New
SFA
1235
Semmax Financial Advisors
North Carolina
$7.59K +$8.14K +100 New
ECM
1236
Estabrook Capital Management
New York
$7.52K
HSA
1237
Hussman Strategic Advisors
Maryland
$7.52K
NC
1238
NewSquare Capital
Pennsylvania
$7K
RFG
1239
RFP Financial Group
Georgia
$6.88K
NECFA
1240
New England Capital Financial Advisors
Connecticut
$6.47K
GPI
1241
General Partner Inc
Pennsylvania
$6.39K
SCA
1242
Stuart Chaussee & Associates
California
$6.32K
FMTCOCP
1243
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
EBA
1244
Eagle Bay Advisors
New York
$5.87K +$1.14K +14 +22%
LWANC
1245
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.64K +$6.1K +75 New
RTC
1246
Riverview Trust Company
Washington
$5.42K -$12.4K -153 -68%
WTG
1247
West Tower Group
Virginia
$5.19K +$5.62K +69 New
TIM
1248
Thompson Investment Management
Wisconsin
$5.12K
UIA
1249
Ulland Investment Advisors
Minnesota
$5K
DIP
1250
DT Investment Partners
Pennsylvania
$4.96K

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.