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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
SIS
1251
Sound Income Strategies
Florida
$4.96K
DWMG
1252
DB Wealth Management Group
California
$4.89K
OLVIG
1253
Oliver Lagore Vanvalin Investment Group
Michigan
$4.86K +$81 +1 +2%
AWM
1254
Abound Wealth Management
Tennessee
$4.45K -$2.52K -31 -34%
CTWM
1255
Cherry Tree Wealth Management
Minnesota
$4.29K
SSG
1256
Summit Securities Group
New York
$4K -$54.3K -667 -92%
LCM
1257
Logan Capital Management
Pennsylvania
$3.38K
IFAM
1258
Institutional & Family Asset Management
Colorado
$3.01K
FMP
1259
Financial Management Professionals
Texas
$3K -$1.38K -17 -28%
MLA
1260
MB, Levis & Associates
Pennsylvania
$2.46K +$81 +1 +3%
BCPWM
1261
Bradley & Co Private Wealth Management
Florida
$2.33K
AW
1262
Avion Wealth
Texas
$2K +$1.3K +16 +84%
TSW
1263
Thompson Siegel & Walmsley
Virginia
$2K +$2.03K +25 New
TWP
1264
TFO Wealth Partners
Ohio
$1.77K +$488 +6 +40%
ECM
1265
Everence Capital Management
Indiana
$1.22K
KFP
1266
KB Financial Partners
New Jersey
$1K
CAM
1267
ClariVest Asset Management
California
$1K +$1.22K +15 New
SIC
1268
SJS Investment Consulting
Ohio
$978 +$407 +5 +63%
WA
1269
WestEnd Advisors
North Carolina
$978 +$1.06K +13 New
RWML
1270
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$903 +$976 +12 New
BAAM
1271
Baker Avenue Asset Management
California
$847 -$1.55K -19 -63%
Kayne Anderson Rudnick Investment Management
1272
Kayne Anderson Rudnick Investment Management
California
$602
TWD
1273
True Wealth Design
Ohio
$452
FSWA
1274
Financial Synergies Wealth Advisors
Texas
$377
CAS
1275
Coppell Advisory Solutions
Texas
$190 -$22.3K -274 -99%

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.