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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
AAF
1301
Andra AP-fonden
Sweden
-$775K -9,200 Closed
SBH
1302
Segall Bryant & Hamill
Illinois
-$727K -8,632 Closed
SI
1303
Shaker Investments
Ohio
-$697K -8,281 Closed
NL
1304
NVWM LLC
Pennsylvania
-$683K -8,106 Closed
Man Group
1305
Man Group
United Kingdom
-$679K -8,063 Closed
PA
1306
Prossimo Advisors
California
-$673K -7,995 Closed
SXL
1307
Summit X LLC
Missouri
-$623K -7,395 Closed
CIM
1308
Chiron Investment Management
New York
-$599K -7,115 Closed
OTPPB
1309
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$531K -6,303 Closed
ACM
1310
Advisors Capital Management
New Jersey
-$495K -5,883 Closed
EA
1311
Ellsworth Advisors
Ohio
-$492K -5,849 Closed
VF
1312
Virtu Financial
New York
-$471K -5,593 Closed
SEC
1313
Seven Eight Capital
New York
-$457K -5,431 Closed
ESCM
1314
Echo Street Capital Management
New York
-$443K -5,259 Closed
CWM
1315
Cordatus Wealth Management
Pennsylvania
-$422K -5,013 Closed
B
1316
Bellecapital
Switzerland
-$412K -4,889 Closed
SIC
1317
Sterling Investment Counsel
New York
-$412K -4,889 Closed
CAS
1318
CTC Alternative Strategies
Illinois
-$404K -4,800 Closed
QI
1319
Qtron Investments
Massachusetts
-$390K -4,631 Closed
GWM
1320
GSB Wealth Management
Connecticut
-$368K -4,366 Closed
HIS
1321
Horizon Investment Services
Indiana
-$344K -4,089 Closed
CTA
1322
Chesley Taft & Associates
Illinois
-$337K -4,004 Closed
VWA
1323
V Wealth Advisors
Kansas
-$322K -3,826 Closed
CAM
1324
Cozad Asset Management
Illinois
-$318K -3,778 Closed
TFA
1325
Trinity Financial Advisors
Ohio
-$303K -3,601 Closed

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.