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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
TFA
1326
Trinity Financial Advisors
Ohio
-$303K -3,601 Closed
BC
1327
Bridgefront Capital
Texas
-$302K -3,589 Closed
SF
1328
Symphony Financial
Texas
-$289K -3,472 Closed
EI
1329
Ethic Inc
New York
-$287K -3,410 Closed
CAM
1330
Cypress Asset Management
Texas
-$278K -3,300 Closed
FDS
1331
First Dallas Securities
Texas
-$272K -3,225 Closed
LIM
1332
Leavell Investment Management
Alabama
-$263K -3,127 Closed
LW
1333
Linscomb Wealth
Texas
-$261K -3,105 Closed
CA
1334
Calton & Associates
Florida
-$257K -3,052 Closed
AR
1335
Advisory Research
Illinois
-$252K -2,996 Closed
MLL
1336
Moody Lynn & Lieberson
Massachusetts
-$248K -2,948 Closed
SFB
1337
STAR Financial Bank
Indiana
-$246K -2,920 Closed
MM
1338
MQS Management
New York
-$242K -2,879 Closed
AT
1339
Arden Trust
Delaware
-$241K -2,857 Closed
VP
1340
Verum Partners
North Carolina
-$239K -2,833 Closed
CT
1341
Coastline Trust
Rhode Island
-$238K -2,825 Closed
PI
1342
PFG Investments
New York
-$233K -2,769 Closed
FM
1343
Foster & Motley
Ohio
-$232K -2,757 Closed
RT
1344
Rockland Trust
Massachusetts
-$228K -2,707 Closed
CIG
1345
Cascade Investment Group
Colorado
-$223K -2,651 Closed
BIM
1346
Bridges Investment Management
Nebraska
-$221K -2,620 Closed
GWA
1347
GGM Wealth Advisors
Maryland
-$225K -2,617 Closed
RPWA
1348
Regent Peak Wealth Advisors
Georgia
-$220K -2,616 Closed
WQ
1349
Wealth Quarterback
New Jersey
-$220K -2,615 Closed
SWM
1350
Shakespeare Wealth Management
Wisconsin
-$220K -2,613 Closed

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.