We are live on ! Find out more
AEP icon

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
SC
1351
Schulhoff & Co
Ohio
-$218K -2,595 Closed
LWM
1352
Laidlaw Wealth Management
New York
-$218K -2,589 Closed
BCM
1353
Becker Capital Management
Oregon
-$218K -2,584 Closed
SIMG
1354
Sonora Investment Management Group
Arizona
-$216K -2,569 Closed
TA
1355
Townsend & Associates
Colorado
-$225K -2,567 Closed
IFS
1356
Ifrah Financial Services
Arkansas
-$216K -2,565 Closed
AC
1357
ASB Consultores
Florida
-$215K -2,556 Closed
GAB
1358
German American Bancorp
Indiana
-$214K -2,547 Closed
LA
1359
Latitude Advisors
Florida
-$214K -2,544 Closed
BG
1360
Bahl & Gaynor
Ohio
-$213K -2,531 Closed
JAG
1361
Journey Advisory Group
Kentucky
-$213K -2,530 Closed
ABC
1362
Associated Banc-Corp
Wisconsin
-$213K -2,526 Closed
SFP
1363
Sandbox Financial Partners
Maryland
-$211K -2,500 Closed
ACS
1364
Archford Capital Strategies
Illinois
-$218K -2,493 Closed
ANTB
1365
AMG National Trust Bank
Colorado
-$210K -2,490 Closed
HCM
1366
Howland Capital Management
Massachusetts
-$209K -2,485 Closed
DWP
1367
Daymark Wealth Partners
Ohio
-$207K -2,462 Closed
NF
1368
Nikulski Financial
Iowa
-$207K -2,460 Closed
VFA
1369
Voya Financial Advisors
Connecticut
-$205K -2,460 Closed
KOC
1370
Koss-Olinger Consulting
Florida
-$207K -2,459 Closed
FNBTCON
1371
First National Bank & Trust Co of Newtown
Pennsylvania
-$206K -2,452 Closed
MFWP
1372
Mosaic Family Wealth Partners
Missouri
-$206K -2,451 Closed
MSWM
1373
McGlone Suttner Wealth Management
Wisconsin
-$204K -2,427 Closed
CIC
1374
Cutler Investment Counsel
Oregon
-$204K -2,417 Closed
SFS
1375
Stiles Financial Services
Minnesota
-$203K -2,416 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.