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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
AIA
1376
Angeles Investment Advisors
California
-$201K -2,385 Closed
NSAM
1377
North Star Asset Management
Wisconsin
-$201K -2,383 Closed
RB
1378
Renasant Bank
Mississippi
-$200K -2,381 Closed
TAIM
1379
TD Ameritrade Investment Management
Nebraska
-$194K -2,300 Closed
VIA
1380
Virtus Investment Advisers
Connecticut
-$174K -2,067 Closed
KI
1381
Kapitalo Investimentos
Brazil
-$170K -2,019 Closed
WSCM
1382
Wellington Shields Capital Management
New York
-$132K -1,570 Closed
CFO
1383
CVA Family Office
Colorado
-$105K -1,248 Closed
AP
1384
Arlington Partners
Alabama
-$98K -1,164 Closed
WSC
1385
Wellington Shields & Co
New York
-$96.8K -1,150 Closed
CG
1386
Cutler Group
California
-$84.5K -1,039 Closed
ODG
1387
O'Dell Group
Ohio
-$51.4K -611 Closed
RI
1388
Ridgewood Investments
New Jersey
-$43.3K -514 Closed
RAM
1389
Riggs Asset Management
Pennsylvania
-$42.1K -500 Closed
CWA
1390
Clearview Wealth Advisors
Oregon
-$40K -475 Closed
DI
1391
Disciplined Investments
Oklahoma
-$37.9K -450 Closed
CA
1392
Crewe Advisors
Utah
-$32.6K -387 Closed
TFP
1393
Tilia Fiduciary Partners
North Carolina
-$32.6K -387 Closed
FBC
1394
Fairfield, Bush & Co
Connecticut
-$26.3K -312 Closed
AIM
1395
Achmea Investment Management
Netherlands
-$22K -256 Closed
CP
1396
Castleview Partners
Texas
-$16.8K -200 Closed
Royal London Asset Management
1397
Royal London Asset Management
United Kingdom
-$16.1K -191 Closed
AI
1398
AXS Investments
New York
-$13.1K -156 Closed
PI
1399
PineBridge Investments
New York
-$12.2K -145 Closed
BONH
1400
Bank of New Hampshire
New Hampshire
-$11.4K -135 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.