American Electric Power
1,307 hedge funds and large institutions have $32.1B invested in American Electric Power in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 511 increasing their positions, 459 reducing their positions, and 130 closing their positions.
56% more call options, than puts
Call options by funds: $286M | Put options by funds: $183M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 459
0.05% less ownership
Funds ownership: 74.13% → 74.09% (-0.05%)
3% less funds holding
Funds holding: 1,352 → 1,307 (-45)
7% less capital invested
Capital invested by funds: $34.6B → $32.1B (-$2.47B)
25% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$309M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$184M |
| 3 |
Millennium Management
New York
|
+$156M |
| 4 |
Neuberger Berman Group
New York
|
+$79.4M |
| 5 |
ZP
Zimmer Partners
New York
|
+$75.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$329M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$156M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$149M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$135M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$85.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1426
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$9.61K | -104 | Closed |
|
|
JFG
1427
JDM Financial Group
Austin,
Texas
| – | -$8.42K | -93 | Closed |
|
|
FCA
1428
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$7.73K | -85 | Closed |
|
|
GFWA
1429
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$7.28K | -80 | Closed |
|
|
SIS
1430
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$5.46K | -60 | Closed |
|
|
TFA
1431
Toth Financial Advisory
Leesburg,
Virginia
| – | -$4.82K | -53 | Closed |
|
|
WAM
1432
Worth Asset Management
Dallas,
Texas
| – | -$4.55K | -50 | Closed |
|
|
TAM
1433
Tucker Asset Management
Littleton,
Colorado
| – | -$4.46K | -49 | Closed |
|
|
EI
1434
Ellevest Inc
New York
| – | -$3.64K | -40 | Closed |
|
1435
Parallax Volatility Advisers
San Francisco,
California
| – | -$2.65K | -30 | Closed |
|
|
CQS
1436
Credential Qtrade Securities
Vancouver,
| – | -$1.64K | -18 | Closed |
|
1437
Capstone Investment Advisors
New York
| – | -$1.32K | -15 | Closed |
|
AEP Hedge Fund Activity: Q2 2023 in Review
1,307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2023, worth a combined $32.1B — down 7.1% from $34.6B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of AEP and 98 opened new positions — a net loss of 32 holders — while 459 trimmed existing stakes and 511 added.
The largest buyer was Lazard Asset Management, adding an estimated $309M. The largest seller was T. Rowe Price Associates, cutting an estimated $329M.
- 1,307 institutional investors held American Electric Power (AEP) as of Q2 2023, down from 1,352 in Q1 2023.
- Funds reported $32.1B of American Electric Power stock for Q2 2023, down 7.1% quarter-over-quarter.
- 98 funds opened new American Electric Power positions in Q2 2023 and 130 closed out, a net change of -32 holders.
- The largest American Electric Power buyer in Q2 2023 was Lazard Asset Management, an estimated $309M added.
- The largest American Electric Power seller in Q2 2023 was T. Rowe Price Associates, an estimated $329M sold.
Based on aggregated 13F filings for Q2 2023.