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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
TD Asset Management
126
TD Asset Management
Ontario, Canada
$20.9M -$522K -6,418 -2%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$20.6M +$491K +6,032 +2%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.8M -$1.89M -23,270 -8%
Canada Life
129
Canada Life
Manitoba, Canada
$19.6M -$2.97M -36,454 -12%
Citadel Advisors
130
Citadel Advisors
Florida
$19.4M -$5.73M -70,394 -21%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$19.1M +$2.65M +32,541 +15%
CFB
132
Cullen/Frost Bankers
Texas
$19.1M -$189K -2,317 -0.9%
Aberdeen Group
133
Aberdeen Group
United Kingdom
$19M +$3.29M +40,461 +19%
AIMCA
134
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19M +$1.7M +20,849 +9%
Asset Management One
135
Asset Management One
Japan
$18.7M -$699K -8,593 -3%
FWCM
136
Ferguson Wellman Capital Management
Oregon
$18.6M +$115K +1,418 +0.6%
FMLI
137
Fukoku Mutual Life Insurance
Japan
$18.2M
US Bancorp
138
US Bancorp
Minnesota
$18.2M +$277K +3,401 +1%
PAM
139
Panagora Asset Management
Massachusetts
$17.8M -$11.9M -145,882 -38%
American Century Companies
140
American Century Companies
Missouri
$17.1M +$526K +6,461 +3%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$17M -$4.19M -51,449 -19%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$16.5M -$5.85M -71,945 -25%
EB
143
Eastern Bank
Massachusetts
$16.4M -$97.2K -1,195 -0.5%
SAI
144
Systematic Alpha Investments
New Jersey
$16.3M
MAA
145
Matrix Asset Advisors
New York
$16.2M +$6.21M +76,285 +55%
AWM
146
AE Wealth Management
Kansas
$15.5M -$1.01M -12,356 -6%
Capital Fund Management (CFM)
147
Capital Fund Management (CFM)
France
$15.4M +$16.7M +205,296 New
GGI
148
Godsey & Gibb Inc
Virginia
$15.3M +$416K +5,109 +3%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$15.2M +$3.87M +47,557 +31%
Comerica Bank
150
Comerica Bank
Texas
$14.9M +$16.2M +198,728 New

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.