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American Electric Power

1,352 hedge funds and large institutions have $34.6B invested in American Electric Power in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 540 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $327M | Put options by funds: $135M

21% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 446

3% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 109

1.5% less ownership

Funds ownership: 75.64%74.13% (-1.5%)

3% less funds holding

Funds holding: 1,3871,352 (-35)

7% less capital invested

Capital invested by funds: $37B → $34.6B (-$2.46B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,352
Holders Change
-35
Holders Change %
-2.52%
% of All Funds
21.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
112
Increased
540
Reduced
446
Closed
109
Calls
$327M
Puts
$135M
Net Calls
+$192M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$18.8M -$4.17M -45,539 -18%
GGI
152
Godsey & Gibb Inc
Virginia
$18.4M +$320K +3,495 +2%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$17.9M +$810K +8,856 +5%
Creative Planning
154
Creative Planning
Kansas
$17.8M -$309K -3,379 -2%
SFM
155
Stack Financial Management
Montana
$17.4M +$913K +9,983 +5%
AIMCA
156
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.4M -$9.03M -98,665 -35%
PR
157
Payden & Rygel
California
$16.1M -$5.68M -62,100 -26%
CB
158
Commerce Bank
Missouri
$15.6M +$1.28M +13,992 +9%
HTC
159
Haverford Trust Company
Pennsylvania
$15M +$1.25M +13,664 +9%
AIG
160
American International Group
New York
$14.7M +$53.1K +580 +0.4%
AAI
161
Aequim Alternative Investments
California
$14.3M
WIC
162
Willis Investment Counsel
Georgia
$14.2M
FHA
163
First Horizon Advisors
Tennessee
$14.1M +$1.26M +13,821 +10%
Corient Private Wealth
164
Corient Private Wealth
Florida
$14.1M +$3.07M +33,568 +28%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$14M +$282K +3,078 +2%
Calamos Advisors
166
Calamos Advisors
Illinois
$14M -$1.75M -19,185 -11%
Retirement Systems of Alabama
167
Retirement Systems of Alabama
Alabama
$13.8M -$1.17M -12,739 -8%
Lazard Asset Management
168
Lazard Asset Management
New York
$13.7M -$12M -130,663 -47%
LIP
169
Lighthouse Investment Partners
Florida
$13.2M +$13.3M +145,606 New
CIP
170
Chartwell Investment Partners
Pennsylvania
$13.2M -$246K -2,688 -2%
SOMRS
171
State of Michigan Retirement System
Michigan
$12.8M +$137K +1,500 +1%
UIM
172
USS Investment Management
United Kingdom
$12.8M +$114K +1,245 +0.9%
ASRS
173
Arizona State Retirement System
Arizona
$12.8M +$30K +328 +0.2%
SC
174
Scotia Capital
Ontario, Canada
$12.5M +$289K +3,163 +2%
AB
175
Amalgamated Bank
New York
$12.4M +$223K +2,433 +2%

AEP Hedge Fund Activity: Q1 2023 in Review

1,352 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2023, worth a combined $34.6B — down 6.6% from $37B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AEP positions and 109 closed out — a net gain of 3 holders — while 540 added to existing stakes and 446 trimmed.

The largest buyer was Jane Street, adding an estimated $173M. The largest seller was GQG Partners, cutting an estimated $611M.

  • 1,352 institutional investors held American Electric Power (AEP) as of Q1 2023, down from 1,387 in Q4 2022.
  • Funds reported $34.6B of American Electric Power stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 112 funds opened new American Electric Power positions in Q1 2023 and 109 closed out, a net change of +3 holders.
  • The largest American Electric Power buyer in Q1 2023 was Jane Street, an estimated $173M added.
  • The largest American Electric Power seller in Q1 2023 was GQG Partners, an estimated $611M sold.

Based on aggregated 13F filings for Q1 2023.