We are live on ! Find out more
AEP icon

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
CIMLRA
151
CBRE Investment Management Listed Real Assets
Pennsylvania
$14.9M -$12.9M -158,290 -44%
SFM
152
Stack Financial Management
Montana
$14.8M +$174K +2,140 +1%
CIBC Asset Management
153
CIBC Asset Management
Ontario, Canada
$14.7M +$1.15M +14,107 +8%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$14.4M -$11.4M -139,940 -42%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$14M +$20.1K +247 +0.1%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$14M +$8.58M +105,466 +132%
Bank of Nova Scotia
157
Bank of Nova Scotia
Ontario, Canada
$13.9M +$10.6M +130,450 +240%
IMRF
158
Illinois Municipal Retirement Fund
Illinois
$13.8M +$445K +5,467 +3%
CIP
159
Chartwell Investment Partners
Pennsylvania
$13.6M -$64K -786 -0.4%
Nomura Asset Management
160
Nomura Asset Management
Japan
$13.4M -$217K -2,669 -1%
HCM
161
Heathbridge Capital Management
Ontario, Canada
$13.3M +$4.11M +50,450 +40%
SC
162
Scotia Capital
Ontario, Canada
$12.9M +$1.66M +20,442 +13%
BCM
163
Brookstone Capital Management
Illinois
$12.8M +$12.8M +157,832 +1,097%
II
164
IFM Investors
Australia
$12.7M +$433K +5,321 +3%
AIG
165
American International Group
New York
$12.6M +$368K +4,519 +3%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$12.4M -$3.28M -40,249 -20%
MPM
167
MBB Public Markets
Illinois
$12.4M +$13.4M +164,346 New
FHA
168
First Horizon Advisors
Tennessee
$12.3M +$626K +7,696 +5%
Rafferty Asset Management
169
Rafferty Asset Management
New York
$11.9M +$2.17M +26,718 +20%
HTC
170
Haverford Trust Company
Pennsylvania
$11.8M -$445K -5,474 -3%
Russell Investments Group
171
Russell Investments Group
United Kingdom
$11.8M +$1.26M +15,472 +11%
WIC
172
Willis Investment Counsel
Georgia
$11.8M
Corient Private Wealth
173
Corient Private Wealth
Florida
$11.7M +$628K +7,721 +5%
TIAA Trust, National Association
174
TIAA Trust, National Association
North Carolina
$11.6M +$12.5M +153,926 New
Calamos Advisors
175
Calamos Advisors
Illinois
$11.5M

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.