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
UIM
176
USS Investment Management
United Kingdom
$11.4M +$896K +11,015 +8%
PR
177
Payden & Rygel
California
$11.3M
PRIG
178
Payden & Rygel Investment Group
California
$11.3M +$12.2M +150,400 New
D.E. Shaw & Co
179
D.E. Shaw & Co
New York
$11.2M +$7.67M +94,230 +173%
ASRS
180
Arizona State Retirement System
Arizona
$11M -$108K -1,328 -0.9%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$10.9M +$69K +848 +0.6%
AMBIA
182
Allen Mooney & Barnes Investment Advisors
Georgia
$10.9M +$11.4M +140,703 +3,759%
SOMRS
183
State of Michigan Retirement System
Michigan
$10.6M -$24.4K -300 -0.2%
IG
184
ING Group
Netherlands
$9.91M +$6.26M +76,908 +140%
AB
185
Amalgamated Bank
New York
$9.88M +$153K +1,876 +1%
Mariner
186
Mariner
Kansas
$9.73M +$3.51M +43,122 +50%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$9.69M +$114K +1,406 +1%
Jane Street
188
Jane Street
New York
$9.64M -$68.8M -845,619 -87%
MIM
189
MetLife Investment Management
New Jersey
$9.58M -$264K -3,243 -2%
Holocene Advisors
190
Holocene Advisors
New York
$9.37M +$4.98M +61,262 +97%
N
191
Natixis
France
$9.32M +$10.1M +123,870 New
DRP
192
Decade Renewable Partners
Texas
$9.19M +$9.94M +122,200 New
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$9.18M +$453K +5,570 +5%
VanEck Associates
194
VanEck Associates
New York
$9.07M -$1.36M -16,725 -12%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.03M +$562K +6,910 +6%
EIA
196
Edgemoor Investment Advisors
Maryland
$9.01M +$245K +3,017 +3%
BF
197
BOK Financial
Oklahoma
$8.96M -$7.19M -88,357 -43%
NEI
198
Northwest & Ethical Investments
Ontario, Canada
$8.96M +$2.41M +29,608 +33%
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$8.54M
MML Investors Services
200
MML Investors Services
Massachusetts
$8.49M -$163K -1,999 -2%

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.