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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
NIM
201
Nexus Investment Management
Ontario, Canada
$8.64M +$393K +4,300 +5%
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$8.34M -$4.39M -48,012 -34%
URS
203
Utah Retirement Systems
Utah
$8.33M +$18.3K +200 +0.2%
YCM
204
Yousif Capital Management
Michigan
$8.32M -$479K -5,239 -5%
WT
205
Whittier Trust
California
$8.3M -$73.9K -808 -0.9%
Renaissance Technologies
206
Renaissance Technologies
New York
$8.26M -$50.5M -552,500 -86%
SAM
207
Silvercrest Asset Management
New York
$8.24M -$21.5K -235 -0.3%
Assenagon Asset Management
208
Assenagon Asset Management
Luxembourg
$8.2M -$220K -2,401 -3%
EAM
209
Eagle Asset Management
Florida
$8.18M +$640 +7 +0%
NEI
210
Northwest & Ethical Investments
Ontario, Canada
$8.15M -$93.9K -1,027 -1%
SSA
211
South Street Advisors
New York
$8.15M +$31K +339 +0.4%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$8.09M +$425K +4,647 +6%
PFPT
213
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.05M +$2.86M +31,263 +55%
FVWA
214
Foster Victor Wealth Advisors
South Carolina
$8.02M +$492K +5,379 +7%
WB
215
WesBanco Bank
West Virginia
$8M -$57.2K -625 -0.7%
TPCW
216
TD Private Client Wealth
New York
$7.81M +$1.53M +16,696 +24%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$7.74M -$169K -1,846 -2%
Mariner
218
Mariner
Kansas
$7.73M +$455K +4,973 +6%
VFM
219
Viking Fund Management
North Dakota
$7.46M
SAM
220
Sabadell Asset Management
Spain
$7.38M +$7.14M +78,069 New
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$7.35M +$274 +3 +0%
KFP
222
Keystone Financial Planning
Ohio
$7.27M +$412K +4,508 +6%
SGC
223
Slocum, Gordon & Co
Rhode Island
$7.08M -$1.81M -19,751 -20%
Daiwa Securities Group
224
Daiwa Securities Group
Japan
$6.96M -$3.85M -42,063 -35%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$6.94M -$98.3K -1,075 -1%

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.