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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
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$8.49M -$59.7M -733,936 -87%
Adage Capital Partners
202
Adage Capital Partners
Massachusetts
$8.44M +$9.13M +112,206 New
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$8.32M +$8.78M +107,919 +3,924%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$8.27M -$484K -5,946 -5%
CIA
205
CCM Investment Advisers
South Carolina
$8.23M +$712K +8,749 +9%
TPSF
206
Texas Permanent School Fund
Texas
$8.01M -$193K -2,371 -2%
RC
207
Randolph Company
Ohio
$7.98M -$75.2K -924 -0.9%
MSV
208
MN Services Vermogensbeheer
Netherlands
$7.84M +$277K +3,400 +3%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$7.73M -$143K -1,760 -2%
PFPT
210
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.63M +$166K +2,040 +2%
VFM
211
Viking Fund Management
North Dakota
$7.52M +$488K +6,000 +6%
NIM
212
Nexus Investment Management
Ontario, Canada
$7.49M +$452K +5,550 +6%
SSA
213
South Street Advisors
New York
$7.19M +$88K +1,081 +1%
FVCM
214
F&V Capital Management
Florida
$7.18M +$3.4M +41,735 +78%
USCWA
215
U.S. Capital Wealth Advisors
Texas
$7.09M -$656K -8,056 -8%
VWM
216
Valley Wealth Managers
New Jersey
$6.99M +$3.57M +43,861 +89%
SAM
217
Silvercrest Asset Management
New York
$6.99M +$186K +2,287 +3%
CSS
218
Cubist Systematic Strategies
Connecticut
$6.99M +$4.4M +54,031 +139%
YCM
219
Yousif Capital Management
Michigan
$6.84M -$138K -1,697 -2%
CNB
220
Czech National Bank
Czech Republic
$6.77M +$2.37M +29,102 +48%
EAM
221
Eagle Asset Management
Florida
$6.76M +$651 +8 +0%
TPCW
222
TD Private Client Wealth
New York
$6.71M -$52.2K -641 -0.7%
CAL
223
Capital Analysts LLC
Pennsylvania
$6.7M +$734K +9,026 +11%
WT
224
Whittier Trust
California
$6.68M +$116K +1,430 +2%
URS
225
Utah Retirement Systems
Utah
$6.67M +$16.3K +200 +0.2%

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.