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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%)

2% less funds holding

Funds holding: 1,3861,352 (-34)

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
-34
Holders Change %
-2.45%
% 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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.43B +$48.6M +531,518 +1%
BlackRock
2
BlackRock
New York
$3.81B -$28.3M -309,906 -0.7%
State Street
3
State Street
Massachusetts
$2.46B -$90.9M -993,336 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.2B +$108M +1,176,207 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.27B +$51.5M +562,674 +4%
Ameriprise
6
Ameriprise
Minnesota
$1.03B -$62.7M -685,607 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$913M -$14.2M -154,887 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$750M -$56.4M -616,769 -7%
Invesco
9
Invesco
Georgia
$748M +$17.1M +186,906 +2%
Bank of America
10
Bank of America
North Carolina
$670M +$104M +1,137,558 +18%
N
11
Nuveen
North Carolina
$591M +$33.4M +364,780 +6%
Franklin Resources
12
Franklin Resources
California
$566M -$13M -141,930 -2%
Northern Trust
13
Northern Trust
Illinois
$482M -$9.58M -104,684 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$478M +$16.2M +176,812 +3%
Wells Fargo
15
Wells Fargo
California
$450M +$12.8M +140,064 +3%
Legal & General Group
16
Legal & General Group
United Kingdom
$443M +$3.29M +35,939 +0.7%
Federated Hermes
17
Federated Hermes
Pennsylvania
$420M +$135M +1,476,099 +47%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$404M -$89.8M -981,563 -18%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$398M +$7.79M +85,143 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$388M -$17.4M -190,052 -4%
UBS Group
21
UBS Group
Switzerland
$385M +$19.8M +216,242 +5%
AllianceBernstein
22
AllianceBernstein
Tennessee
$371M -$20.4M -222,869 -5%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$323M +$70.2M +767,073 +28%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$295M -$17.6M -192,789 -6%
Amundi
25
Amundi
France
$255M +$144M +1,570,470 +140%

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 1,386 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.