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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B +$4.66M +57,322 +0.1%
BlackRock
2
BlackRock
New York
$3.23B +$154M +1,893,083 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.15B +$292M +3,589,451 +14%
State Street
4
State Street
Massachusetts
$2.05B +$3.41M +41,886 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$1.12B +$47.8M +587,145 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$793M +$17M +209,432 +2%
Invesco
7
Invesco
Georgia
$737M +$96.2M +1,181,706 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$580M +$30.5M +374,300 +5%
Ameriprise
9
Ameriprise
Minnesota
$561M -$169M -2,076,110 -22%
N
10
Nuveen
North Carolina
$509M +$46M +564,763 +9%
Bank of America
11
Bank of America
North Carolina
$503M +$23.9M +293,760 +5%
Franklin Resources
12
Franklin Resources
California
$486M +$58.3M +715,956 +12%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$468M -$27.3M -336,014 -5%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$388M +$57.7M +708,558 +16%
Northern Trust
15
Northern Trust
Illinois
$376M +$206K +2,533 +0.1%
Wells Fargo
16
Wells Fargo
California
$364M -$16.1M -197,898 -4%
Federated Hermes
17
Federated Hermes
Pennsylvania
$364M -$34.8M -427,859 -8%
Legal & General Group
18
Legal & General Group
United Kingdom
$362M -$10.4M -127,582 -3%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$333M +$8.05M +98,897 +2%
UBS Group
20
UBS Group
Switzerland
$328M -$919K -11,293 -0.3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$327M +$33.4M +410,973 +10%
Lazard Asset Management
22
Lazard Asset Management
New York
$324M +$53.8M +660,599 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$309M -$4.65M -57,101 -1%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$239M +$274K +3,362 +0.1%
Amundi
25
Amundi
France
$218M +$3.38M +41,498 +1%

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.