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American Electric Power

1,386 hedge funds and large institutions have $37B invested in American Electric Power in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 555 increasing their positions, 417 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $270M | Put options by funds: $138M

90% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 90

33% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 417

12% more capital invested

Capital invested by funds: $33.1B → $37B (+$3.94B)

4% more funds holding

Funds holding: 1,3361,386 (+50)

0.89% more ownership

Funds ownership: 74.75%75.64% (+0.89%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,386
Holders Change
+50
Holders Change %
+3.74%
% of All Funds
22.28%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
171
Increased
555
Reduced
417
Closed
90
Calls
$270M
Puts
$138M
Net Calls
+$131M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
226
Ziegler Capital Management
Illinois
$8.11M -$1.27M -13,981 -14%
IMRF
227
Illinois Municipal Retirement Fund
Illinois
$8.05M +$507K +5,573 +7%
Millennium Management
228
Millennium Management
New York
$8.04M -$148M -1,626,807 -95%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$8M +$302K +3,319 +4%
FVWA
230
Foster Victor Wealth Advisors
South Carolina
$7.97M +$536K +5,889 +8%
SEI Investments
231
SEI Investments
Pennsylvania
$7.88M -$21.5M -236,631 -74%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$7.79M
VFM
233
Viking Fund Management
North Dakota
$7.79M +$1.78M +19,500 +31%
Rafferty Asset Management
234
Rafferty Asset Management
New York
$7.67M -$532K -5,848 -7%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$7.67M -$118K -1,300 -2%
Mariner
236
Mariner
Kansas
$7.6M +$1.61M +17,642 +28%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$7.35M +$939K +10,316 +15%
CWM
238
CIBC World Markets
New York
$7.27M +$6.26M +68,728 +882%
KFP
239
Keystone Financial Planning
Ohio
$7.16M +$6.86M +75,390 New
LSV Asset Management
240
LSV Asset Management
Illinois
$7.11M
WorldQuant Millennium Advisors
241
WorldQuant Millennium Advisors
New York
$7.03M
MOACM
242
Mutual of America Capital Management
New York
$6.97M +$207K +2,275 +3%
TPSF
243
Texas Permanent School Fund
Texas
$6.93M +$29.1K +320 +0.4%
FAB
244
First American Bank
Illinois
$6.91M +$72.2K +793 +1%
NYLIM
245
New York Life Investment Management
New York
$6.89M +$7.92K +87 +0.1%
MHC
246
Meyer Handelman Company
New York
$6.79M -$13.7K -150 -0.2%
CAL
247
Capital Analysts LLC
Pennsylvania
$6.74M +$289K +3,173 +5%
TPCW
248
TD Private Client Wealth
New York
$6.56M +$469K +5,151 +8%
VI
249
Vestcor Inc
New Brunswick, Canada
$6.51M +$475K +5,216 +8%
CAN
250
Cetera Advisor Networks
California
$6.49M +$1.92M +21,143 +45%

AEP Hedge Fund Activity: Q4 2022 in Review

1,386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2022, worth a combined $37B — up 12% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new AEP positions and 90 closed out — a net gain of 81 holders — while 555 added to existing stakes and 417 trimmed.

The largest buyer was GQG Partners, adding an estimated $612M. The largest seller was T. Rowe Price Associates, cutting an estimated $347M.

  • 1,386 institutional investors held American Electric Power (AEP) as of Q4 2022, up from 1,336 in Q3 2022.
  • Funds reported $37B of American Electric Power stock for Q4 2022, up 12% quarter-over-quarter.
  • 171 funds opened new American Electric Power positions in Q4 2022 and 90 closed out, a net change of +81 holders.
  • The largest American Electric Power buyer in Q4 2022 was GQG Partners, an estimated $612M added.
  • The largest American Electric Power seller in Q4 2022 was T. Rowe Price Associates, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2022.