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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
WBC
226
Westpac Banking Corp
Australia
$6.92M -$1.57M -17,150 -18%
CAL
227
Capital Analysts LLC
Pennsylvania
$6.79M +$328K +3,587 +5%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$6.79M +$1.54M +16,819 +29%
MOACM
229
Mutual of America Capital Management
New York
$6.69M +$11.3K +124 +0.2%
CAN
230
Cetera Advisor Networks
California
$6.67M +$455K +4,971 +7%
GQG Partners
231
GQG Partners
Florida
$6.62M -$611M -6,676,029 -99%
NYLIM
232
New York Life Investment Management
New York
$6.62M +$16.2K +177 +0.2%
DILIC
233
Dai-ichi Life Insurance Company
Japan
$6.5M +$576K +6,293 +10%
FAB
234
First American Bank
Illinois
$6.48M -$144K -1,579 -2%
MHC
235
Meyer Handelman Company
New York
$6.4M -$110K -1,200 -2%
IG
236
ING Group
Netherlands
$6.34M -$7.73M -84,466 -55%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$6.15M -$1.32M -14,447 -18%
Wealthfront Advisers
238
Wealthfront Advisers
California
$6.09M -$1.8M -19,680 -23%
VLKIM
239
Van Lanschot Kempen Investment Management
Netherlands
$6.08M
ATC
240
Argent Trust Co
Tennessee
$5.97M +$167K +1,824 +3%
VVP
241
Venture Visionary Partners
Ohio
$5.96M +$768K +8,392 +15%
CIA
242
Capital Investment Advisors
Georgia
$5.93M -$28K -306 -0.5%
CIBC World Market
243
CIBC World Market
Ontario, Canada
$5.93M +$2.17M +23,690 +57%
VI
244
Vestcor Inc
New Brunswick, Canada
$5.89M -$348K -3,808 -6%
HEIP
245
Hudson Edge Investment Partners
New Jersey
$5.88M +$1.73M +18,921 +41%
Adage Capital Partners
246
Adage Capital Partners
Massachusetts
$5.87M +$3.82M +41,800 +184%
ECM
247
Element Capital Management
New York
$5.85M +$5.88M +64,314 New
ASC
248
Atalanta Sosnoff Capital
New York
$5.84M -$15.7M -171,986 -73%
M
249
MOTCO
Texas
$5.71M +$155K +1,697 +3%
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$5.65M -$87.3K -954 -2%

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.