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American Electric Power

1,353 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: 1,3871,353 (-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
1,353
Holders Change
-34
Holders Change %
-2.45%
% of All Funds
21.56%
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
KeyBank National Association
276
KeyBank National Association
Ohio
$4.96M +$20.8K +227 +0.4%
CA
277
Cornerstone Advisors
North Carolina
$4.94M +$1.92M +21,000 +63%
FT
278
Fiduciary Trust
Massachusetts
$4.89M -$91.9K -1,005 -2%
FVCM
279
F&V Capital Management
Florida
$4.89M +$429K +4,685 +10%
DWM
280
Dakota Wealth Management
Florida
$4.81M -$52.8K -577 -1%
Tudor Investment Corp
281
Tudor Investment Corp
Connecticut
$4.75M +$4.52M +49,440 +1,818%
Allianz Asset Management
282
Allianz Asset Management
Germany
$4.74M -$289K -3,156 -6%
CIM
283
Contravisory Investment Management
Massachusetts
$4.73M +$31.8K +348 +0.7%
AWS
284
Atria Wealth Solutions
New York
$4.71M -$41.6K -455 -0.9%
GIM
285
Goelzer Investment Management
Indiana
$4.71M +$4.73M +51,710 New
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$4.7M +$150K +1,640 +3%
SB
287
Simmons Bank
Arkansas
$4.65M +$860K +9,400 +23%
VWM
288
Valley Wealth Managers
New Jersey
$4.6M +$4.63M +50,608 New
WorldQuant Millennium Advisors
289
WorldQuant Millennium Advisors
New York
$4.49M -$2.25M -24,649 -33%
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$4.48M +$1.04M +11,423 +30%
SC
291
Sagefield Capital
Texas
$4.4M +$487K +5,326 +12%
RIA
292
Regal Investment Advisors
Michigan
$4.36M +$135K +1,477 +3%
Bank of Nova Scotia
293
Bank of Nova Scotia
Ontario, Canada
$4.35M -$6.89M -75,275 -61%
EGM
294
Engineers Gate Manager
New York
$4.26M +$3.16M +34,498 +280%
PAG
295
Private Advisor Group
New Jersey
$4.17M +$831K +9,081 +25%
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$4.16M +$22.4K +245 +0.5%
SPIA
297
Steward Partners Investment Advisory
New York
$4.16M +$67K +732 +2%
BWM
298
BerganKDV Wealth Management
Minnesota
$4.14M +$220K +2,409 +6%
OTPPB
299
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.12M -$563K -6,157 -12%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$4.07M +$50.7K +554 +1%

AEP Hedge Fund Activity: Q1 2023 in Review

1,353 of the 6,276 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.

  • 1,353 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.