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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
301
Cetera Advisor Networks
California
$4.08M +$536K +5,423 +13%
ACM
302
Aquatic Capital Management
Illinois
$4.05M +$4.64M +46,900 New
AOWM
303
Alpha Omega Wealth Management
Virginia
$3.94M -$316K -3,192 -7%
HEIP
304
Hudson Edge Investment Partners
New Jersey
$3.92M +$4.48M +45,356 New
CB
305
Commerce Bank
Missouri
$3.86M +$49.2K +498 +1%
EFIC
306
Eliot Finkel Investment Counsel
California
$3.81M -$3.96K -40 -0.1%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$3.8M +$825K +8,342 +23%
RWM
308
Rench Wealth Management
Texas
$3.74M -$22.3K -226 -0.5%
SB
309
Simmons Bank
Arkansas
$3.71M +$14.2K +144 +0.3%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$3.7M +$270K +2,730 +7%
Squarepoint
311
Squarepoint
New York
$3.7M +$4.23M +42,776 New
CCG
312
Cypress Capital Group
Florida
$3.69M +$8.7K +88 +0.2%
RIA
313
Regal Investment Advisors
Michigan
$3.66M +$99.5K +1,006 +2%
SCP
314
Stamos Capital Partners
California
$3.63M +$4.15M +41,970 New
SAM
315
Securian Asset Management
Minnesota
$3.62M -$3.2M -32,371 -44%
AssetMark Inc
316
AssetMark Inc
California
$3.6M +$823K +8,326 +25%
UB
317
UMB Bank
Missouri
$3.58M -$36.9K -373 -0.9%
IP
318
Investment Partners
Ohio
$3.55M +$2.49M +25,217 +160%
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$3.53M +$309K +3,121 +8%
PAI
320
Pittenger & Anderson Inc
Nebraska
$3.52M +$68.7K +695 +2%
William Blair & Company
321
William Blair & Company
Illinois
$3.5M -$203K -2,051 -5%
NSIM
322
North Star Investment Management
Illinois
$3.48M +$19.6K +198 +0.5%
Marshall Wace
323
Marshall Wace
United Kingdom
$3.48M +$3.98M +40,239 New
KRS
324
Kentucky Retirement Systems
Kentucky
$3.48M +$208K +2,099 +6%
SG Americas Securities
325
SG Americas Securities
New York
$3.48M +$551K +5,576 +16%

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.