We are live on ! Find out more
AEP icon

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
SPIA
301
Steward Partners Investment Advisory
New York
$4.27M -$1.4M -15,428 -26%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$4.27M -$3.21M -35,246 -44%
AOWM
303
Alpha Omega Wealth Management
Virginia
$4.27M -$53.4K -587 -1%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$4.19M +$297K +3,259 +8%
EFIC
305
Eliot Finkel Investment Counsel
California
$4.17M -$16.4K -180 -0.4%
RWM
306
Rench Wealth Management
Texas
$4.17M +$53.8K +591 +1%
BWM
307
BerganKDV Wealth Management
Minnesota
$4.09M +$268K +2,942 +7%
SC
308
Sagefield Capital
Texas
$4.09M +$966K +10,616 +33%
AAF
309
Andra AP-fonden
Sweden
$4.06M +$401K +4,400 +11%
CCG
310
Cypress Capital Group
Florida
$4.04M -$17.2K -189 -0.4%
AI
311
Atria Investments
North Carolina
$4.03M +$302K +3,323 +8%
SAM
312
Securian Asset Management
Minnesota
$4.01M +$28.9K +318 +0.8%
SB
313
Simmons Bank
Arkansas
$3.96M -$106K -1,162 -3%
William Blair & Company
314
William Blair & Company
Illinois
$3.96M +$107K +1,176 +3%
CIBC World Market
315
CIBC World Market
Ontario, Canada
$3.94M -$229K -2,519 -6%
UB
316
UMB Bank
Missouri
$3.88M -$45.5K -500 -1%
PAI
317
Pittenger & Anderson Inc
Nebraska
$3.87M
NSIM
318
North Star Investment Management
Illinois
$3.86M +$37.3K +410 +1%
SCM
319
Shelton Capital Management
Colorado
$3.85M -$695K -7,636 -16%
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$3.84M +$77.2K +848 +2%
KRS
321
Kentucky Retirement Systems
Kentucky
$3.83M +$16.1K +177 +0.4%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$3.82M -$241K -2,644 -6%
AG
323
Ascent Group
Virginia
$3.81M +$57.2K +628 +2%
OAM
324
Oppenheimer Asset Management
New York
$3.8M +$2.48M +27,236 +214%
EMPI
325
Elo Mutual Pension Insurance
Finland
$3.77M +$107K +1,175 +3%

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.