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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
AG
326
Ascent Group
Virginia
$3.47M +$307K +3,110 +9%
BWM
327
BerganKDV Wealth Management
Minnesota
$3.47M +$139K +1,407 +4%
AMG
328
Advisors Management Group
Wisconsin
$3.44M -$41.2K -417 -1%
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$3.42M
CCT
330
Capital City Trust
Florida
$3.42M +$32K +324 +0.8%
E
331
Ergoteles
New York
$3.42M +$3.91M +39,569 New
BAM
332
Blueshift Asset Management
New Jersey
$3.42M +$1.74M +17,566 +80%
AI
333
Atria Investments
North Carolina
$3.38M -$11K -111 -0.3%
EMPI
334
Elo Mutual Pension Insurance
Finland
$3.33M -$116K -1,173 -3%
UFF
335
USA Financial Formulas
Michigan
$3.32M +$219K +2,215 +6%
AAF
336
Andra AP-fonden
Sweden
$3.32M -$158K -1,600 -4%
HCMT
337
Highland Capital Management (Tennessee)
Tennessee
$3.28M -$9.89K -100 -0.3%
NC
338
NewSquare Capital
Pennsylvania
$3.27M -$171K -1,730 -4%
OIM
339
Opus Investment Management
Massachusetts
$3.25M
WHRC
340
W.H. Reaves & Co
New Jersey
$3.23M +$1.06M +10,740 +40%
RBA
341
Richard Bernstein Advisors
New York
$3.21M -$908K -9,180 -20%
BCM
342
Bluefin Capital Management
New York
$3.2M +$3.66M +36,999 New
JIR
343
James Investment Research
Ohio
$3.14M +$3.37M +34,039 +1,484%
NB
344
Norinchukin Bank
Japan
$3.1M +$126K +1,275 +4%
MP
345
Munro Partners
Australia
$3.06M -$1.15M -11,610 -25%
MHI
346
Miller Howard Investments
New York
$3.06M +$426K +4,308 +14%
JWM
347
Jeppson Wealth Management
California
$3.04M -$24.2K -245 -0.7%
AC
348
Allstate Corporation
Illinois
$2.97M
PAG
349
Private Advisor Group
New Jersey
$2.89M -$1.07M -10,785 -24%
DC
350
Davenport & Co
Virginia
$2.88M -$148K -1,502 -4%

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.