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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
JIR
326
James Investment Research
Ohio
$3.75M +$286K +3,141 +9%
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$3.75M -$4.22M -46,405 -54%
AMG
328
Advisors Management Group
Wisconsin
$3.71M -$59.4K -653 -2%
CCT
329
Capital City Trust
Florida
$3.68M -$71.6K -787 -2%
DC
330
Davenport & Co
Virginia
$3.67M +$483K +5,302 +16%
HCMT
331
Highland Capital Management (Tennessee)
Tennessee
$3.59M -$19.1K -210 -0.6%
OQS
332
Occudo Quantitative Strategies
Florida
$3.56M +$3.41M +37,497 New
CA
333
Cetera Advisors
Colorado
$3.54M -$2.14M -23,534 -39%
RBA
334
Richard Bernstein Advisors
New York
$3.53M
HIMCH
335
Hartford Investment Management Co (HIMCO)
Connecticut
$3.53M -$1.05M -11,582 -24%
PCM
336
Penserra Capital Management
California
$3.5M +$3.35M +36,843 New
JWM
337
Jeppson Wealth Management
California
$3.46M +$118K +1,293 +4%
MHI
338
Miller Howard Investments
New York
$3.42M +$54.9K +603 +2%
Squarepoint
339
Squarepoint
New York
$3.41M -$627K -6,886 -16%
BFIM
340
Beese Fulmer Investment Management
Ohio
$3.38M +$436K +4,789 +16%
BPA
341
Beacon Pointe Advisors
California
$3.36M +$842K +9,249 +35%
AC
342
Allstate Corporation
Illinois
$3.27M +$6.28K +69 +0.2%
AIM
343
Allstate Investment Management
Illinois
$3.27M +$3.13M +34,411 New
CA
344
Cornerstone Advisors
North Carolina
$3.16M
BCM
345
BlueCrest Capital Management
Jersey
$3.16M -$2.45M -26,935 -45%
NB
346
Norinchukin Bank
Japan
$3.12M -$277K -3,038 -8%
VPIM
347
Vanguard Personalized Indexing Management
California
$3.12M +$342K +3,753 +13%
BNP Paribas Asset Management
348
BNP Paribas Asset Management
France
$3.07M +$783K +8,601 +36%
KBC Group
349
KBC Group
Belgium
$3.06M +$157K +1,723 +6%
PMIA
350
Patrick Mauro Investment Advisor
Illinois
$3.04M +$301K +3,311 +12%

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.