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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
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$2.97M +$2.91M +31,948 New
PAS
352
Park Avenue Securities
New York
$2.95M +$109K +1,202 +4%
HWAM
353
Hennion & Walsh Asset Management
New Jersey
$2.93M +$433K +4,753 +18%
VRM
354
Vectors Research Management
New York
$2.9M +$401K +4,407 +17%
SCM
355
Spreng Capital Management
Ohio
$2.9M -$108K -1,189 -4%
LMIM
356
Lockheed Martin Investment Management
Maryland
$2.9M +$127K +1,400 +5%
IIM
357
INTECH Investment Management
Florida
$2.83M +$64.9K +713 +2%
IAIM
358
Industrial Alliance Investment Management
Quebec, Canada
$2.82M -$206K -2,261 -7%
MLICM
359
Metropolitan Life Insurance Company (MetLife)
New York
$2.82M -$78.7K -864 -3%
KACA
360
Kayne Anderson Capital Advisors
California
$2.8M -$9.09M -99,850 -77%
BCMO
361
Buckingham Capital Management (Ohio)
Ohio
$2.76M -$268K -2,943 -9%
Thrivent Financial for Lutherans
362
Thrivent Financial for Lutherans
Minnesota
$2.69M +$8.65K +95 +0.3%
WTC
363
WhitTier Trust Company
Nevada
$2.68M -$12.4K -136 -0.5%
1SB
364
1ST Source Bank
Indiana
$2.67M +$117K +1,282 +5%
ZB
365
Zions Bancorporation
Utah
$2.65M +$872K +9,574 +52%
SWP
366
Strategic Wealth Partners
Ohio
$2.64M -$157K -1,722 -6%
HC
367
HNP Capital
New York
$2.64M +$332K +3,646 +15%
PA
368
PFG Advisors
Arizona
$2.64M -$11K -121 -0.4%
TCM
369
Teza Capital Management
Illinois
$2.61M -$317K -3,477 -11%
IA
370
IFP Advisors
Florida
$2.6M +$1.28M +14,015 +59%
AWM
371
Axxcess Wealth Management
California
$2.58M +$280K +3,080 +13%
WPP
372
Whalerock Point Partners
Rhode Island
$2.57M +$25.8K +283 +1%
CGH
373
Crossmark Global Holdings
Texas
$2.56M +$82.9K +911 +3%
LHC
374
Little House Capital
Massachusetts
$2.56M +$261K +2,869 +12%
PP
375
Prudential plc
United Kingdom
$2.56M -$392K -4,303 -14%

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.