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American Electric Power

1,353 hedge funds and large institutions have $34.6B invested in American Electric Power in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 540 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $327M | Put options by funds: $135M

21% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 446

3% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 109

1.5% less ownership

Funds ownership: 75.64%74.13% (-1.5%)

2% less funds holding

Funds holding: 1,3871,353 (-34)

7% less capital invested

Capital invested by funds: $37B → $34.6B (-$2.46B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,353
Holders Change
-34
Holders Change %
-2.45%
% of All Funds
21.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
112
Increased
540
Reduced
446
Closed
109
Calls
$327M
Puts
$135M
Net Calls
+$192M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
CIBC World Markets
New York
$2.93M -$4.06M -44,366 -58%
EWA
352
Exencial Wealth Advisors
Oklahoma
$2.89M +$1.52M +16,635 +110%
SSWM
353
Smith Salley Wealth Management
North Carolina
$2.84M +$2.85M +31,183 New
HWAM
354
Hennion & Walsh Asset Management
New Jersey
$2.83M +$26.2K +286 +0.9%
VIA
355
Vident Investment Advisory
Georgia
$2.83M +$2.39M +26,177 +528%
AAF
356
Andra AP-fonden
Sweden
$2.81M -$1.09M -11,900 -28%
FCBT
357
First Citizens Bank & Trust
North Carolina
$2.79M +$648K +7,089 +30%
IIM
358
INTECH Investment Management
Florida
$2.78M +$63.1K +690 +2%
LMIM
359
Lockheed Martin Investment Management
Maryland
$2.78M
BPA
360
Beacon Pointe Advisors
California
$2.76M -$466K -5,089 -14%
IWC
361
Integrated Wealth Concepts
Massachusetts
$2.75M +$1.68M +18,404 +156%
SCM
362
Spreng Capital Management
Ohio
$2.74M -$42.1K -460 -2%
KACA
363
Kayne Anderson Capital Advisors
California
$2.7M +$18.3K +200 +0.7%
BNP Paribas Asset Management
364
BNP Paribas Asset Management
France
$2.68M -$267K -2,924 -9%
WTC
365
WhitTier Trust Company
Nevada
$2.68M +$112K +1,224 +4%
PA
366
PFG Advisors
Arizona
$2.68M +$151K +1,648 +6%
VRM
367
Vectors Research Management
New York
$2.67M -$116K -1,268 -4%
BCMO
368
Buckingham Capital Management (Ohio)
Ohio
$2.66M +$10.4K +114 +0.4%
LSA
369
L & S Advisors
California
$2.62M -$2.66M -29,079 -50%
AWA
370
Arkadios Wealth Advisors
Georgia
$2.54M +$257K +2,811 +11%
1SB
371
1ST Source Bank
Indiana
$2.52M -$35.5K -388 -1%
BRWA
372
B. Riley Wealth Advisors
Florida
$2.52M +$466K +5,090 +23%
AWM
373
Axxcess Wealth Management
California
$2.5M +$23.7K +259 +1%
DADC
374
D.A. Davidson & Co
Montana
$2.48M +$227K +2,487 +10%
WPP
375
Whalerock Point Partners
Rhode Island
$2.46M

AEP Hedge Fund Activity: Q1 2023 in Review

1,353 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2023, worth a combined $34.6B — down 6.6% from $37B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AEP positions and 109 closed out — a net gain of 3 holders — while 540 added to existing stakes and 446 trimmed.

The largest buyer was Jane Street, adding an estimated $173M. The largest seller was GQG Partners, cutting an estimated $611M.

  • 1,353 institutional investors held American Electric Power (AEP) as of Q1 2023, down from 1,387 in Q4 2022.
  • Funds reported $34.6B of American Electric Power stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 112 funds opened new American Electric Power positions in Q1 2023 and 109 closed out, a net change of +3 holders.
  • The largest American Electric Power buyer in Q1 2023 was Jane Street, an estimated $173M added.
  • The largest American Electric Power seller in Q1 2023 was GQG Partners, an estimated $611M sold.

Based on aggregated 13F filings for Q1 2023.