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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
SB
376
Strategic Blueprint
Georgia
$2.54M +$364K +4,004 +18%
SA
377
Strategic Advisors
New York
$2.53M +$9.38K +103 +0.4%
RWA
378
River Wealth Advisors
Pennsylvania
$2.51M +$60.8K +668 +3%
BAM
379
Berkshire Asset Management
Pennsylvania
$2.51M +$7.92K +87 +0.3%
OAJ
380
Ogorek Anthony Joseph
New York
$2.5M -$15.8K -174 -0.7%
UCFA
381
United Capital Financial Advisors
Texas
$2.49M +$229K +2,519 +11%
BFPW
382
BOK Financial Private Wealth
Colorado
$2.46M -$102K -1,118 -4%
AHB
383
Abner Herrman & Brock
New Jersey
$2.44M +$1.29M +14,191 +124%
PCA
384
Providence Capital Advisors
North Carolina
$2.43M -$8.47K -93 -0.4%
SWP
385
Stratos Wealth Partners
Ohio
$2.42M +$451K +4,953 +24%
MCM
386
MAI Capital Management
Ohio
$2.41M +$307K +3,371 +15%
AWA
387
Arkadios Wealth Advisors
Georgia
$2.38M +$260K +2,852 +13%
TF
388
TIAA FSB
Florida
$2.37M -$92.6K -1,017 -4%
DADC
389
D.A. Davidson & Co
Montana
$2.35M +$414K +4,543 +22%
NMERB
390
New Mexico Educational Retirement Board
New Mexico
$2.33M -$155K -1,700 -6%
KPWS
391
Kestra Private Wealth Services
Texas
$2.29M -$355K -3,897 -14%
HBWM
392
Hollow Brook Wealth Management
New York
$2.25M +$94.4K +1,037 +5%
FCBT
393
First Citizens Bank & Trust
North Carolina
$2.24M -$309K -3,398 -13%
RJT
394
Raymond James Trust
Florida
$2.21M -$101K -1,111 -5%
CTI
395
Community Trust & Investment
Kentucky
$2.2M -$627K -6,892 -23%
LNC
396
Lincoln National Corp
Pennsylvania
$2.18M +$67.2K +738 +3%
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$2.18M +$3.46K +38 +0.2%
BCM
398
Brookstone Capital Management
Illinois
$2.17M +$171K +1,882 +9%
Adage Capital Partners
399
Adage Capital Partners
Massachusetts
$2.16M -$36.5M -400,700 -95%
TA
400
TFG Advisers
Michigan
$2.15M +$34K +374 +2%

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.