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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
BAM
376
Berkshire Asset Management
Pennsylvania
$2.44M +$36.1K +395 +1%
SB
377
Strategic Blueprint
Georgia
$2.44M +$2.01K +22 +0.1%
SA
378
Strategic Advisors
New York
$2.44M +$9.61K +105 +0.4%
SWP
379
Strategic Wealth Partners
Ohio
$2.41M -$123K -1,341 -5%
HC
380
HNP Capital
New York
$2.39M -$133K -1,450 -5%
PCA
381
Providence Capital Advisors
North Carolina
$2.38M +$48.8K +533 +2%
RWA
382
River Wealth Advisors
Pennsylvania
$2.37M -$30.7K -336 -1%
QT
383
Quantbot Technologies
New York
$2.37M +$2.38M +26,053 New
KPWS
384
Kestra Private Wealth Services
Texas
$2.36M +$166K +1,818 +8%
OAM
385
Oppenheimer Asset Management
New York
$2.36M -$1.28M -14,030 -35%
Walleye Trading
386
Walleye Trading
New York
$2.35M -$2.52M -27,504 -52%
RJT
387
Raymond James Trust
Florida
$2.34M +$231K +2,528 +11%
VF
388
Virtu Financial
New York
$2.34M +$2.35M +25,696 New
PP
389
Prudential plc
United Kingdom
$2.32M -$133K -1,458 -5%
BFPW
390
BOK Financial Private Wealth
Colorado
$2.32M -$39.6K -433 -2%
CGH
391
Crossmark Global Holdings
Texas
$2.31M -$154K -1,684 -6%
HBWM
392
Hollow Brook Wealth Management
New York
$2.3M +$149K +1,624 +7%
ACM
393
Acrisure Capital Management
Texas
$2.3M +$1.31M +14,341 +132%
ZCM
394
Ziegler Capital Management
Illinois
$2.25M -$5.56M -60,835 -71%
CWP
395
Cyndeo Wealth Partners
Florida
$2.23M +$735K +8,038 +49%
SWP
396
Stratos Wealth Partners
Ohio
$2.23M -$94.4K -1,032 -4%
MCM
397
MAI Capital Management
Ohio
$2.2M -$105K -1,149 -5%
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$2.16M -$73.2K -800 -3%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$2.15M +$280K +3,061 +15%
LNC
400
Lincoln National Corp
Pennsylvania
$2.14M +$43.3K +473 +2%

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.