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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
BRWA
401
B. Riley Wealth Advisors
Florida
$2.14M +$783K +8,599 +61%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14M -$266K -2,918 -11%
MSFP
403
Mark Sheptoff Financial Planning
Connecticut
$2.12M -$88.4K -971 -4%
Nordea Investment Management
404
Nordea Investment Management
Sweden
$2.1M
AAS
405
Avantax Advisory Services
Texas
$2.08M -$39.1K -430 -2%
CG
406
Colony Group
Massachusetts
$2.06M +$440K +4,839 +29%
HVM
407
Harvest Volatility Management
Connecticut
$2.06M -$506K -5,561 -20%
PA
408
Pinnacle Associates
New York
$2.06M +$125K +1,374 +7%
PFO
409
Pathstone Family Office
New Jersey
$2.06M +$108K +1,183 +5%
TA
410
Townsend & Associates
Colorado
$2.04M -$20.2K -222 -1%
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$2.03M +$361K +3,969 +23%
ONB
412
Old National Bancorp
Indiana
$2.01M +$82.9K +911 +4%
TC
413
Trilogy Capital
California
$2.01M +$314K +3,446 +19%
CTA
414
Colonial Trust Advisors
South Carolina
$2M +$581K +6,378 +43%
DZ Bank
415
DZ Bank
Germany
$2M
AM
416
AGF Management
Ontario, Canada
$2M +$1.91M +21,036 New
UBV
417
United Bank (Virginia)
Virginia
$1.98M +$3K +33 +0.2%
GL
418
Graypoint LLC
New York
$1.97M -$34.2K -376 -2%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$1.95M -$102K -1,124 -5%
TPA
420
Trivium Point Advisory
Connecticut
$1.92M +$79.2K +870 +5%
BI
421
Bramshill Investments
Florida
$1.9M
ACM
422
Aquatic Capital Management
Illinois
$1.9M -$2.45M -26,900 -57%
IA
423
Icon Advisers
Colorado
$1.88M -$137K -1,500 -7%
BCI
424
Brinker Capital Investments
Pennsylvania
$1.88M -$31.2K -343 -2%
FNT
425
First National Trust
Pennsylvania
$1.87M +$6.28K +69 +0.4%

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.