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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
LHC
401
Little House Capital
Massachusetts
$2.12M -$337K -3,680 -14%
OAJ
402
Ogorek Anthony Joseph
New York
$2.12M -$279K -3,055 -12%
TI
403
TTP Investments
California
$2.09M +$1.05M +11,505 +100%
AIM
404
Aquila Investment Management
New York
$2.09M +$2.1M +23,000 New
MLICM
405
Metropolitan Life Insurance Company (MetLife)
New York
$2.09M -$616K -6,738 -23%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$2.08M -$8.96K -98 -0.4%
TA
407
TFG Advisers
Michigan
$2.07M +$4.39K +48 +0.2%
CTA
408
Colonial Trust Advisors
South Carolina
$2.05M +$134K +1,470 +7%
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.04M -$16.2K -177 -0.8%
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
$2.01M -$22.5K -246 -1%
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
$2.01M -$578K -6,320 -22%
FB
412
Fulton Bank
Pennsylvania
$1.99M +$1.12M +12,251 +127%
AAS
413
Avantax Advisory Services
Texas
$1.99M -$6.4K -70 -0.3%
Nordea Investment Management
414
Nordea Investment Management
Sweden
$1.98M -$18.7K -204 -0.9%
UCFA
415
United Capital Financial Advisors
Texas
$1.97M -$426K -4,659 -18%
TYCC
416
Texas Yale Capital Corp
Florida
$1.96M +$247K +2,705 +14%
BOSSRA
417
B.O.S.S. Retirement Advisors
Utah
$1.94M +$173K +1,888 +10%
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
$1.93M -$12.8K -140 -0.7%
PA
419
Pinnacle Associates
New York
$1.92M -$49.9K -546 -3%
UBV
420
United Bank (Virginia)
Virginia
$1.9M -$3.02K -33 -0.2%
TPA
421
Trivium Point Advisory
Connecticut
$1.89M +$79.1K +865 +4%
TRCT
422
Tower Research Capital (TRC)
New York
$1.89M +$187K +2,041 +11%
SVWAG
423
Sound View Wealth Advisors Group
Georgia
$1.88M -$64.8K -708 -3%
NAM
424
NorthCrest Asset Manangement
Minnesota
$1.88M +$1.48M +16,176 +361%
FBT
425
First Bank & Trust
South Dakota
$1.86M +$636K +6,950 +51%

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.