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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
BOSSRA
426
B.O.S.S. Retirement Advisors
Utah
$1.85M +$1.77M +19,482 New
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$1.85M -$75.6K -831 -4%
SGI
428
Summit Global Investments
Utah
$1.85M +$1.36K +15 +0.1%
PWP
429
Principle Wealth Partners
Connecticut
$1.84M +$543K +5,962 +44%
WAM
430
Wolverine Asset Management
Illinois
$1.84M +$212K +2,334 +14%
WWM
431
Western Wealth Management
Colorado
$1.83M -$933K -10,244 -35%
SDIC
432
South Dakota Investment Council
South Dakota
$1.82M +$246K +2,700 +16%
HWM
433
HB Wealth Management
Georgia
$1.82M +$10.4K +114 +0.6%
TMAM
434
Tokio Marine Asset Management
Japan
$1.82M +$28.9K +318 +2%
TYCC
435
Texas Yale Capital Corp
Florida
$1.79M +$501K +5,500 +41%
GAM
436
Garrison Asset Management
Arkansas
$1.79M -$71.8K -789 -4%
SFA
437
Sequoia Financial Advisors
Ohio
$1.79M +$513K +5,634 +43%
E
438
Ergoteles
New York
$1.78M -$1.89M -20,773 -52%
API
439
Advisor Partners II
California
$1.78M +$75.9K +834 +5%
TRCT
440
Tower Research Capital (TRC)
New York
$1.77M -$13.5M -148,182 -89%
JWM
441
Jackson Wealth Management
Florida
$1.75M +$33.2K +365 +2%
FCB
442
First County Bank
Connecticut
$1.75M +$1.68M +18,450 New
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.75M
QCM
444
Quantinno Capital Management
New York
$1.75M +$337K +3,706 +25%
SVWAG
445
Sound View Wealth Advisors Group
Georgia
$1.74M +$199K +2,183 +11%
MS
446
Maven Securities
Jersey
$1.72M +$385K +4,227 +30%
KFP
447
KMG Fiduciary Partners
Ohio
$1.72M +$303K +3,333 +23%
BBHC
448
Brown Brothers Harriman & Co
New York
$1.71M -$140K -1,542 -8%
Koshinski Asset Management
449
Koshinski Asset Management
Illinois
$1.68M +$1.61M +17,725 New
MSU
450
Mizuho Securities USA
New York
$1.66M -$218K -2,400 -12%

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.