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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
Federated Hermes
26
Federated Hermes
Pennsylvania
$298M +$143M +1,569,265 +100%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$264M -$26M -285,302 -9%
Charles Schwab
28
Charles Schwab
California
$263M +$4.62M +50,776 +2%
Capital Research Global Investors
29
Capital Research Global Investors
California
$243M -$48K -527 -0%
Boston Partners
30
Boston Partners
Massachusetts
$230M +$27.1M +298,111 +14%
Macquarie Group
31
Macquarie Group
Australia
$202M +$65.6M +721,058 +34%
Swiss National Bank
32
Swiss National Bank
Switzerland
$198M -$12.5M -137,692 -6%
BC
33
Brookfield Corp
Ontario, Canada
$192M +$47.3M +520,136 +35%
UBS AM
34
UBS AM
Illinois
$190M +$35.2M +386,138 +22%
JP Morgan Chase
35
JP Morgan Chase
New York
$187M +$10.6M +116,041 +6%
Goldman Sachs
36
Goldman Sachs
New York
$176M -$12.9M -141,711 -7%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$160M -$1.29M -14,210 -0.8%
DPIM
38
Duff & Phelps Investment Management
Illinois
$152M +$738K +8,110 +0.5%
EIP
39
Epoch Investment Partners
New York
$151M +$14M +153,933 +11%
Deutsche Bank
40
Deutsche Bank
Germany
$143M +$67.1M +737,126 +96%
CIMLRA
41
CBRE Investment Management Listed Real Assets
Pennsylvania
$132M -$28.5M -313,519 -18%
PAMS
42
Pictet Asset Management (Switzerland)
Switzerland
$130M +$527K +5,784 +0.4%
MBA
43
Maple-Brown Abbott
Australia
$123M +$11.4M +125,080 +11%
APG Asset Management
44
APG Asset Management
Netherlands
$122M +$15.4M +168,871 +15%
EIP
45
Energy Income Partners
Connecticut
$117M -$7.74M -85,079 -6%
Jennison Associates
46
Jennison Associates
New York
$116M -$17.2M -189,292 -13%
Amundi
47
Amundi
France
$110M -$142M -1,554,944 -58%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$105M +$15.3M +168,383 +18%
First Trust Advisors
49
First Trust Advisors
Illinois
$105M +$10.5M +114,906 +12%
Victory Capital Management
50
Victory Capital Management
Texas
$104M +$13.4M +146,813 +15%

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.