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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
BAMF
476
BI Asset Management Fondsmaeglerselskab
Denmark
$1.52M +$631K +6,937 +76%
AIA
477
Affinity Investment Advisors
California
$1.52M
HIM
478
Hotaling Investment Management
Pennsylvania
$1.51M +$6.01K +66 +0.4%
RIM
479
Regent Investment Management
Kentucky
$1.49M -$8.19K -90 -0.6%
KCM
480
Kornitzer Capital Management
Kansas
$1.49M
SHFA
481
SS&H Financial Advisors
Michigan
$1.49M +$455 +5 +0%
HFM
482
Hartford Financial Management
Connecticut
$1.47M
PNC
483
Park National Corp
Ohio
$1.46M +$79.2K +870 +6%
AWG
484
Altus Wealth Group
Colorado
$1.45M +$402K +4,416 +41%
FNBT
485
FineMark National Bank & Trust
Florida
$1.45M +$18.3K +201 +1%
CB
486
Community Bank
New York
$1.44M -$30.5K -335 -2%
EWA
487
Exencial Wealth Advisors
Oklahoma
$1.44M +$162K +1,780 +13%
HSA
488
HBK Sorce Advisory
Pennsylvania
$1.43M +$696K +7,650 +103%
PFA
489
Pathway Financial Advisers
Indiana
$1.41M +$1.35M +14,848 New
NSEDCP
490
NJ State Employees Deferred Compensation Plan
New Jersey
$1.4M
SPC
491
Sigma Planning Corp
Michigan
$1.39M +$118K +1,295 +10%
CTC
492
Central Trust Company
Missouri
$1.38M
SC
493
Searle & Co
Connecticut
$1.37M
GT
494
Greenleaf Trust
Michigan
$1.37M +$98.2K +1,079 +8%
SFG
495
Summit Financial Group
West Virginia
$1.33M
HW
496
Hancock Whitney
Mississippi
$1.33M -$8.38K -92 -0.7%
SW
497
SVB Wealth
Massachusetts
$1.31M -$35.8K -393 -3%
SWM
498
SeaCrest Wealth Management
New York
$1.3M -$37.2K -409 -3%
RPSA
499
Richard P. Slaughter Associates
Texas
$1.29M +$28.2K +310 +2%
JWCA
500
J.W. Cole Advisors
Florida
$1.29M -$82.7K -908 -6%

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.