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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
FBT
501
First Bank & Trust
South Dakota
$1.28M +$11.3K +124 +0.9%
MLA
502
My Legacy Advisors
Oregon
$1.28M +$168K +1,845 +15%
LWAC
503
Laurel Wealth Advisors (California)
California
$1.28M +$58.2K +639 +5%
CAG
504
Csenge Advisory Group
Florida
$1.27M +$72.3K +794 +6%
WANY
505
Wealthspire Advisors (New York)
New York
$1.27M +$97.2K +1,068 +9%
MAM
506
Mastrapasqua Asset Management
Tennessee
$1.26M +$88.9K +977 +8%
EF
507
Empirical Finance
Pennsylvania
$1.26M +$97.8K +1,074 +9%
AIP
508
ARS Investment Partners
New York
$1.25M -$365K -4,005 -23%
CFGS
509
Concourse Financial Group Securities
Alabama
$1.25M +$1.2M +13,142 New
IC
510
IEQ Capital
California
$1.25M +$98.6K +1,083 +9%
AAM
511
Advisors Asset Management
Colorado
$1.24M +$135K +1,481 +13%
BBVA
512
Banco Bilbao Vizcaya Argentaria
Spain
$1.24M +$160K +1,758 +16%
NAM
513
NTV Asset Management
West Virginia
$1.23M +$50.1K +550 +4%
KWM
514
Kingsview Wealth Management
Oregon
$1.23M +$60.1K +660 +5%
ADL
515
Asset Dedication LLC
California
$1.21M +$116K +1,272 +11%
AF
516
Allworth Financial
California
$1.2M +$75.3K +827 +7%
BL
517
Balentine LLC
Georgia
$1.2M -$284K -3,122 -20%
BB
518
Busey Bank
Illinois
$1.19M -$86.1K -946 -7%
SIC
519
Salem Investment Counselors
North Carolina
$1.19M +$17.3K +190 +2%
BJL
520
Brighton Jones LLC
Washington
$1.19M +$11.3K +124 +1%
NA
521
NewEdge Advisors
Louisiana
$1.18M -$143K -1,571 -3%
AFG
522
Albion Financial Group
Utah
$1.17M -$46.9K -515 -4%
EGM
523
Engineers Gate Manager
New York
$1.17M -$961K -10,556 -46%
CA
524
Claro Advisors
Massachusetts
$1.16M -$1.46K -16 -0.1%
CPSAC
525
Chas P. Smith & Associates (CPS)
Florida
$1.15M

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.