We are live on ! Find out more
AEP icon

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
CFGS
501
Concourse Financial Group Securities
Alabama
$1.31M +$117K +1,283 +10%
AF
502
Allworth Financial
California
$1.31M +$157K +1,719 +14%
EF
503
Empirical Finance
Pennsylvania
$1.28M +$70.4K +770 +6%
RPSA
504
Richard P. Slaughter Associates
Texas
$1.28M +$41K +448 +3%
VCA
505
Verdence Capital Advisors
Maryland
$1.27M +$285K +3,121 +29%
IFU
506
iSAM Funds (UK)
United Kingdom
$1.27M +$1.28M +13,965 New
AAM
507
Advisors Asset Management
Colorado
$1.27M +$80.9K +884 +7%
HW
508
Hancock Whitney
Mississippi
$1.27M -$2.65K -29 -0.2%
SFG
509
Summit Financial Group
West Virginia
$1.26M -$11.8K -129 -0.9%
SW
510
SVB Wealth
Massachusetts
$1.26M +$5.58K +61 +0.4%
SI
511
Stephens Inc
Arkansas
$1.25M +$241K +2,634 +24%
JGCM
512
Joseph Group Capital Management
Ohio
$1.25M +$283K +3,090 +29%
ADL
513
Asset Dedication LLC
California
$1.24M +$89.6K +980 +8%
SWM
514
SeaCrest Wealth Management
New York
$1.24M -$8.23K -90 -0.7%
CAG
515
Csenge Advisory Group
Florida
$1.24M +$20.9K +229 +2%
MAM
516
Mastrapasqua Asset Management
Tennessee
$1.23M +$18.8K +206 +2%
I
517
InceptionR
California
$1.22M +$1.23M +13,426 New
Voloridge Investment Management
518
Voloridge Investment Management
Florida
$1.21M +$1.22M +13,285 New
AIP
519
ARS Investment Partners
New York
$1.21M +$9.61K +105 +0.8%
NAM
520
NTV Asset Management
West Virginia
$1.18M
WANY
521
Wealthspire Advisors (New York)
New York
$1.17M -$46.3K -506 -4%
EFMC
522
Empire Financial Management Company
New York
$1.16M +$1.17M +12,793 New
KWM
523
Kingsview Wealth Management
Oregon
$1.16M -$25.1K -274 -2%
HF
524
HRT Financial
New York
$1.15M +$1.16M +12,690 New
CC
525
Constitution Capital
Connecticut
$1.15M +$156K +1,700 +16%

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.