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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
BJL
526
Brighton Jones LLC
Washington
$1.14M +$7.41K +81 +0.6%
SIC
527
Salem Investment Counselors
North Carolina
$1.14M +$1.74K +19 +0.2%
CA
528
Claro Advisors
Massachusetts
$1.13M +$11.8K +129 +1%
FTDI
529
First Trust Direct Indexing
Massachusetts
$1.11M +$41.4K +453 +4%
AFG
530
Albion Financial Group
Utah
$1.11M -$19.7K -215 -2%
MSA
531
Marino Stram & Associates
Massachusetts
$1.09M +$10.9K +119 +1%
FRM
532
Fox Run Management
Connecticut
$1.09M +$1.09M +11,949 New
BB
533
Busey Bank
Illinois
$1.08M -$64.2K -702 -6%
SF
534
Summit Financial
New Jersey
$1.07M +$26.3K +287 +2%
LFAS
535
Level Four Advisory Services
Texas
$1.07M +$86.7K +948 +9%
USAA
536
United Services Automobile Association
Texas
$1.07M -$476K -5,208 -31%
SLI
537
Sumitomo Life Insurance
Japan
$1.05M -$11K -120 -1%
AP
538
Americana Partners
Texas
$1.05M +$12K +131 +1%
PRC
539
Pearl River Capital
Michigan
$1.04M +$1.05M +11,482 New
IIM
540
InTrack Investment Management
Vermont
$1.04M +$103K +1,130 +11%
CB
541
Cadence Bank
Mississippi
$1.01M +$80.1K +876 +9%
BBL
542
Beck Bode LLC
Massachusetts
$1.01M -$8.87K -97 -0.9%
GI
543
GS Investments
Minnesota
$1.01M
BCP
544
Blue Chip Partners
Michigan
$1.01M -$823 -9 -0.1%
BAMF
545
BI Asset Management Fondsmaeglerselskab
Denmark
$1M -$459K -5,022 -31%
MA
546
MKT Advisors
California
$996K -$26.3K -287 -3%
CI Investments Inc
547
CI Investments Inc
Ontario, Canada
$993K -$28.7M -314,114 -97%
KI
548
Kula Investments
Illinois
$990K +$676K +7,393 +212%
PMEF
549
Point72 Middle East FZE
United Arab Emirates
$979K +$984K +10,757 New
DA
550
Duality Advisers
Florida
$978K +$522K +5,702 +113%

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.