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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
EP
551
Edgestream Partners
New Jersey
$1.01M +$970K +10,658 New
MGP
552
Metis Global Partners
California
$1.01M +$274K +3,015 +39%
JGCM
553
Joseph Group Capital Management
Ohio
$1.01M +$183K +2,011 +23%
SP
554
Symmetry Partners
Connecticut
$1.01M +$517K +5,680 +115%
CAC
555
Certified Advisory Corp
Florida
$995K +$22.8K +250 +2%
RCM
556
Raleigh Capital Management
North Carolina
$991K +$318K +3,489 +50%
RCM
557
Radnor Capital Management
Pennsylvania
$991K
GI
558
GAMCO Investors
Connecticut
$987K
GWM
559
Geneos Wealth Management
Colorado
$987K -$34.7K -381 -4%
AAS
560
Ameritas Advisory Services
Nebraska
$985K +$343K +3,769 +57%
IIM
561
InTrack Investment Management
Vermont
$981K +$73.4K +806 +8%
BCV
562
Banque Cantonale Vaudoise
Switzerland
$977K -$794K -8,725 -46%
CB
563
Cadence Bank
Mississippi
$972K -$53.1K -583 -5%
PAM
564
Paradigm Asset Management
New York
$968K +$200K +2,200 +28%
GJIC
565
Gamble Jones Investment Counsel
California
$966K
AWM
566
Apollon Wealth Management
South Carolina
$965K -$109K -1,193 -11%
GFP
567
Gryphon Financial Partners
Ohio
$964K +$7.55K +83 +0.8%
OIA
568
OneDigital Investment Advisors
Kansas
$957K +$37K +406 +4%
CAM
569
Columbia Asset Management
Michigan
$951K +$13.8K +152 +2%
AAM
570
AR Asset Management
California
$950K
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$950K
HPC
572
HM Payson & Co
Maine
$948K -$11K -121 -1%
IFG
573
Independent Financial Group
California
$945K +$121K +1,324 +15%
WC
574
Whitney & Co
New York
$945K -$9.1K -100 -1%
SBH
575
Segall Bryant & Hamill
Illinois
$934K +$4.55K +50 +0.5%

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.