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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
HCA
551
Harbor Capital Advisors
Illinois
$976K +$981K +10,724 New
OIA
552
OneDigital Investment Advisors
Kansas
$970K +$52.6K +575 +6%
GWMI
553
Guardian Wealth Management (Illinois)
Illinois
$964K -$30.7K -336 -3%
AWM
554
Apollon Wealth Management
South Carolina
$964K +$39.4K +431 +4%
GI
555
GAMCO Investors
Connecticut
$946K
TCOT
556
Trust Company of Toledo
Ohio
$946K +$383K +4,184 +67%
GWM
557
Geneos Wealth Management
Colorado
$938K -$7.96K -87 -0.8%
PAM
558
Paradigm Asset Management
New York
$928K
VAS
559
Vestmark Advisory Solutions
Massachusetts
$927K +$61.6K +673 +7%
BCV
560
Banque Cantonale Vaudoise
Switzerland
$927K -$9.97K -109 -1%
NC
561
NovaPoint Capital
Georgia
$925K +$210K +2,294 +29%
GFP
562
Gryphon Financial Partners
Ohio
$924K +$274 +3 +0%
ATPW
563
Ashton Thomas Private Wealth
Arizona
$921K +$926K +10,124 New
CAC
564
Certified Advisory Corp
Florida
$921K -$32.9K -360 -3%
RCM
565
Radnor Capital Management
Pennsylvania
$915K
CWM
566
C2C Wealth Management
Arizona
$915K
WA
567
Wealth Alliance
New York
$914K +$308K +3,365 +50%
HSA
568
HBK Sorce Advisory
Pennsylvania
$911K -$464K -5,073 -34%
AAM
569
AR Asset Management
California
$910K
SACTSONJ
570
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$910K
RWA
571
Ropes Wealth Advisors
Massachusetts
$908K +$25.4K +278 +3%
HPC
572
HM Payson & Co
Maine
$908K -$823 -9 -0.1%
AIA
573
Affinity Investment Advisors
California
$907K -$549K -6,006 -38%
WC
574
Whitney & Co
New York
$905K
FHA
575
Flagship Harbor Advisors
Massachusetts
$900K +$45.2K +494 +5%

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.