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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
KIA
576
KCM Investment Advisors
California
$933K +$273 +3 +0%
RWA
577
Ropes Wealth Advisors
Massachusetts
$922K +$16.8K +184 +2%
JWS
578
Juncture Wealth Strategies
Arizona
$921K +$20.7K +227 +2%
AWM
579
Aevitas Wealth Management
Massachusetts
$919K +$2.82K +31 +0.3%
CCC
580
Chelsea Counsel Company
California
$917K
FB
581
Fulton Bank
Pennsylvania
$915K -$86.8K -954 -9%
SCM
582
Schnieders Capital Management
California
$914K -$409K -4,496 -32%
PHS
583
Pekin Hardy Strauss
Illinois
$913K
VAS
584
Vestmark Advisory Solutions
Massachusetts
$904K +$112K +1,235 +15%
F
585
F3Logic
Minnesota
$895K -$62.8K -690 -7%
GBS
586
Gallagher Benefit Services
Illinois
$895K +$857K +9,416 New
CWM
587
C2C Wealth Management
Arizona
$894K
FHA
588
Flagship Harbor Advisors
Massachusetts
$892K +$5.92K +65 +0.7%
TCA
589
Transcend Capital Advisors
New Jersey
$892K -$111K -1,223 -12%
FLI
590
Family Legacy Inc
South Carolina
$890K +$96.3K +1,058 +12%
OPW
591
Oxler Private Wealth
New York
$890K +$853K +9,376 New
HI
592
Harbour Investments
Wisconsin
$877K +$169K +1,855 +25%
GG
593
Gofen & Glossberg
Illinois
$877K
TCM
594
Twin Capital Management
Pennsylvania
$866K
WFM
595
Wolff Financial Management
Michigan
$866K
GMA
596
Glassy Mountain Advisors
Maryland
$861K +$826K +9,071 New
AAG
597
Armstrong Advisory Group
Massachusetts
$857K +$822K +9,027 New
CDH
598
Charles D. Hyman
$857K
FFA
599
Founders Financial Alliance
North Carolina
$856K +$2.55K +28 +0.3%
HI
600
Horizon Investments
North Carolina
$852K -$319K -3,508 -28%

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.