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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
IA
576
IFP Advisors
Florida
$898K -$2.25M -24,624 -65%
FLI
577
Family Legacy Inc
South Carolina
$886K +$9.15K +100 +1%
NWM
578
Northcape Wealth Management
New York
$886K +$504K +5,514 +130%
MOS
579
MGO One Seven
Ohio
$883K +$118K +1,290 +15%
CAM
580
Columbia Asset Management
Michigan
$883K -$28.6K -313 -3%
CCC
581
Chelsea Counsel Company
California
$879K
HCM
582
Highview Capital Management
Illinois
$877K +$413K +4,511 +88%
SCA
583
Snowden Capital Advisors
New York
$876K +$166K +1,812 +23%
PHS
584
Pekin Hardy Strauss
Illinois
$875K
CPSAC
585
Chas P. Smith & Associates (CPS)
Florida
$869K -$233K -2,542 -21%
SCM
586
Schnieders Capital Management
California
$866K -$9.61K -105 -1%
OPW
587
Oxler Private Wealth
New York
$861K +$7.96K +87 +0.9%
PTC
588
Private Trust Company
Ohio
$859K +$58.6K +641 +7%
SBH
589
Segall Bryant & Hamill
Illinois
$858K -$37.4K -409 -4%
PA
590
Procyon Advisors
Connecticut
$854K +$199K +2,171 +30%
SC
591
Savant Capital
Illinois
$851K +$43.3K +473 +5%
GFA
592
Gallagher Fiduciary Advisors
Illinois
$849K +$853K +9,327 New
KIA
593
KCM Investment Advisors
California
$844K -$50.4K -551 -6%
TCA
594
Transcend Capital Advisors
New Jersey
$836K -$18.4K -201 -2%
WFM
595
Wolff Financial Management
Michigan
$830K
EA
596
Eudaimonia Advisors
Tennessee
$815K
Empower Advisory Group
597
Empower Advisory Group
Colorado
$814K +$819K +8,951 New
BSW
598
Buckingham Strategic Wealth
Missouri
$813K
CDH
599
Charles D. Hyman
$810K -$10.8K -118 -1%
CG
600
Colony Group
Massachusetts
$808K -$1.17M -12,826 -59%

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.