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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
601
Flagship Harbor Advisors
Massachusetts
$807K -$7.61K -77 -0.8%
DP
602
Dearborn Partners
Illinois
$803K +$54.7K +553 +6%
PTC
603
Private Trust Company
Ohio
$802K -$45K -455 -5%
TFA
604
Trinity Financial Advisors
Ohio
$801K +$916K +9,269 New
GG
605
Gofen & Glossberg
Illinois
$799K
TCM
606
Twin Capital Management
Pennsylvania
$789K -$7.51K -76 -0.8%
WFM
607
Wolff Financial Management
Michigan
$788K
BAMF
608
BI Asset Management Fondsmaeglerselskab
Denmark
$788K +$633K +6,403 +236%
CDH
609
Charles D. Hyman
$780K
FFA
610
Founders Financial Alliance
North Carolina
$777K +$66.8K +676 +8%
HCM
611
Highview Capital Management
Illinois
$774K +$885K +8,948 New
NL
612
Navalign LLC
California
$773K +$6.62K +67 +0.8%
FWCM
613
Ferguson Wellman Capital Management
Oregon
$768K +$2.67K +27 +0.3%
BSW
614
Buckingham Strategic Wealth
Missouri
$767K -$54.5K -551 -6%
DCM
615
Donaldson Capital Management
Indiana
$753K -$8.21K -83 -0.9%
OPS
616
Orion Portfolio Solutions
Nebraska
$753K +$533K +5,389 +162%
AA
617
Ancora Advisors
Ohio
$749K -$494 -5 -0.1%
IRC
618
Investors Research Corp
Georgia
$748K -$12.4K -125 -1%
NP
619
Ninepoint Partners
Ontario, Canada
$748K
IFG
620
Independent Financial Group
California
$746K +$9.98K +101 +1%
JGCM
621
Joseph Group Capital Management
Ohio
$745K +$70.6K +714 +9%
FLI
622
Family Legacy Inc
South Carolina
$742K +$22.2K +225 +3%
GAG
623
GM Advisory Group
New York
$741K
EP
624
Eudaimonia Partners
Tennessee
$733K -$142K -1,437 -14%
OFG
625
Oxford Financial Group
Indiana
$733K -$4.15K -42 -0.5%

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.