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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
EA
601
Eudaimonia Advisors
Tennessee
$850K +$91.5K +1,005 +13%
SC
602
Savant Capital
Illinois
$844K +$37.8K +415 +5%
NL
603
Navalign LLC
California
$836K -$12K -132 -1%
PTC
604
Private Trust Company
Ohio
$835K -$44K -483 -5%
DCM
605
Donaldson Capital Management
Indiana
$827K
OFG
606
Oxford Financial Group
Indiana
$827K +$20.9K +230 +3%
NP
607
Ninepoint Partners
Ontario, Canada
$822K
WIM
608
WealthPlan Investment Management
Nebraska
$821K +$5.1K +56 +0.6%
AA
609
Ancora Advisors
Ohio
$818K -$4.64K -51 -0.6%
WP
610
WealthPLAN Partners
Nebraska
$816K +$821K +9,017 New
GAG
611
GM Advisory Group
New York
$813K
BSW
612
Buckingham Strategic Wealth
Missouri
$813K -$28.4K -312 -4%
IRC
613
Investors Research Corp
Georgia
$812K -$9.1K -100 -1%
MCC
614
Money Concepts Capital
Florida
$803K +$603K +6,620 +360%
PI
615
PEAK6 Investments
Illinois
$802K +$333K +3,657 +76%
CAG
616
Crestwood Advisors Group
Massachusetts
$800K -$4.28K -47 -0.6%
MOS
617
MGO One Seven
Ohio
$799K -$137K -1,510 -15%
IAIM
618
International Assets Investment Management
Florida
$785K +$523K +5,742 +228%
CAI
619
Capital Advisors Inc
Oklahoma
$779K +$22.1K +243 +3%
TC
620
Toews Corporation
New Jersey
$779K -$300K -3,300 -29%
SI
621
Shaker Investments
Ohio
$778K +$11.4K +125 +2%
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$771K -$22K -242 -3%
PSP
623
Principal Street Partners
Tennessee
$768K -$1K -11 -0.1%
JGUA
624
John G. Ullman & Associates
New York
$761K +$2.82K +31 +0.4%
SAM
625
Strategy Asset Managers
California
$758K +$819 +9 +0.1%

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.