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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
626
Doyle Wealth Management
Florida
$730K +$27.7K +279 +4%
WG
627
Welch Group
Alabama
$729K +$892 +9 +0.1%
PP
628
PDS Planning
Ohio
$725K -$2.97K -30 -0.4%
TL
629
Tradewinds LLC
North Carolina
$725K +$749K +7,560 New
AIC
630
Archer Investment Corporation
Indiana
$724K
EWM
631
Evercore Wealth Management
New York
$713K -$1.09K -11 -0.1%
GPA
632
Garrison Point Advisors
California
$713K
SFI
633
Siemens Fonds Invest
Germany
$712K +$2.77K +28 +0.4%
CA
634
Continuum Advisory
Idaho
$710K -$23.5K -237 -3%
Fidelity International
635
Fidelity International
Bermuda
$709K +$732K +7,385 New
HI
636
Harbour Investments
Wisconsin
$709K +$732K +7,387 New
IAA
637
Independent Advisor Alliance
North Carolina
$707K +$36.1K +364 +5%
ETC
638
Exchange Traded Concepts
Oklahoma
$704K +$61.7K +623 +9%
GVAG
639
Great Valley Advisor Group
Delaware
$704K +$315K +3,176 +76%
RCM
640
Raleigh Capital Management
North Carolina
$700K -$330K -3,329 -31%
SWA
641
Stratos Wealth Advisors
Ohio
$698K -$2.68K -27 -0.4%
CAI
642
Capital Advisors Inc
Oklahoma
$697K -$19.8K -200 -3%
PHK
643
Point72 Hong Kong
Hong Kong
$697K +$720K +7,263 New
LIA
644
LS Investment Advisors
Michigan
$690K +$595 +6 +0.1%
OIA
645
OneDigital Investment Advisors
Kansas
$687K -$7.04K -71 -1%
BFS
646
Bard Financial Services
Connecticut
$686K
BRWA
647
B. Riley Wealth Advisors
Florida
$685K -$204K -2,056 -22%
KA
648
Kovack Advisors
Florida
$685K -$99 -1 -0%
WA
649
WBH Advisory
Maryland
$685K +$198 +2 +0%
AWM
650
Altium Wealth Management
New York
$676K -$99 -1 -0%

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.