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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
EP
626
Eudaimonia Partners
Tennessee
$756K -$46.9K -515 -6%
DW
627
Domani Wealth
Pennsylvania
$753K +$5.19K +57 +0.7%
NC
628
NovaPoint Capital
Georgia
$748K +$39.7K +436 +6%
SCA
629
Snowden Capital Advisors
New York
$742K -$16.9K -186 -2%
CTA
630
Chesley Taft & Associates
Illinois
$738K -$39.3K -432 -5%
AC
631
AXQ Capital
New Jersey
$738K +$708K +7,775 New
B
632
Bellecapital
Switzerland
$736K
AIC
633
Archer Investment Corporation
Indiana
$736K +$18.2K +200 +3%
TBA
634
Tower Bridge Advisors
Pennsylvania
$734K
Aviva
635
Aviva
United Kingdom
$730K -$11.7K -128 -2%
CC
636
Chicago Capital
Illinois
$730K
BCA
637
Bay Colony Advisors
Massachusetts
$725K +$23.5K +258 +3%
NICM
638
Neo Ivy Capital Management
New York
$724K +$482K +5,295 +227%
CA
639
Continuum Advisory
Idaho
$724K +$10K +110 +1%
GVAG
640
Great Valley Advisor Group
Delaware
$722K +$65.2K +716 +10%
DT
641
Diversified Trust
Tennessee
$718K +$341K +3,744 +98%
QI
642
Qtron Investments
Massachusetts
$717K +$266K +2,922 +63%
SSA
643
Schonfeld Strategic Advisors
New York
$712K -$45.4M -498,781 -99%
PMA
644
Prudent Man Advisors
Illinois
$712K +$11.7K +128 +2%
PPW
645
Parcion Private Wealth
Washington
$710K -$2.19M -24,053 -76%
PP
646
PDS Planning
Ohio
$709K -$8.92K -98 -1%
GPA
647
Garrison Point Advisors
California
$705K
SIG
648
Stonegate Investment Group
Alabama
$703K -$2.06M -22,671 -75%
SMC
649
Smith, Moore & Co
Missouri
$702K -$18.8K -206 -3%
FSA
650
Franklin Street Advisors
North Carolina
$702K -$54.4K -598 -7%

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.