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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
BL
626
Balentine LLC
Georgia
$731K -$418K -4,567 -36%
JGUA
627
John G. Ullman & Associates
New York
$726K -$2.84K -31 -0.4%
DW
628
Domani Wealth
Pennsylvania
$722K
QCM
629
Qsemble Capital Management
New York
$719K +$723K +7,900 New
MS
630
Maven Securities
Jersey
$718K -$940K -10,272 -57%
FFA
631
Founders Financial Alliance
North Carolina
$714K -$107K -1,174 -13%
CA
632
Continuum Advisory
Idaho
$712K +$18.3K +200 +3%
PP
633
PDS Planning
Ohio
$710K +$30.9K +338 +5%
FCM
634
Fourpath Capital Management
Oklahoma
$709K +$277K +3,023 +63%
PSP
635
Principal Street Partners
Tennessee
$708K -$28K -306 -4%
CT
636
Colonial Trust
South Carolina
$707K +$72K +787 +11%
B
637
Bellecapital
Switzerland
$705K
TBA
638
Tower Bridge Advisors
Pennsylvania
$704K
CAG
639
Crestwood Advisors Group
Massachusetts
$703K -$64.6K -706 -8%
Aviva
640
Aviva
United Kingdom
$700K
CC
641
Chicago Capital
Illinois
$699K
CAI
642
Capital Advisors Inc
Oklahoma
$693K -$53.3K -583 -7%
AIC
643
Archer Investment Corporation
Indiana
$691K
SMC
644
Smith, Moore & Co
Missouri
$689K +$15.7K +172 +2%
PFS
645
Prospera Financial Services
Texas
$687K +$67.5K +738 +11%
QI
646
Qtron Investments
Massachusetts
$687K
CW
647
CreativeOne Wealth
Kansas
$685K +$205K +2,244 +43%
GPA
648
Garrison Point Advisors
California
$676K
FSA
649
Franklin Street Advisors
North Carolina
$672K
FIM
650
Freedom Investment Management
Connecticut
$672K +$167K +1,828 +33%

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.