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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
DWM
651
Doyle Wealth Management
Florida
$670K +$14.2K +144 +2%
B
652
Bellecapital
Switzerland
$670K +$294K +2,973 +62%
SCF
653
Sante Capital Fund
Texas
$670K +$767K +7,754 New
TBA
654
Tower Bridge Advisors
Pennsylvania
$669K
CAI
655
Capital Advisors Inc
Oklahoma
$665K +$68.2K +690 +9%
CC
656
Chicago Capital
Illinois
$664K
PIA
657
Powell Investment Advisors
Florida
$663K
MGP
658
Metis Global Partners
California
$661K +$2.47K +25 +0.3%
Bessemer Group
659
Bessemer Group
New Jersey
$660K +$254K +2,571 +51%
SMC
660
Smith, Moore & Co
Missouri
$657K -$61.1K -618 -8%
PP
661
PDS Planning
Ohio
$654K +$989 +10 +0.1%
AIC
662
Archer Investment Corporation
Indiana
$653K
CA
663
Continuum Advisory
Idaho
$649K +$10.5K +106 +1%
MG
664
Mather Group
Illinois
$645K +$45.9K +464 +7%
EWM
665
Evercore Wealth Management
New York
$643K
NC
666
NovaPoint Capital
Georgia
$643K +$59K +597 +9%
HSA
667
HBK Sorce Advisory
Pennsylvania
$643K +$233K +2,361 +47%
GPA
668
Garrison Point Advisors
California
$642K
BCA
669
Bay Colony Advisors
Massachusetts
$638K -$157K -1,591 -18%
PMA
670
Prudent Man Advisors
Illinois
$637K +$35.9K +363 +5%
GWM
671
GSB Wealth Management
Connecticut
$635K -$28.3K -286 -4%
IAN
672
Integrated Advisors Network
Texas
$635K +$86.3K +873 +13%
JAG
673
Journey Advisory Group
Kentucky
$633K -$71.9K -727 -9%
LIA
674
LS Investment Advisors
Michigan
$622K +$494 +5 +0.1%
PWM
675
Perigon Wealth Management
California
$622K +$82.2K +831 +13%

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.