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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
PCA
651
Personal Capital Advisors
California
$701K +$673K +7,388 New
PWM
652
Perigon Wealth Management
California
$701K +$17.7K +194 +3%
LSA
653
Leonteq Securities AG
Switzerland
$701K +$413K +4,538 +159%
GWM
654
GSB Wealth Management
Connecticut
$698K +$1.27K +14 +0.2%
MG
655
Mather Group
Illinois
$687K -$20.2K -222 -3%
PA
656
Procyon Advisors
Connecticut
$685K +$3.55K +39 +0.5%
Jane Street
657
Jane Street
New York
$685K -$39.7M -435,975 -98%
LIA
658
LS Investment Advisors
Michigan
$684K +$546 +6 +0.1%
CF
659
Clarity Financial
Texas
$683K +$22.4K +246 +4%
BFS
660
Bard Financial Services
Connecticut
$679K
DP
661
Dearborn Partners
Illinois
$671K -$203K -2,231 -24%
BO
662
Bank OZK
Arkansas
$670K
SC
663
SouthState Corp
Florida
$667K +$52.3K +575 +9%
CT
664
Colonial Trust
South Carolina
$663K +$384K +4,220 +153%
PIA
665
Powell Investment Advisors
Florida
$661K -$63.8K -701 -9%
SSB
666
Sandy Spring Bank
Maryland
$655K +$20.1K +221 +3%
IMCOOI
667
Investment Management Corp of Ontario (IMCO)
Canada
$650K +$623K +6,847 New
TT
668
TI-Trust
Illinois
$649K
KFGK
669
Keystone Financial Group (Kentucky)
Kentucky
$649K -$2.73K -30 -0.4%
CCA
670
Checchi Capital Advisers
California
$647K -$144K -1,577 -19%
PFS
671
Prospera Financial Services
Texas
$646K +$110K +1,207 +22%
MCP
672
Mirador Capital Partners
California
$644K +$2.64K +29 +0.4%
MA
673
MJP Associates
Connecticut
$638K +$123K +1,349 +25%
GLLW
674
Graves Light Lenhart Wealth
Virginia
$636K -$91 -1 -0%
HH
675
Hilltop Holdings
Texas
$636K -$105K -1,156 -15%

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.