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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
HR
651
Howe & Rusling
New York
$671K +$674K +7,369 New
MA
652
Mutual Advisors
Nebraska
$670K +$139K +1,522 +26%
PWM
653
Perigon Wealth Management
California
$670K -$2.01K -22 -0.3%
S
654
SignatureFD
Georgia
$670K +$106K +1,155 +19%
PMA
655
Prudent Man Advisors
Illinois
$669K -$13.3K -145 -2%
CL
656
Choreo LLC
Illinois
$662K +$469K +5,127 +239%
MG
657
Mather Group
Illinois
$661K +$1.83K +20 +0.3%
GVAG
658
Great Valley Advisor Group
Delaware
$656K -$35.5K -388 -5%
SXL
659
Summit X LLC
Missouri
$654K +$52K +568 +9%
MC
660
Machina Capital
France
$651K +$326K +3,561 +99%
BFS
661
Bard Financial Services
Connecticut
$651K
SC
662
SouthState Corp
Florida
$647K +$7.78K +85 +1%
MA
663
MJP Associates
Connecticut
$645K +$33.6K +367 +5%
TAM
664
Titleist Asset Management
Texas
$644K +$648K +7,082 New
ETC
665
Exchange Traded Concepts
Oklahoma
$644K +$52.7K +576 +9%
SG
666
StoneX Group
New York
$636K +$154K +1,687 +32%
FA
667
FDx Advisors
Illinois
$634K
BO
668
Bank OZK
Arkansas
$634K -$8.87K -97 -1%
PIA
669
Powell Investment Advisors
Florida
$634K
ACA
670
Aptus Capital Advisors
Alabama
$632K +$287K +3,137 +82%
TI
671
Tidal Investments
Wisconsin
$626K +$61.4K +671 +11%
IMCOOI
672
Investment Management Corp of Ontario (IMCO)
Canada
$623K
Bessemer Group
673
Bessemer Group
New Jersey
$623K +$133K +1,449 +27%
TT
674
TI-Trust
Illinois
$622K
CCA
675
Checchi Capital Advisers
California
$622K +$2.47K +27 +0.4%

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.