We are live on ! Find out more
AEP icon

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
PA
676
Procyon Advisors
Connecticut
$621K -$129K -1,309 -15%
WA
677
WBH Advisory
Maryland
$621K -$1.88K -19 -0.3%
BFS
678
Bard Financial Services
Connecticut
$619K
SFI
679
Siemens Fonds Invest
Germany
$611K -$34.3K -347 -5%
BO
680
Bank OZK
Arkansas
$611K +$8.7K +88 +1%
Fidelity International
681
Fidelity International
Bermuda
$606K -$36.6K -370 -5%
RCM
682
Raleigh Capital Management
North Carolina
$601K -$33.8K -342 -5%
FHB
683
First Hawaiian Bank
Hawaii
$601K +$214K +2,162 +45%
CF
684
Clarity Financial
Texas
$600K +$34.4K +348 +5%
ISWM
685
Independent Solutions Wealth Management
New York
$599K +$237K +2,400 +53%
GBT
686
Grove Bank & Trust
Florida
$598K +$1.58K +16 +0.2%
GVAG
687
Great Valley Advisor Group
Delaware
$595K -$44.6K -451 -6%
SXL
688
Summit X LLC
Missouri
$594K +$22K +223 +3%
KFGK
689
Keystone Financial Group (Kentucky)
Kentucky
$593K +$19.8K +200 +3%
TT
690
TI-Trust
Illinois
$591K
MCP
691
Mirador Capital Partners
California
$584K +$68.4K +692 +11%
ETC
692
Exchange Traded Concepts
Oklahoma
$583K -$58.1K -588 -8%
GLLW
693
Graves Light Lenhart Wealth
Virginia
$579K -$14.4K -146 -2%
SSB
694
Sandy Spring Bank
Maryland
$577K -$4.35K -44 -0.7%
SWA
695
Stratos Wealth Advisors
Ohio
$576K -$60.8K -615 -8%
SAM
696
Shell Asset Management
Netherlands
$575K -$160K -1,623 -20%
WG
697
Welch Group
Alabama
$571K -$98K -991 -13%
AAS
698
Ameritas Advisory Services
Nebraska
$571K +$47.3K +478 +8%
RPC
699
Rossmore Private Capital
Connecticut
$570K
S
700
SignatureFD
Georgia
$568K +$87.7K +887 +16%

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.