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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
SXL
676
Summit X LLC
Missouri
$635K -$20.3K -223 -3%
FA
677
FDx Advisors
Illinois
$634K +$183K +2,012 +43%
WA
678
Wealth Alliance
New York
$634K +$102K +1,119 +20%
RCAG
679
Rehmann Capital Advisory Group
Michigan
$632K +$11.7K +129 +2%
IAN
680
Integrated Advisors Network
Texas
$631K -$62.9K -691 -9%
PCIA
681
Prime Capital Investment Advisors
Kansas
$631K +$605K +6,641 New
ISWM
682
Independent Solutions Wealth Management
New York
$626K -$31.1K -342 -5%
EHC
683
Everett Harris & Co
California
$621K
FHB
684
First Hawaiian Bank
Hawaii
$617K -$41.4K -455 -7%
ETC
685
Exchange Traded Concepts
Oklahoma
$617K -$22.5K -247 -4%
WPC
686
Waters Parkerson & Co
Louisiana
$615K +$3K +33 +0.5%
CWM
687
Catalyst Wealth Management
Georgia
$615K +$590K +6,477 New
GWS
688
Glassman Wealth Services
Virginia
$610K +$266K +2,917 +83%
SFI
689
Siemens Fonds Invest
Germany
$609K -$60.1K -660 -9%
CI
690
Cigna Investments
Connecticut
$604K +$7.83K +86 +1%
WG
691
Welch Group
Alabama
$604K -$22.8K -250 -4%
SAM
692
Seelaus Asset Management
New Jersey
$603K
PWW
693
Pettyjohn Wood & White
Virginia
$597K +$182 +2 +0%
RPC
694
Rossmore Private Capital
Connecticut
$597K -$28.2K -310 -5%
NRS
695
Neville Rodie & Shaw
New York
$592K
MWM
696
Meridian Wealth Management
Kentucky
$592K +$20.6K +226 +4%
Luther King Capital Management (LKCM)
697
Luther King Capital Management (LKCM)
Texas
$590K
S
698
SignatureFD
Georgia
$589K -$33.7K -370 -6%
CGL
699
Clarius Group LLC
Washington
$589K +$6.19K +68 +1%
TI
700
Tidal Investments
Wisconsin
$589K +$23.4K +257 +4%

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.