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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
GLLW
676
Graves Light Lenhart Wealth
Virginia
$613K +$3.02K +33 +0.5%
SAM
677
Seelaus Asset Management
New Jersey
$610K +$22.9K +250 +4%
WA
678
WBH Advisory
Maryland
$610K +$613K +6,699 New
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$609K +$113K +1,231 +23%
Lido Advisors
680
Lido Advisors
California
$608K +$110K +1,204 +22%
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$608K +$230K +2,512 +60%
YIH
682
Y-Intercept (HK)
Hong Kong
$605K +$608K +6,650 New
NFG
683
Nations Financial Group
Iowa
$604K +$89.6K +980 +17%
SSB
684
Sandy Spring Bank
Maryland
$602K -$25.8K -282 -4%
PPW
685
Parcion Private Wealth
Washington
$600K -$80.7K -882 -12%
CGL
686
Clarius Group LLC
Washington
$597K +$32.7K +357 +6%
PCA
687
Peddock Capital Advisors
Massachusetts
$596K +$51.5K +563 +9%
ISWM
688
Independent Solutions Wealth Management
New York
$592K -$7.68K -84 -1%
TTWM
689
TCV Trust & Wealth Management
Virginia
$590K +$69.1K +755 +13%
WPC
690
Waters Parkerson & Co
Louisiana
$589K
RCAG
691
Rehmann Capital Advisory Group
Michigan
$585K -$20.5K -224 -3%
CCM
692
Coldstream Capital Management
Washington
$582K +$31.9K +349 +6%
WG
693
Welch Group
Alabama
$580K +$1.1K +12 +0.2%
MCP
694
Mirador Capital Partners
California
$578K -$39.2K -429 -6%
PA
695
Parallel Advisors
California
$578K +$14.6K +160 +3%
SFI
696
Siemens Fonds Invest
Germany
$578K -$5.95K -65 -1%
WAM
697
Wolverine Asset Management
Illinois
$573K -$1.2M -13,084 -68%
PWW
698
Pettyjohn Wood & White
Virginia
$573K +$91 +1 +0%
CI
699
Cigna Investments
Connecticut
$569K -$10.4K -114 -2%
NRS
700
Neville Rodie & Shaw
New York
$568K

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.