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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
701
Claraphi Advisory Network
United States
$557K -$119K -1,197 -17%
ACM
702
Advisors Capital Management
New Jersey
$557K -$8.23K -83 -1%
NRS
703
Neville Rodie & Shaw
New York
$556K
IGWM
704
ICA Group Wealth Management
Colorado
$555K
STC
705
Sarah T. Connolly
$555K
PWW
706
Pettyjohn Wood & White
Virginia
$555K +$10K +101 +2%
MWM
707
Mattern Wealth Management
Kansas
$554K
AIM
708
Anchor Investment Management
South Carolina
$554K
MYIA
709
Mount Yale Investment Advisors
Colorado
$553K -$13.5K -136 -2%
PIA
710
Pinion Investment Advisors
Kansas
$552K -$12.8K -129 -2%
SYBT
711
Stock Yards Bank & Trust
Kentucky
$548K +$107K +1,079 +23%
TI
712
Tidal Investments
Wisconsin
$547K -$420K -4,234 -43%
SF
713
Symphony Financial
Texas
$547K -$29.3K -296 -5%
IHL
714
Investment House LLC
California
$547K
DJSG
715
D.J. St. Germain
Massachusetts
$546K
S
716
SignatureFD
Georgia
$546K +$86.5K +873 +18%
VHAM
717
Van Hulzen Asset Management
California
$542K +$130K +1,316 +30%
CI
718
Conning Inc
Connecticut
$540K -$1.49K -15 -0.3%
SMG
719
Smart Money Group
Texas
$537K +$4.36K +44 +0.8%
CA
720
CoreCap Advisors
Michigan
$535K -$56.2K -567 -9%
TCOT
721
Trust Company of Toledo
Ohio
$534K -$2.48K -25 -0.4%
FFN
722
Focus Financial Network
Minnesota
$531K +$34.1K +344 +7%
SSA
723
South Street Advisors
New York
$530K
RIL
724
Rothschild Investment LLC
Illinois
$529K
CCM
725
Coldstream Capital Management
Washington
$529K +$45.6K +460 +9%

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.