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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
PA
701
Parallel Advisors
California
$588K +$7.1K +78 +1%
GIA
702
Gladstone Institutional Advisory
Florida
$584K +$160K +1,759 +40%
ICG
703
InterOcean Capital Group
Tennessee
$581K
WG
704
Winton Group
United Kingdom
$578K -$1.5M -16,463 -73%
9WM
705
9258 Wealth Management
Ohio
$577K +$11.1K +122 +2%
QCG
706
Quadrant Capital Group
Ohio
$575K +$15.9K +175 +3%
CCM
707
Coldstream Capital Management
Washington
$575K +$551K +6,052 New
ARG
708
Advisory Resource Group
Oklahoma
$571K +$91 +1 +0%
KFA
709
Krane Funds Advisors
New York
$570K +$546K +6,002 New
PCA
710
Peddock Capital Advisors
Massachusetts
$568K +$545K +5,982 New
BOH
711
Bank of Hawaii
Hawaii
$568K -$19K -209 -3%
GRP
712
Global Retirement Partners
California
$564K +$287K +3,149 +113%
C
713
CEDRUS
Colorado
$562K +$135K +1,481 +33%
PPP
714
Private Portfolio Partners
New Jersey
$561K -$43.4K -477 -7%
CNBTD
715
Citizens National Bank Trust Department
Mississippi
$560K -$46.4K -510 -8%
EFM
716
E Fund Management
China
$557K -$27K -297 -5%
BPC
717
Banque Pictet & Cie
Switzerland
$557K -$13.6K -149 -2%
MA
718
Mutual Advisors
Nebraska
$555K +$46.9K +515 +10%
GBT
719
Grove Bank & Trust
Florida
$554K -$99K -1,087 -16%
HIA
720
Harbor Investment Advisory
Maryland
$551K +$23.6K +259 +5%
SYBT
721
Stock Yards Bank & Trust
Kentucky
$550K +$7.1K +78 +1%
STC
722
Sarah T. Connolly
$549K
CA
723
Clearstead Advisors
Ohio
$549K +$19.3K +212 +4%
MWM
724
Mattern Wealth Management
Kansas
$549K
AIM
725
Anchor Investment Management
South Carolina
$548K

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.