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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
Luther King Capital Management (LKCM)
701
Luther King Capital Management (LKCM)
Texas
$567K +$2.01K +22 +0.4%
FMAEN1
702
Fund Management at Engine No 1
California
$567K +$52.5K +574 +10%
MWM
703
Meridian Wealth Management
Kentucky
$567K -$549 -6 -0.1%
RPC
704
Rossmore Private Capital
Connecticut
$565K -$6.95K -76 -1%
QCG
705
Quadrant Capital Group
Ohio
$560K +$8.87K +97 +2%
HI
706
Horizon Investments
North Carolina
$557K -$263K -2,878 -32%
ICG
707
InterOcean Capital Group
Tennessee
$557K
GRP
708
Global Retirement Partners
California
$556K +$17.1K +187 +3%
CFAM
709
Center For Asset Management
Florida
$556K +$215K +2,350 +63%
C
710
CEDRUS
Colorado
$555K +$16.5K +180 +3%
SYBT
711
Stock Yards Bank & Trust
Kentucky
$554K +$28.8K +315 +5%
IW
712
Imprint Wealth
South Carolina
$548K +$551K +6,024 New
ARG
713
Advisory Resource Group
Oklahoma
$548K +$183 +2 +0%
SIG
714
Stonegate Investment Group
Alabama
$546K -$128K -1,400 -19%
SIA
715
Schechter Investment Advisors
Michigan
$546K +$54.1K +591 +11%
CS
716
Comerica Securities
Michigan
$546K +$330K +3,608 +151%
ACM
717
Advisors Capital Management
New Jersey
$544K +$34.3K +375 +7%
JWS
718
Juncture Wealth Strategies
Arizona
$542K -$342K -3,744 -39%
BMCM
719
Burns Matteson Capital Management
New York
$539K +$542K +5,925 New
SM
720
STF Management
Texas
$535K +$222K +2,426 +70%
BHPW
721
Beverly Hills Private Wealth
California
$534K +$70.2K +767 +15%
CC
722
Centiva Capital
New York
$534K +$537K +5,871 New
AAS
723
Ameritas Advisory Services
Nebraska
$533K -$423K -4,626 -45%
SMG
724
Smart Money Group
Texas
$530K +$4.94K +54 +1%
VFA
725
Valeo Financial Advisors
Indiana
$529K +$210K +2,297 +65%

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.