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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
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$97.8M +$1.8M +19,772 +2%
Truist Financial
52
Truist Financial
North Carolina
$97.5M +$3.19M +34,989 +4%
SO
53
STRS Ohio
Ohio
$96.2M -$1.06M -11,670 -1%
Barclays
54
Barclays
United Kingdom
$93.9M +$25.5M +280,243 +40%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$92.2M -$86.4M -949,091 -49%
RJA
56
Raymond James & Associates
Florida
$91M +$17.8M +195,778 +26%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$88.2M +$2.99M +32,800 +4%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86M +$10.3M +113,660 +14%
Chevy Chase Trust
59
Chevy Chase Trust
Maryland
$84.8M -$9.3M -102,196 -10%
National Pension Service
60
National Pension Service
South Korea
$83.9M +$3.05M +33,533 +4%
JIC
61
Johnson Investment Counsel
Ohio
$83.4M +$23.6M +259,033 +42%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.7M -$967K -10,624 -1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$79.6M +$866K +9,514 +1%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$75.8M -$14.5M -159,405 -17%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$75.7M -$6.89M -75,720 -9%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$75.7M -$507K -5,572 -0.7%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$75.3M +$7.48M +82,190 +12%
ClearBridge Investments
68
ClearBridge Investments
New York
$74M -$167K -1,839 -0.2%
GF
69
Gabelli Funds
New York
$70.6M -$319K -3,500 -0.5%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$69.9M -$576K -6,327 -0.9%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$69.7M +$52.1M +571,844 +352%
WHRC
72
W.H. Reaves & Co
New Jersey
$68.7M +$62.4M +685,766 +1,837%
Citigroup
73
Citigroup
New York
$68.3M +$5.91M +64,870 +10%
M&T Bank
74
M&T Bank
New York
$67.6M +$45.7K +502 +0.1%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$66.5M -$209M -2,293,354 -77%

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.