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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
Lido Advisors
726
Lido Advisors
California
$528K -$67.3K -679 -11%
AP
727
Atwood & Palmer
Missouri
$528K
CK
728
Cohen Klingenstein
New York
$528K
PJSIMP
729
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K -$8.42K -85 -2%
MIP
730
Marietta Investment Partners
Wisconsin
$524K -$5.95K -60 -1%
CAM
731
Centre Asset Management
New York
$523K -$7.63K -77 -1%
DWA
732
Douglass Winthrop Advisors
New York
$523K +$23.1K +233 +4%
AWM
733
Aberdeen Wealth Management
Illinois
$521K
SDAM
734
Shulman DeMeo Asset Management
New York
$519K +$3.47K +35 +0.7%
TAIM
735
TD Ameritrade Investment Management
Nebraska
$517K -$106K -1,067 -17%
HVIA
736
Hudson Valley Investment Advisors
New York
$513K +$31K +313 +6%
GSC
737
Ground Swell Capital
South Carolina
$509K +$526K +5,307 New
EWM
738
Empirical Wealth Management
Washington
$508K +$49.9K +503 +10%
9WM
739
9258 Wealth Management
Ohio
$508K +$60.5K +610 +13%
SIC
740
Sterling Investment Counsel
New York
$507K +$6.84K +69 +1%
TC
741
Titleist Capital
Texas
$506K -$14.5K -146 -3%
AMIM
742
Aull & Monroe Investment Management
Alabama
$505K
PPP
743
Private Portfolio Partners
New Jersey
$504K +$31.9K +322 +7%
RIA
744
Realta Investment Advisors
Delaware
$504K -$29.8K -301 -6%
CIA
745
Cohen Investment Advisors
New Hampshire
$501K -$4.36K -44 -0.8%
LCM
746
Liberty Capital Management
Michigan
$501K
FMAEN1
747
Fund Management at Engine No 1
California
$498K +$91.5K +923 +22%
EWA
748
EP Wealth Advisors
California
$498K +$515K +5,194 New
GWM
749
GDS Wealth Management
Texas
$496K
PCS
750
Personal CFO Solutions
New Jersey
$492K +$5.15K +52 +1%

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.