We are live on ! Find out more
AEP icon

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
JIP
726
Jaffetilchin Investment Partners
Florida
$528K +$9.97K +109 +2%
STC
727
Sarah T. Connolly
$526K
WIM
728
WealthPlan Investment Management
Nebraska
$524K -$298K -3,258 -36%
KFA
729
Krane Funds Advisors
New York
$523K -$41.9K -458 -8%
AIM
730
Anchor Investment Management
South Carolina
$523K -$2.74K -30 -0.5%
IHL
731
Investment House LLC
California
$522K +$12.2K +133 +2%
FAIM
732
Financial Advocates Investment Management
Washington
$521K +$72.3K +790 +16%
PL
733
Perpetual Ltd
Australia
$521K +$524K +5,727 New
HH
734
Hilltop Holdings
Texas
$520K -$90.1K -985 -15%
CTA
735
Chesley Taft & Associates
Illinois
$519K -$189K -2,067 -27%
HIA
736
Harbor Investment Advisory
Maryland
$519K -$8.6K -94 -2%
LSA
737
Leonteq Securities AG
Switzerland
$517K -$156K -1,710 -23%
CIA
738
Cohen Investment Advisors
New Hampshire
$516K +$17.7K +194 +4%
BOH
739
Bank of Hawaii
Hawaii
$516K -$28.1K -307 -5%
CNBTD
740
Citizens National Bank Trust Department
Mississippi
$515K -$22K -240 -4%
WI
741
WrapManager Inc
California
$514K +$225K +2,462 +77%
CPIA
742
Cornell Pochily Investment Advisors
New York
$513K +$915 +10 +0.2%
CA
743
Clearstead Advisors
Ohio
$510K -$15.9K -174 -3%
EWM
744
Evercore Wealth Management
New York
$508K +$8.42K +92 +2%
FCI
745
Financial Counselors Inc
Kansas
$507K +$42.5K +465 +9%
MWM
746
Mattern Wealth Management
Kansas
$505K -$20.4K -223 -4%
EFM
747
E Fund Management
China
$504K -$30.2K -330 -6%
RIL
748
Rothschild Investment LLC
Illinois
$503K +$457 +5 +0.1%
SFS
749
Summit Financial Strategies
Ohio
$503K +$275K +3,001 +119%
BCM
750
Birmingham Capital Management
Alabama
$502K

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.