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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
AP
751
Atwood & Palmer
Missouri
$500K
CK
752
Cohen Klingenstein
New York
$500K
SIA
753
Strategic Investment Advisors
Michigan
$497K +$65.3K +714 +15%
EH
754
Equitable Holdings
New York
$497K +$140K +1,531 +39%
MIP
755
Marietta Investment Partners
Wisconsin
$497K
EA
756
Ellsworth Advisors
Ohio
$497K +$129K +1,407 +35%
AWM
757
Aberdeen Wealth Management
Illinois
$494K
9WM
758
9258 Wealth Management
Ohio
$493K -$60.1K -657 -11%
FIA
759
Foundations Investment Advisors
Arizona
$493K +$111K +1,210 +29%
BIA
760
Barry Investment Advisors
Massachusetts
$492K +$4.57K +50 +0.9%
IIC
761
Ironwood Investment Counsel
Arizona
$491K +$13.4K +147 +3%
IAN
762
Integrated Advisors Network
Texas
$491K -$115K -1,255 -19%
SWA
763
Stratos Wealth Advisors
Ohio
$489K -$14.5K -159 -3%
BTI
764
Blue Trust Inc
Georgia
$488K -$24K -262 -5%
DP
765
Dearborn Partners
Illinois
$484K -$160K -1,744 -25%
SDAM
766
Shulman DeMeo Asset Management
New York
$483K +$1.19K +13 +0.2%
PFM
767
Parsec Financial Management
North Carolina
$480K +$152K +1,665 +46%
DT
768
Diversified Trust
Tennessee
$480K -$209K -2,280 -30%
GWP
769
Gateway Wealth Partners
Wisconsin
$479K +$11.6K +127 +2%
PPP
770
Private Portfolio Partners
New Jersey
$479K -$59.3K -648 -11%
LCM
771
Liberty Capital Management
Michigan
$475K
GIA
772
Gladstone Institutional Advisory
Florida
$474K -$86.3K -943 -15%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$472K -$6.86K -75 -1%
HBT
774
Heartland Bank & Trust
Illinois
$472K +$28.4K +310 +6%
HNWAG
775
High Net Worth Advisory Group
Florida
$470K +$82.8K +905 +21%

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.