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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
SIA
776
Schechter Investment Advisors
Michigan
$459K +$46.4K +468 +11%
B
777
Bellecapital
Switzerland
$458K -$10.9K -110 -2%
MMG
778
Monetary Management Group
Missouri
$458K
APP
779
Avantax Planning Partners
Iowa
$456K +$73.2K +739 +18%
GCM
780
Gables Capital Management
Florida
$455K
PCM
781
Parsons Capital Management
Rhode Island
$454K -$30.8K -311 -6%
HIA
782
Harbor Investment Advisory
Maryland
$452K -$32.7K -330 -7%
RAM
783
Roanoke Asset Management
New Jersey
$452K
BPFA
784
Barnes Pettey Financial Advisors
Mississippi
$447K
RWP
785
RWA Wealth Partners
Massachusetts
$447K +$213K +2,154 +86%
CT
786
Caldwell Trust
Florida
$446K
THWM
787
Taylor Hoffman Wealth Management
Virginia
$446K
QCG
788
Quadrant Capital Group
Ohio
$446K +$38K +383 +9%
MP
789
McDonald Partners
Ohio
$444K +$15.5K +156 +3%
QI
790
Qtron Investments
Massachusetts
$444K +$459K +4,631 New
FF
791
FourThought Financial
Florida
$443K +$694 +7 +0.2%
HCP
792
Hexagon Capital Partners
Arkansas
$443K +$6.24K +63 +1%
FBB
793
Fulton Breakefield Broenniman
Maryland
$443K +$457K +4,615 New
FWM
794
Finer Wealth Management
Massachusetts
$436K -$53.6K -541 -11%
ISWM
795
Independent Solutions Wealth Management
New York
$435K +$449K +4,531 New
FCM
796
Fourpath Capital Management
Oklahoma
$432K -$428K -4,317 -49%
QC
797
Quadrature Capital
United Kingdom
$426K -$1.05M -10,593 -70%
BA
798
Bridgewater Advisors
New York
$426K -$21.9K -221 -5%
TPWA
799
TRUE Private Wealth Advisors
Oregon
$424K
GHAM
800
Gilman Hill Asset Management
Connecticut
$423K +$62.1K +627 +17%

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.