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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
CAM
776
Centre Asset Management
New York
$470K -$14.1K -154 -3%
DI
777
DAGCO Inc
Ohio
$467K +$457 +5 +0.1%
KA
778
Kovack Advisors
Florida
$465K -$8.05K -88 -2%
GWM
779
GDS Wealth Management
Texas
$461K -$9.97K -109 -2%
KTC
780
Kistler-Tiffany Companies
Pennsylvania
$459K +$164K +1,788 +55%
DWA
781
Douglass Winthrop Advisors
New York
$457K -$18.3K -200 -4%
MYLI
782
Meiji Yasuda Life Insurance
Japan
$455K +$457K +4,999 New
SCM
783
Stevens Capital Management
Pennsylvania
$454K +$457K +4,991 New
FFN
784
Focus Financial Network
Minnesota
$453K -$3.48K -38 -0.8%
MM
785
MQS Management
New York
$453K +$180K +1,973 +66%
IWM
786
IHT Wealth Management
Illinois
$451K +$366 +4 +0.1%
GI
787
Gradient Investments
Minnesota
$450K -$21.9K -239 -5%
DAS
788
Dynamic Advisor Solutions
Arizona
$449K +$54.4K +595 +14%
CA
789
Cullinan Associates
Kentucky
$449K
SP
790
Symmetry Partners
Connecticut
$448K -$520K -5,680 -54%
WSTAM
791
Wilbanks Smith & Thomas Asset Management
Virginia
$447K +$76.5K +836 +21%
TCMP
792
Thrive Capital Management (Pennsylvania)
Pennsylvania
$447K +$149K +1,624 +49%
CCA
793
Cobblestone Capital Advisors
New York
$447K
SIC
794
Sterling Investment Counsel
New York
$445K -$47.1K -515 -10%
BAM
795
Belpointe Asset Management
Nevada
$444K +$45.6K +498 +11%
RIA
796
Realta Investment Advisors
Delaware
$441K -$29.2K -319 -6%
AAM
797
Aureus Asset Management
Massachusetts
$440K +$19.1K +209 +5%
MFG
798
Merit Financial Group
Georgia
$439K +$34.6K +378 +8%
OAM
799
Ostrum Asset Management
France
$438K +$440K +4,815 New
ITIM
800
Indiana Trust & Investment Management
Indiana
$437K -$24.2K -265 -5%

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.