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American Electric Power

1,386 hedge funds and large institutions have $37B invested in American Electric Power in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 555 increasing their positions, 417 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $270M | Put options by funds: $138M

90% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 90

33% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 417

12% more capital invested

Capital invested by funds: $33.1B → $37B (+$3.94B)

4% more funds holding

Funds holding: 1,3361,386 (+50)

0.89% more ownership

Funds ownership: 74.75%75.64% (+0.89%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,386
Holders Change
+50
Holders Change %
+3.74%
% of All Funds
22.28%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
171
Increased
555
Reduced
417
Closed
90
Calls
$270M
Puts
$138M
Net Calls
+$131M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
801
Chicago Trust
Illinois
$441K +$81.5K +895 +24%
FFP
802
FourThought Financial Partners
Florida
$440K +$422K +4,635 New
AAM
803
Aureus Asset Management
Massachusetts
$439K -$17.8K -195 -4%
FBB
804
Fulton Breakefield Broenniman
Maryland
$438K
GCM
805
Gables Capital Management
Florida
$434K -$11.4K -125 -3%
FWM
806
Finer Wealth Management
Massachusetts
$431K -$910 -10 -0.2%
EWM
807
Empirical Wealth Management
Washington
$429K -$47.4K -521 -10%
S
808
Seeyond
France
$427K -$2.57M -28,236 -86%
NAM
809
NorthCrest Asset Manangement
Minnesota
$425K -$1.33M -14,656 -77%
CIC
810
Carnegie Investment Counsel
Ohio
$422K +$14.8K +163 +4%
MFG
811
Merit Financial Group
Georgia
$422K +$405K +4,448 New
UAS
812
United Asset Strategies
New York
$422K +$75.8K +833 +23%
PJSIMP
813
P.J. Schmidt Investment Management (PJS)
Wisconsin
$421K -$27.3K -300 -6%
RWP
814
RWA Wealth Partners
Massachusetts
$418K -$104K -1,141 -21%
PCS
815
Personal CFO Solutions
New Jersey
$418K +$25.5K +280 +7%
SF
816
Symphony Financial
Texas
$417K -$155K -1,699 -28%
BAM
817
Belpointe Asset Management
Nevada
$417K -$126K -1,389 -24%
WF
818
Welch & Forbes
Massachusetts
$414K +$5.37K +59 +1%
PIA
819
Pinion Investment Advisors
Kansas
$414K -$127K -1,393 -24%
CS
820
Cannell & Spears
New York
$413K
DAS
821
Dynamic Advisor Solutions
Arizona
$412K -$160K -1,753 -29%
AMBIA
822
Allen Mooney & Barnes Investment Advisors
Georgia
$411K +$1.91K +21 +0.5%
WHC
823
Wulff, Hansen & Co
California
$408K
UCMOK
824
United Capital Management of KS
Kansas
$408K +$19.5K +214 +5%
CI
825
Conning Inc
Connecticut
$407K -$61.2K -672 -14%

AEP Hedge Fund Activity: Q4 2022 in Review

1,386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2022, worth a combined $37B — up 12% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new AEP positions and 90 closed out — a net gain of 81 holders — while 555 added to existing stakes and 417 trimmed.

The largest buyer was GQG Partners, adding an estimated $612M. The largest seller was T. Rowe Price Associates, cutting an estimated $347M.

  • 1,386 institutional investors held American Electric Power (AEP) as of Q4 2022, up from 1,336 in Q3 2022.
  • Funds reported $37B of American Electric Power stock for Q4 2022, up 12% quarter-over-quarter.
  • 171 funds opened new American Electric Power positions in Q4 2022 and 90 closed out, a net change of +81 holders.
  • The largest American Electric Power buyer in Q4 2022 was GQG Partners, an estimated $612M added.
  • The largest American Electric Power seller in Q4 2022 was T. Rowe Price Associates, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2022.