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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
PCM
801
Parsons Capital Management
Rhode Island
$436K
HCP
802
Hexagon Capital Partners
Arkansas
$436K +$9.06K +99 +2%
BFA
803
Brendel Financial Advisors
New Hampshire
$435K +$438K +4,786 New
IFWM
804
Institute for Wealth Management
Colorado
$434K -$5.03K -55 -1%
FOFP
805
Fee-Only Financial Planning
South Carolina
$434K
HFM
806
Hartford Funds Management
Pennsylvania
$432K +$6.77K +74 +2%
OTL
807
Oak Thistle LLC
New York
$431K +$433K +4,732 New
RAM
808
Roanoke Asset Management
New Jersey
$429K
SOAMC
809
Spirit of America Management Corp
New York
$428K +$155K +1,695 +56%
CT
810
Chicago Trust
Illinois
$422K -$823 -9 -0.2%
GT
811
Glenview Trust
Kentucky
$420K -$29.9K -327 -7%
AMIM
812
Aull & Monroe Investment Management
Alabama
$419K -$14.6K -160 -3%
PWAM
813
Pinnacle West Asset Management
Wyoming
$419K +$421K +4,600 New
SFC
814
Strategic Financial Concepts
Texas
$419K +$421K +4,602 New
HIP
815
HUB Investment Partners
Texas
$416K +$86.7K +948 +26%
GCM
816
Gables Capital Management
Florida
$416K
AWM
817
Accurate Wealth Management
Florida
$415K +$65.9K +720 +20%
PCMF
818
Private Capital Management (Florida)
Florida
$414K +$416K +4,550 New
EHC
819
Everett Harris & Co
California
$413K -$183K -2,000 -31%
APP
820
Avantax Planning Partners
Iowa
$413K -$28.5K -312 -6%
FBB
821
Fulton Breakefield Broenniman
Maryland
$413K -$6.95K -76 -2%
FWM
822
Finer Wealth Management
Massachusetts
$412K -$549 -6 -0.1%
EWM
823
Empirical Wealth Management
Washington
$411K
FFP
824
FourThought Financial Partners
Florida
$410K -$11.8K -129 -3%
TNB
825
Thomasville National Bank
Georgia
$406K -$23.4K -256 -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.