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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
826
CreativeOne Wealth
Kansas
$380K +$29.9K +302 +7%
MA
827
MUFG Americas
New York
$379K +$9.89K +100 +2%
CS
828
Cannell & Spears
New York
$376K
RT
829
Rockland Trust
Massachusetts
$373K -$52.2K -528 -11%
AMBIA
830
Allen Mooney & Barnes Investment Advisors
Georgia
$372K +$1.88K +19 +0.4%
WF
831
Welch & Forbes
Massachusetts
$372K
WHC
832
Wulff, Hansen & Co
California
$372K +$9.39K +95 +2%
DWP
833
Destiny Wealth Partners
Florida
$372K +$66K +668 +18%
CIC
834
Carnegie Investment Counsel
Ohio
$371K -$66.5K -673 -14%
LDFR
835
Lehman & Derafelo Financial Resources
Pennsylvania
$371K -$1.38K -14 -0.3%
AWAG
836
ARS Wealth Advisors Group
Florida
$364K +$989 +10 +0.2%
PTP
837
Platform Technology Partners
New York
$362K -$6.13K -62 -1%
RRC
838
Relaxing Retirement Coach
Massachusetts
$362K
MWM
839
Mission Wealth Management
California
$361K -$16.5K -167 -4%
WFI
840
West Family Investments
California
$360K +$136K +1,378 +49%
WSTAM
841
Wilbanks Smith & Thomas Asset Management
Virginia
$359K +$23.1K +234 +6%
5L
842
55I LLC
Massachusetts
$359K +$410K +4,147 New
VCM
843
Vigilant Capital Management
Maine
$358K +$13.8K +140 +4%
PCS
844
Personal CFO Solutions
New Jersey
$356K -$99.4K -1,005 -20%
DJYG
845
David J. Yvars Group
Florida
$355K
FG
846
Fiduciary Group
Georgia
$354K
UCMOK
847
United Capital Management of KS
Kansas
$353K -$3.26K -33 -0.8%
BBA
848
BLB&B Advisors
Pennsylvania
$353K
TI
849
TTP Investments
California
$352K -$890 -9 -0.2%
SIG
850
Sky Investment Group
Connecticut
$351K

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.