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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
LDFR
826
Lehman & Derafelo Financial Resources
Pennsylvania
$407K
HNWAG
827
High Net Worth Advisory Group
Florida
$405K +$168K +1,850 +77%
FPAS
828
Focus Partners Advisor Solutions
Missouri
$405K -$101K -1,108 -21%
AWAG
829
ARS Wealth Advisors Group
Florida
$401K +$1K +11 +0.3%
NWM
830
Northcape Wealth Management
New York
$401K -$2.06M -22,633 -84%
CF
831
Centaurus Financial
California
$400K +$36.2K +398 +10%
FIA
832
Foundations Investment Advisors
Arizona
$399K +$43.1K +474 +13%
PTP
833
Platform Technology Partners
New York
$399K +$910 +10 +0.2%
RRC
834
Relaxing Retirement Coach
Massachusetts
$398K
MIM
835
Morningstar Investment Management
Illinois
$398K +$382K +4,191 New
JCM
836
J2 Capital Management
Michigan
$397K +$17.8K +196 +5%
ALAM
837
Asahi Life Asset Management
Japan
$396K +$23.7K +260 +7%
WAP
838
Wealthcare Advisory Partners
Pennsylvania
$396K +$24.7K +271 +7%
IGWM
839
ICA Group Wealth Management
Colorado
$395K -$106K -1,162 -22%
VCM
840
Vigilant Capital Management
Maine
$393K
DJYG
841
David J. Yvars Group
Florida
$390K
WSTAM
842
Wilbanks Smith & Thomas Asset Management
Virginia
$387K -$6.64K -73 -2%
MWM
843
Mission Wealth Management
California
$386K -$10.2K -112 -3%
SIG
844
Sky Investment Group
Connecticut
$385K
LODC
845
Lanham O'Dell & Company
West Virginia
$384K -$192K -2,107 -34%
Kovitz Investment Group Partners
846
Kovitz Investment Group Partners
Illinois
$381K +$2.28K +25 +0.6%
ZCA
847
Zeke Capital Advisors
Pennsylvania
$380K
PTC
848
Petrus Trust Company
Texas
$379K +$364K +3,995 New
CI
849
CX Institutional
Indiana
$379K +$121K +1,325 +50%
LA
850
LexAurum Advisors
Kansas
$378K +$364 +4 +0.1%

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.