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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
NP
826
Nilsine Partners
Colorado
$405K +$407K +4,452 New
PCS
827
Personal CFO Solutions
New Jersey
$405K +$4.67K +51 +1%
CHC
828
City Holding Co
West Virginia
$404K -$27.4K -300 -6%
MCWS
829
McKinley Carter Wealth Services
West Virginia
$400K -$29.2K -319 -7%
MMG
830
Monetary Management Group
Missouri
$398K -$36.6K -400 -8%
WF
831
Welch & Forbes
Massachusetts
$397K -$91 -1 -0%
CS
832
Cannell & Spears
New York
$396K
LBC
833
Lowe Brockenbrough & Co
Virginia
$395K +$154K +1,682 +63%
LB
834
Leo Brokerage
Texas
$393K +$395K +4,321 New
HIS
835
Horizon Investment Services
Indiana
$393K -$56.9K -622 -13%
BC
836
Bridgefront Capital
Texas
$392K +$394K +4,312 New
WHC
837
Wulff, Hansen & Co
California
$391K
CF
838
Centaurus Financial
California
$390K +$7.04K +77 +2%
BFM
839
Boothbay Fund Management
New York
$390K +$392K +4,284 New
RWP
840
RWA Wealth Partners
Massachusetts
$389K
GWM
841
GSB Wealth Management
Connecticut
$388K -$282K -3,085 -42%
CI
842
Conning Inc
Connecticut
$388K -$2.74K -30 -0.7%
MMM
843
Mendel Money Management
Illinois
$386K +$30.7K +336 +9%
Royal London Asset Management
844
Royal London Asset Management
United Kingdom
$386K +$385K +4,205 New
UCMOK
845
United Capital Management of KS
Kansas
$385K -$6.31K -69 -2%
SIG
846
Sky Investment Group
Connecticut
$383K +$13.7K +150 +4%
MIM
847
Morningstar Investment Management
Illinois
$381K
PTP
848
Platform Technology Partners
New York
$380K -$1.55K -17 -0.4%
CIC
849
Carnegie Investment Counsel
Ohio
$378K -$27.2K -297 -7%
VCM
850
Vigilant Capital Management
Maine
$377K

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.