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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
SFS
851
Summit Financial Strategies
Ohio
$348K +$148K +1,500 +59%
ZCA
852
Zeke Capital Advisors
Pennsylvania
$346K
VWMG
853
Virginia Wealth Management Group
Virginia
$346K +$2.67K +27 +0.7%
JCM
854
J2 Capital Management
Michigan
$345K -$593 -6 -0.2%
Kovitz Investment Group Partners
855
Kovitz Investment Group Partners
Illinois
$345K +$2.08K +21 +0.5%
LA
856
LexAurum Advisors
Kansas
$344K +$4.25K +43 +1%
ASC
857
Atalanta Sosnoff Capital
New York
$342K
ALAM
858
Asahi Life Asset Management
Japan
$338K -$10.9K -110 -3%
BBNA
859
Bremer Bank National Association
Minnesota
$337K -$28.4K -287 -7%
WAP
860
Wealthcare Advisory Partners
Pennsylvania
$337K -$13.7K -139 -3%
MFG
861
Magnus Financial Group
New York
$336K -$9.1K -92 -2%
NIM
862
Northeast Investment Management
Massachusetts
$335K
FANJ
863
Financial Architects (New Jersey)
New Jersey
$333K +$395 +4 +0.1%
AT
864
Arden Trust
Delaware
$331K +$2.47K +25 +0.7%
MCWS
865
McKinley Carter Wealth Services
West Virginia
$331K +$15.6K +158 +4%
DT
866
Diversified Trust
Tennessee
$330K +$1.88K +19 +0.5%
CF
867
Centaurus Financial
California
$330K +$17.8K +180 +5%
CWP
868
Concord Wealth Partners
Virginia
$327K -$40.8K -413 -10%
ISL
869
Ingalls & Snyder LLC
New York
$327K -$2.17K -22 -0.6%
EGA
870
E&G Advisors
Texas
$326K
CT
871
Chicago Trust
Illinois
$324K -$9.49K -96 -2%
FIA
872
Foundations Investment Advisors
Arizona
$323K +$29K +293 +9%
DLA
873
Douglas Lane & Associates
New York
$322K -$1.28K -13 -0.3%
SWA
874
SFMG Wealth Advisors
Texas
$321K +$5.54K +56 +1%
BPFA
875
Barnes Pettey Financial Advisors
Mississippi
$319K -$96.4K -975 -21%

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.