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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
BBA
851
BLB&B Advisors
Pennsylvania
$376K -$11.4K -125 -3%
ISL
852
Ingalls & Snyder LLC
New York
$375K +$16.1K +177 +5%
EA
853
Ellsworth Advisors
Ohio
$375K +$96.3K +1,058 +35%
EH
854
Equitable Holdings
New York
$373K +$45.8K +503 +15%
CAM
855
Cozad Asset Management
Illinois
$373K +$100K +1,101 +39%
MMM
856
Mendel Money Management
Illinois
$371K +$37.3K +410 +12%
SWA
857
SFMG Wealth Advisors
Texas
$370K -$2.64K -29 -0.7%
HC
858
Hamilton Capital
Ohio
$368K +$69K +758 +24%
NIM
859
Northeast Investment Management
Massachusetts
$368K
AMC
860
Asset Management Corp
Illinois
$368K +$92.8K +1,019 +36%
MFG
861
Magnus Financial Group
New York
$368K -$1K -11 -0.3%
IAM
862
Innovis Asset Management
Illinois
$367K +$351K +3,860 New
FG
863
Fiduciary Group
Georgia
$366K
FANJ
864
Financial Architects (New Jersey)
New Jersey
$366K +$273 +3 +0.1%
DA
865
Drake & Associates
Wisconsin
$365K +$50.9K +559 +17%
AT
866
Arden Trust
Delaware
$363K -$637 -7 -0.2%
CB
867
Centennial Bank
Arkansas
$363K +$348K +3,824 New
ACA
868
Aptus Capital Advisors
Alabama
$362K -$76.8K -844 -18%
PWAG
869
Polaris Wealth Advisory Group
California
$359K
LC
870
Lindbrook Capital
California
$358K +$160K +1,755 +87%
Verition Fund Management
871
Verition Fund Management
Connecticut
$357K -$25.4M -278,641 -99%
AWM
872
Accurate Wealth Management
Florida
$357K +$334K +3,670 New
CFAM
873
Center For Asset Management
Florida
$357K +$82.5K +906 +32%
LFG
874
Lockerman Financial Group
California
$355K +$14.7K +162 +5%
MP
875
McDonald Partners
Ohio
$354K +$4.55K +50 +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.