We are live on ! Find out more
AEP icon

American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
876
Strategic Investment Advisors
Michigan
$343K +$355K +3,579 New
Fayez Sarofim & Co
877
Fayez Sarofim & Co
Texas
$341K -$38.2K -385 -10%
4WM
878
44 Wealth Management
Oregon
$341K -$24.2K -244 -6%
LWM
879
Laidlaw Wealth Management
New York
$341K -$22.1K -223 -6%
CSIC
880
Clifford Swan Investment Counsel
California
$339K +$2.08K +21 +0.6%
NB
881
Northwest Bancshares
Pennsylvania
$338K -$46.4K -468 -12%
CWA
882
Centennial Wealth Advisory
Michigan
$337K +$122K +1,231 +54%
WCAMG
883
Woodard & Company Asset Management Group
North Carolina
$336K -$49.6K -500 -12%
IFA
884
Interactive Financial Advisors
Illinois
$336K
MC
885
Mathes Company
New York
$336K
RHBC
886
R.H. Bluestein & Co
Michigan
$336K
APG
887
Abacus Planning Group
South Carolina
$334K +$2.58K +26 +0.8%
SIM
888
Sentry Investment Management
Wisconsin
$333K -$53.1K -536 -13%
OTL
889
Oak Thistle LLC
New York
$332K -$393K -3,967 -53%
RIA
890
Richwood Investment Advisors
Ohio
$332K +$13.9K +140 +4%
UAS
891
United Asset Strategies
New York
$332K +$343K +3,464 New
GWS
892
Glassman Wealth Services
Virginia
$330K +$2.58K +26 +0.8%
VT
893
Vise Technologies
New York
$329K +$127K +1,283 +60%
SBIA
894
Sheaff Brock Investment Advisors
Indiana
$327K
GI
895
Gradient Investments
Minnesota
$327K +$4.96K +50 +1%
BFC
896
Bedel Financial Consulting
Indiana
$326K
RCA
897
Ranch Capital Advisors
Florida
$326K
JIC
898
Joel Isaacson & Co
New York
$326K +$11.6K +117 +4%
FIA
899
Foundations Investment Advisors
Arizona
$326K +$80.8K +815 +31%
WJWM
900
Williams Jones Wealth Management
New York
$324K +$57.5K +580 +21%

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.