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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
VFP
876
Verus Financial Partners
Virginia
$319K -$9.59K -97 -3%
MP
877
McDonald Partners
Ohio
$318K -$93.9K -950 -21%
PIM
878
Penobscot Investment Management
Massachusetts
$317K
BTI
879
Blue Trust Inc
Georgia
$316K +$45.4K +459 +16%
RWM
880
Ritholtz Wealth Management
New York
$316K +$362K +3,657 New
FIM
881
Fruth Investment Management
Texas
$315K
DY
882
Dowling & Yahnke
California
$313K +$5.54K +56 +2%
SHFA
883
SC&H Financial Advisors
Maryland
$312K -$39.5K -400 -10%
UAS
884
United Asset Strategies
New York
$312K +$14.5K +147 +4%
DBT
885
Dubuque Bank & Trust
Iowa
$311K
PIM
886
Perpetual Investment Management
Australia
$311K
PWAG
887
Polaris Wealth Advisory Group
California
$311K +$364K +3,682 New
LFG
888
Lockerman Financial Group
California
$310K +$40.7K +412 +13%
GSC
889
Ground Swell Capital
South Carolina
$309K -$171K -1,732 -33%
SBIA
890
Sheaff Brock Investment Advisors
Indiana
$309K +$17.3K +175 +5%
AW
891
Apricus Wealth
South Carolina
$308K -$129K -1,300 -27%
Fayez Sarofim & Co
892
Fayez Sarofim & Co
Texas
$307K
CSIC
893
Clifford Swan Investment Counsel
California
$306K
BS
894
Boenning & Scattergood
Pennsylvania
$305K -$42K -425 -11%
GWSG
895
GPS Wealth Strategies Group
Colorado
$305K -$4.94K -50 -1%
LWM
896
Laidlaw Wealth Management
New York
$305K -$2.47K -25 -0.7%
4WM
897
44 Wealth Management
Oregon
$305K -$1.88K -19 -0.5%
APG
898
Abacus Planning Group
South Carolina
$304K +$3.36K +34 +1%
IFA
899
Interactive Financial Advisors
Illinois
$303K
MC
900
Mathes Company
New York
$303K

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.